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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
376
TwinBeech Capital
New York
$302K +$319K +1,446 New
ACI
377
Alpha Cubed Investments
California
$296K +$441 +2 +0.1%
TSS
378
Two Sigma Securities
New York
$296K -$22.9K -104 -7%
VEA
379
Virtus ETF Advisers
New York
$294K -$68.4K -310 -18%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$291K
VIM
381
Vinva Investment Management
Australia
$285K +$308K +1,398 New
SFM
382
Signet Financial Management
New Jersey
$283K +$4.85K +22 +2%
PPW
383
Parcion Private Wealth
Washington
$281K
BL
384
Balentine LLC
Georgia
$275K -$57.3K -260 -17%
EW
385
Evoke Wealth
California
$266K -$221 -1 -0.1%
Wealthfront Advisers
386
Wealthfront Advisers
California
$265K +$279K +1,265 New
Corient Private Wealth
387
Corient Private Wealth
Florida
$264K +$278K +1,260 New
ONB
388
Old National Bancorp
Indiana
$263K +$6.4K +29 +2%
AAS
389
Avantax Advisory Services
Texas
$257K +$271K +1,229 New
KFC
390
Klingenstein Fields & Co
New York
$251K -$439K -1,991 -62%
ACIM
391
Azimuth Capital Investment Management
Michigan
$251K
SWP
392
Stratos Wealth Partners
Ohio
$247K +$1.32K +6 +0.5%
JIC
393
Johnson Investment Counsel
Ohio
$243K -$43.5K -197 -14%
CAPTRUST Financial Advisors
394
CAPTRUST Financial Advisors
North Carolina
$242K -$34.6K -157 -12%
T
395
TRUADVICE
Florida
$241K +$242K +1,099 New
TCOV
396
Trust Company of Vermont
Vermont
$240K
V
397
Veritable
Delaware
$239K -$17.6K -80 -7%
HCA
398
Harbor Capital Advisors
Illinois
$239K +$168K +762 +201%
CC
399
Cipher Capital
New York
$233K +$246K +1,116 New
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$230K +$39.7K +180 +20%