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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
401
Norden Group
Utah
$354K +$15.7K +54 +5%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$353K -$112K -386 -24%
CCA
403
Checchi Capital Advisers
California
$353K -$2.03K -7 -0.6%
EF
404
Empowered Funds
Pennsylvania
$342K +$90.5K +312 +37%
TPA
405
Trivium Point Advisory
Connecticut
$338K +$51.9K +179 +19%
RWM
406
Revisor Wealth Management
Ohio
$325K -$18.9K -65 -6%
GI
407
GAMMA Investing
California
$324K +$55.1K +190 +21%
MPM
408
MBB Public Markets
Illinois
$319K -$995K -3,430 -76%
CCM
409
Coldstream Capital Management
Washington
$319K +$42.1K +145 +16%
AWA
410
Aaron Wealth Advisors
Illinois
$316K +$310K +1,068 New
LS
411
Livforsakringsbolaget Skandia
Sweden
$314K +$232K +800 +311%
MRCM
412
M&R Capital Management
New Jersey
$303K +$3.19K +11 +1%
WMG
413
WESCAP Management Group
California
$300K -$258K -891 -47%
APP
414
Avantax Planning Partners
Iowa
$300K +$10.7K +37 +4%
SI
415
Stephens Inc
Arkansas
$295K -$16.5K -57 -5%
PAS
416
Park Avenue Securities
New York
$292K -$31.6K -109 -10%
NW
417
NewEdge Wealth
Pennsylvania
$291K +$2.03K +7 +0.7%
DIM
418
Delta Investment Management
California
$290K -$165K -568 -37%
RBFC
419
Roman Butler Fullerton & Co
Missouri
$287K
TCOV
420
Trust Company of Vermont
Vermont
$287K -$14.5K -50 -5%
II
421
Inspire Investing
Idaho
$285K -$3.19K -11 -1%
SPA
422
Sherbrooke Park Advisers
New York
$285K +$6.67K +23 +2%
GT
423
Glenmede Trust
Pennsylvania
$283K +$4.35K +15 +2%
RG
424
Renaissance Group
Kentucky
$283K
VAS
425
Vestmark Advisory Solutions
Massachusetts
$281K