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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Profund Advisors
Maryland
$271K +$6.67K +26 +3%
NW
402
NewEdge Wealth
Pennsylvania
$266K -$16.7K -65 -6%
APP
403
Avantax Planning Partners
Iowa
$266K -$12.3K -48 -5%
II
404
Inspire Investing
Idaho
$266K -$215K -836 -46%
RG
405
Renaissance Group
Kentucky
$261K +$7.96K +31 +3%
PA
406
Pinnacle Associates
New York
$260K +$245K +955 New
VAS
407
Vestmark Advisory Solutions
Massachusetts
$259K -$7.19K -28 -3%
SC
408
Savant Capital
Illinois
$258K +$3.34K +13 +1%
GT
409
Glenmede Trust
Pennsylvania
$257K +$6.42K +25 +3%
SPA
410
Sherbrooke Park Advisers
New York
$256K -$16.4K -64 -6%
Nomura Holdings
411
Nomura Holdings
Japan
$253K +$239K +930 New
CWI
412
Conscious Wealth Investments
Florida
$253K
CCM
413
Coldstream Capital Management
Washington
$253K +$11.8K +46 +5%
TPA
414
Trivium Point Advisory
Connecticut
$250K +$236K +920 New
WS
415
Wedbush Securities
California
$248K +$22.3K +87 +11%
GI
416
GAMMA Investing
California
$247K +$81.1K +316 +53%
CRWM
417
Castle Rock Wealth Management
California
$246K +$231K +901 New
NIM
418
NEOS Investment Management
Connecticut
$243K
GT
419
Greenleaf Trust
Michigan
$243K +$12.8K +50 +6%
QL
420
Quarry LP
New York
$240K +$210K +818 +1,319%
BFG
421
Bleakley Financial Group
New Jersey
$239K -$3.85K -15 -2%
SW
422
Simplicity Wealth
New Jersey
$239K -$3.85K -15 -2%
PWMAG
423
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$225K +877 New
SOW
424
State of Wyoming
Wyoming
$235K +$187K +730 +545%
SFG
425
Sovereign Financial Group
Connecticut
$232K +$1.03K +4 +0.5%