We are live on ! Find out more
ESS icon

Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenmede Trust
Pennsylvania
$225K +$4.76K +20 +2%
BFG
402
Bleakley Financial Group
New Jersey
$219K -$4.05K -17 -2%
SW
403
Simplicity Wealth
New Jersey
$219K +$213K +894 New
NIM
404
NEOS Investment Management
Connecticut
$219K -$3.33K -14 -2%
CCM
405
Coldstream Capital Management
Washington
$216K -$3.09K -13 -1%
KHCM
406
Kirtland Hills Capital Management
Ohio
$213K +$199K +835 New
CCG
407
Cypress Capital Group
Florida
$211K -$28.6K -120 -12%
CF
408
Copperwynd Financial
Arizona
$211K +$205K +861 New
IIC
409
Ironwood Investment Counsel
Arizona
$208K
SFG
410
Sovereign Financial Group
Connecticut
$207K +$1.19K +5 +0.6%
MCM
411
MAI Capital Management
Ohio
$206K +$200K +841 New
BCI
412
Brinker Capital Investments
Pennsylvania
$206K -$38.6K -162 -16%
OPS
413
Orion Portfolio Solutions
Nebraska
$206K -$38.6K -162 -16%
GT
414
Greenleaf Trust
Michigan
$206K +$200K +841 New
WA
415
WESPAC Advisors
California
$206K +$200K +840 New
CWI
416
Conscious Wealth Investments
Florida
$202K
TPWA
417
TRUE Private Wealth Advisors
Oregon
$201K -$238 -1 -0.1%
EF
418
Empowered Funds
Pennsylvania
$201K +$196K +822 New
WS
419
Wedbush Securities
California
$201K +$196K +823 New
CSC
420
Caldwell Sutter Capital
California
$187K +$5K +21 +3%
Federated Hermes
421
Federated Hermes
Pennsylvania
$181K +$49K +206 +39%
AF
422
Allworth Financial
California
$175K +$6.9K +29 +4%
MG
423
Mather Group
Illinois
$173K +$166K +697 New
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$170K +$27.6K +116 +20%
AIP
425
Ameritas Investment Partners
Nebraska
$170K -$15.9K -67 -9%