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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Harbor Capital Advisors
Illinois
$350K +$1.28K +5 +0.4%
SA
377
Sanctuary Advisors
Indiana
$348K +$362K +1,410 New
CIBC World Market
378
CIBC World Market
Ontario, Canada
$348K +$329K +1,280 New
IIM
379
INTECH Investment Management
Florida
$340K -$206K -802 -39%
Teacher Retirement System of Texas
380
Teacher Retirement System of Texas
Texas
$340K -$98.6K -384 -24%
SWP
381
Stratos Wealth Partners
Ohio
$335K +$5.65K +22 +2%
ACI
382
Alpha Cubed Investments
California
$335K
EWA
383
EP Wealth Advisors
California
$334K
CCA
384
Checchi Capital Advisers
California
$327K +$20.3K +79 +7%
ACIM
385
Azimuth Capital Investment Management
Michigan
$327K
RWM
386
Revisor Wealth Management
Ohio
$317K -$283K -1,104 -49%
NG
387
Norden Group
Utah
$311K -$189K -738 -39%
FTDI
388
First Trust Direct Indexing
Massachusetts
$310K +$47K +183 +19%
SFM
389
Signet Financial Management
New Jersey
$309K -$4.88K -19 -2%
PAS
390
Park Avenue Securities
New York
$298K -$58.5K -228 -17%
I
391
InceptionR
California
$298K +$281K +1,094 New
SP
392
Systematic Portfolios
New York
$296K +$279K +1,088 New
Walleye Capital
393
Walleye Capital
New York
$294K -$236K -920 -46%
HI
394
Horizon Investments
North Carolina
$292K -$513 -2 -0.2%
SI
395
Stephens Inc
Arkansas
$287K -$15.7K -61 -5%
Capstone Investment Advisors
396
Capstone Investment Advisors
New York
$284K -$22.8K -89 -8%
ACM
397
AlphaStar Capital Management
North Carolina
$283K +$266K +1,038 New
TCOV
398
Trust Company of Vermont
Vermont
$278K
MRCM
399
M&R Capital Management
New Jersey
$276K +$13.3K +52 +5%
RBFC
400
Roman Butler Fullerton & Co
Missouri
$271K -$61.6K -240 -20%