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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
401
Marshall Wace North America
New York
$211K -$15.5M -59,696 -99%
QCM
402
Quantinno Capital Management
New York
$209K -$351K -1,353 -64%
CP
403
Covenant Partners
Tennessee
$206K +$196K +756 New
FMBTD
404
First Midwest Bank Trust Division
Illinois
$204K +$194K +749 New
PA
405
Procyon Advisors
Connecticut
$201K +$192K +741 New
LS
406
Livforsakringsbolaget Skandia
Sweden
$190K
CI
407
Clal Insurance
Israel
$187K +$177K +684 New
SIM
408
Sentry Investment Management
Wisconsin
$175K -$807K -3,111 -83%
LWM
409
Liberty Wealth Management
California
$164K
AF
410
Allworth Financial
California
$161K +$1.3K +5 +0.9%
SWA
411
Sutton Wealth Advisors
Florida
$161K +$519 +2 +0.3%
QCG
412
Quadrant Capital Group
Ohio
$153K +$36.3K +140 +33%
DZ Bank
413
DZ Bank
Germany
$147K
WTC
414
WhitTier Trust Company
Nevada
$132K
MC
415
Muzinich & Co
New York
$130K
SFS
416
Sowell Financial Services
Arkansas
$111K +$3.11K +12 +3%
SWM
417
Spire Wealth Management
Virginia
$106K +$97.2K +375 New
WP
418
WealthShield Partners
North Carolina
$99K +$147K +565 New
CHC
419
City Holding Co
West Virginia
$96K
SAM
420
Shell Asset Management
Netherlands
$89K -$42.5K -164 -33%
GWS
421
Glassman Wealth Services
Virginia
$82K +$259 +1 +0.3%
CA
422
Clearstead Advisors
Ohio
$81K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.2K +$39.7K +153 +146%
FPFS
424
First Personal Financial Services
North Carolina
$64K
PO
425
Private Ocean
California
$61K -$11.7K -45 -17%