We are live on ! Find out more
ESS icon

Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
376
Plato Investment Management
Australia
$494K
BFM
377
Boothbay Fund Management
New York
$490K -$435K -1,501 -48%
CIM
378
Contravisory Investment Management
Massachusetts
$488K +$480K +1,653 New
SCI
379
Stableford Capital II
Arizona
$486K +$489K +1,686 New
CWM
380
Concentric Wealth Management
California
$475K +$3.48K +12 +0.8%
SL
381
Summitry LLC
California
$472K
CPC
382
Consolidated Planning Corp
Georgia
$470K +$462K +1,592 New
VHAM
383
Van Hulzen Asset Management
California
$470K
WTB
384
Washington Trust Bank
Washington
$465K
WHC
385
Wulff, Hansen & Co
California
$462K
CL
386
Choreo LLC
Illinois
$443K +$41.8K +144 +11%
Corient Private Wealth
387
Corient Private Wealth
Florida
$442K -$35.7K -123 -8%
GXJ
388
Global X Japan
Japan
$436K -$80.4K -277 -16%
GSEP
389
Golden State Equity Partners
California
$432K +$424K +1,461 New
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$432K +$14.8K +51 +4%
PPW
391
Parcion Private Wealth
Washington
$397K
SG
392
Sienna Gestion
France
$384K
SWP
393
Stratos Wealth Partners
Ohio
$381K +$17.7K +61 +5%
HCA
394
Harbor Capital Advisors
Illinois
$381K +$1.45K +5 +0.4%
KIA
395
KCM Investment Advisors
California
$378K -$14.5K -50 -4%
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$366K -$52.8K -182 -13%
ACI
397
Alpha Cubed Investments
California
$363K
EWA
398
EP Wealth Advisors
California
$363K +$290 +1 +0.1%
VI
399
Vestcor Inc
New Brunswick, Canada
$358K -$1.58M -5,436 -82%
ACIM
400
Azimuth Capital Investment Management
Michigan
$355K