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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Greenleaf Trust
Michigan
$229K +$241K +1,094 New
BCI
402
Brinker Capital Investments
Pennsylvania
$226K -$11.5K -52 -5%
OPS
403
Orion Portfolio Solutions
Nebraska
$226K +$239K +1,083 New
RWM
404
Revisor Wealth Management
Ohio
$221K +$233K +1,058 New
NW
405
NewEdge Wealth
Pennsylvania
$219K +$9.48K +43 +4%
Lazard Asset Management
406
Lazard Asset Management
New York
$216K -$73.7K -334 -24%
HWAM
407
Hennion & Walsh Asset Management
New Jersey
$213K -$129K -585 -36%
SS
408
Simplicity Solutions
Minnesota
$213K +$225K +1,018 New
Credit Agricole
409
Credit Agricole
France
$212K -$69.7K -316 -24%
BFG
410
Bleakley Financial Group
New Jersey
$212K +$224K +1,014 New
SFG
411
Sovereign Financial Group
Connecticut
$212K -$6.18K -28 -3%
CCM
412
Coldstream Capital Management
Washington
$208K +$219K +995 New
PA
413
Profund Advisors
Maryland
$208K -$68.4K -310 -24%
CCG
414
Cypress Capital Group
Florida
$208K +$2.43K +11 +1%
FTDI
415
First Trust Direct Indexing
Massachusetts
$205K -$4.63K -21 -2%
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$203K -$5.07K -23 -2%
RG
417
Renaissance Group
Kentucky
$202K +$213K +966 New
QCG
418
Quadrant Capital Group
Ohio
$197K +$101K +459 +95%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$184K +$71.9K +326 +59%
LWP
420
Lumature Wealth Partners
Georgia
$182K +$20.7K +94 +12%
ASBI
421
American State Bank (Iowa)
Iowa
$176K
AIP
422
Ameritas Investment Partners
Nebraska
$174K
BAMF
423
BI Asset Management Fondsmaeglerselskab
Denmark
$166K +$32.9K +149 +23%
S
424
SignatureFD
Georgia
$165K +$29.1K +132 +20%
PCOC
425
Power Corp of Canada
Canada
$151K