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Essex Property Trust

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Market Value Shares Shares
Change
Shares
Change %
OPS
401
Orion Portfolio Solutions
Nebraska
$226K 1,083 +1,083 New
RWM
402
Revisor Wealth Management
Ohio
$221K 1,058 +1,058 New
NW
403
NewEdge Wealth
Pennsylvania
$219K 1,047 +43 +4%
Lazard Asset Management
404
Lazard Asset Management
New York
$216K 1,035 -334 -24%
HWAM
405
Hennion & Walsh Asset Management
New Jersey
$213K 1,020 -585 -36%
SS
406
Simplicity Solutions
Minnesota
$213K 1,018 +1,018 New
Credit Agricole
407
Credit Agricole
France
$212K 1,016 -316 -24%
BFG
408
Bleakley Financial Group
New Jersey
$212K 1,014 +1,014 New
SFG
409
Sovereign Financial Group
Connecticut
$212K 1,013 -28 -3%
CCM
410
Coldstream Capital Management
Washington
$208K 995 +995 New
PA
411
Profund Advisors
Maryland
$208K 994 -310 -24%
CCG
412
Cypress Capital Group
Florida
$208K 994 +11 +1%
FTDI
413
First Trust Direct Indexing
Massachusetts
$205K 979 -21 -2%
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$203K 972 -23 -2%
RG
415
Renaissance Group
Kentucky
$202K 966 +966 New
QCG
416
Quadrant Capital Group
Ohio
$197K 944 +459 +95%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$184K 879 +326 +59%
LWP
418
Lumature Wealth Partners
Georgia
$182K 870 +94 +12%
AIP
419
Ameritas Investment Partners
Nebraska
$174K 832
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$166K 794 +149 +23%
S
421
SignatureFD
Georgia
$165K 787 +132 +20%
PCOC
422
Power Corp of Canada
Canada
$151K 750
AF
423
Allworth Financial
California
$144K 688 -35 -5%
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$119K 569 +28 +5%
NSIM
425
North Star Investment Management
Illinois
$105K 502 +400 +392%