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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
401
Renaissance Group
Kentucky
$334K
FAFN
402
First Affirmative Financial Network
Colorado
$311K +$14.7K +44 +5%
IC
403
Intersect Capital
California
$307K -$13.7K -41 -4%
IIC
404
Ironwood Investment Counsel
Arizona
$302K
HPWM
405
Highland Private Wealth Management
Washington
$301K +$2K +6 +0.7%
ASBI
406
American State Bank (Iowa)
Iowa
$291K
AIP
407
Ameritas Investment Partners
Nebraska
$287K -$22.4K -67 -7%
CCM
408
Covington Capital Management
California
$285K
PAS
409
Park Avenue Securities
New York
$285K +$7.68K +23 +3%
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$283K +$71.8K +215 +35%
AWS
411
Atria Wealth Solutions
New York
$276K +$265K +793 New
CCM
412
Coldstream Capital Management
Washington
$273K -$10.4K -31 -4%
FWCM
413
Ferguson Wellman Capital Management
Oregon
$271K -$15K -45 -5%
SCA
414
Snowden Capital Advisors
New York
$271K +$259K +776 +7,760%
TPWA
415
TRUE Private Wealth Advisors
Oregon
$264K
JF
416
Jump Financial
Illinois
$259K +$250K +747 New
HT
417
HighTower Trust
Texas
$256K +$13.4K +40 +6%
FRM
418
Fox Run Management
Connecticut
$255K +$247K +738 New
BF
419
BOK Financial
Oklahoma
$251K -$1K -3 -0.4%
AIS
420
American Investment Services
Massachusetts
$248K -$19K -57 -7%
MA
421
Mutual Advisors
Nebraska
$248K
SCM
422
Schnieders Capital Management
California
$248K
LNC
423
Lincoln National Corp
Pennsylvania
$248K +$240K +718 New
GT
424
Greenleaf Trust
Michigan
$247K +$2K +6 +0.8%
LWP
425
Lumature Wealth Partners
Georgia
$240K +$232K +695 New