We are live on ! Find out more
ESS icon

Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GWMR
376
GC Wealth Management RIA
Massachusetts
$291K +$64K +269 +29%
AAS
377
Avantax Advisory Services
Texas
$285K -$19.5K -82 -7%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$284K +$44K +185 +19%
SG
379
Sienna Gestion
France
$283K +$276K +1,158 New
SFM
380
Signet Financial Management
New Jersey
$283K +$1.9K +8 +0.7%
Citadel Advisors
381
Citadel Advisors
Florida
$281K -$12.4K -52 -4%
Capstone Investment Advisors
382
Capstone Investment Advisors
New York
$277K +$269K +1,132 New
CCA
383
Checchi Capital Advisers
California
$275K +$33.1K +139 +14%
SI
384
Stephens Inc
Arkansas
$273K -$5K -21 -2%
HI
385
Horizon Investments
North Carolina
$263K +$30.5K +128 +14%
NW
386
NewEdge Wealth
Pennsylvania
$260K -$4.76K -20 -2%
Jane Street
387
Jane Street
New York
$256K -$3.54M -14,861 -93%
IMCOOI
388
Investment Management Corp of Ontario (IMCO)
Canada
$254K -$119K -500 -33%
APP
389
Avantax Planning Partners
Iowa
$251K +$19.3K +81 +9%
TCOV
390
Trust Company of Vermont
Vermont
$250K -$1.67K -7 -0.7%
SPA
391
Sherbrooke Park Advisers
New York
$246K +$239K +1,006 New
VAS
392
Vestmark Advisory Solutions
Massachusetts
$240K -$8.09K -34 -3%
PA
393
Profund Advisors
Maryland
$237K -$41.9K -176 -15%
LNC
394
Lincoln National Corp
Pennsylvania
$237K +$35K +147 +18%
MRCM
395
M&R Capital Management
New Jersey
$235K +$10K +42 +5%
FTDI
396
First Trust Direct Indexing
Massachusetts
$234K +$15.2K +64 +7%
VSQM
397
V-Square Quantitative Management
Illinois
$234K
SW
398
SVB Wealth
Massachusetts
$229K +$15.7K +66 +8%
SC
399
Savant Capital
Illinois
$228K +$1.67K +7 +0.8%
RG
400
Renaissance Group
Kentucky
$227K +$1.43K +6 +0.7%