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Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
401
TOBAM
France
$45K +$48.6K +223 New
PHK
402
Point72 Hong Kong
Hong Kong
$44K -$1.97M -9,064 -98%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$40K +$10.7K +49 +32%
NFG
404
Next Financial Group
Texas
$40K +$42.9K +197 New
PCG
405
Private Capital Group
Connecticut
$39K -$5.01K -23 -11%
CAL
406
Capital Analysts LLC
Pennsylvania
$37K -$1.12M -5,161 -97%
TPCW
407
TD Private Client Wealth
New York
$35.1K -$3.7K -17 -9%
NNP
408
Nachman Norwood & Parrott
South Carolina
$33K +$36.2K +166 New
Millennium Management
409
Millennium Management
New York
$28.7K -$16.4M -75,396 -35%
AWA
410
Arkadios Wealth Advisors
Georgia
$28.5K +$6.53K +30 +27%
LS
411
Leelyn Smith
Illinois
$28K
IA
412
IFP Advisors
Florida
$27K +$5.01K +23 +20%
FRA
413
Front Row Advisors
California
$23K -$3.27K -15 -14%
SIAS
414
Shine Investment Advisory Services
Colorado
$22K
IF
415
Ironwood Financial
Arizona
$21K
LC
416
Lindbrook Capital
California
$20K -$1.09K -5 -5%
NSIM
417
North Star Investment Management
Illinois
$20K
WT
418
Washington Trust
Rhode Island
$20K +$22K +101 New
BBHC
419
Brown Brothers Harriman & Co
New York
$19K
PCFFS
420
Pacific Center for Financial Services
California
$19K
CFO
421
CVA Family Office
Colorado
$19K +$20.7K +95 New
CI
422
CX Institutional
Indiana
$18K +$3.48K +16 +22%
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$17K -$283K -1,297 -94%
Bank Julius Baer & Co
424
Bank Julius Baer & Co
Switzerland
$16K -$562K -2,582 -97%
HFM
425
Harvest Fund Management
China
$16K -$63.4K -291 -79%