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Essex Property Trust

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Shares
Change %
S
401
SignatureFD
Georgia
$219K +$34.4K +147 +19%
HI
402
Horizon Investments
North Carolina
$217K -$1.52M -6,478 -87%
SC
403
Savant Capital
Illinois
$216K +$216K +921 New
RG
404
Renaissance Group
Kentucky
$216K -$10.5K -45 -5%
APP
405
Avantax Planning Partners
Iowa
$209K +$209K +894 New
IIC
406
Ironwood Investment Counsel
Arizona
$209K +$209K +891 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$206K
LWP
408
Lumature Wealth Partners
Georgia
$206K +$1.87K +8 +0.9%
AAM
409
Advisors Asset Management
Colorado
$201K -$155K -661 -44%
RSWM
410
Robertson Stephens Wealth Management
California
$200K +$200K +847 New
AF
411
Allworth Financial
California
$180K +$18.7K +80 +12%
QCG
412
Quadrant Capital Group
Ohio
$178K -$42.9K -183 -19%
CSC
413
Caldwell Sutter Capital
California
$168K +$168K +715 New
Federated Hermes
414
Federated Hermes
Pennsylvania
$147K -$338K -1,444 -70%
SOW
415
State of Wyoming
Wyoming
$132K +$119K +506 +904%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$130K -$3.04K -13 -2%
PI
417
PEAK6 Investments
Illinois
$129K -$1.88M -8,014 -94%
M
418
Mirova
France
$129K -$215K -919 -63%
Credit Agricole
419
Credit Agricole
France
$126K -$112K -479 -47%
NSIM
420
North Star Investment Management
Illinois
$118K
SIM
421
Sentry Investment Management
Wisconsin
$99K
MRCM
422
M&R Capital Management
New Jersey
$90.8K +$469 +2 +0.5%
T
423
TOBAM
France
$89K
CFFP
424
Center for Financial Planning
Michigan
$82K
Bessemer Group
425
Bessemer Group
New Jersey
$80K +$56.6K +239 +241%