We are live on ! Find out more
ESS icon

Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
426
Private Ocean
California
$62K
CIA
427
CSat Investment Advisory
Michigan
$62K +$18.5K +77 +40%
FPFS
428
First Personal Financial Services
North Carolina
$54K
HPC
429
HM Payson & Co
Maine
$53K
PCG
430
Private Capital Group
Connecticut
$49K -$4.08K -17 -7%
BAMCO Inc
431
BAMCO Inc
New York
$47K -$24.7K -103 -33%
AWM
432
Apollon Wealth Management
South Carolina
$47K +$48.7K +203 New
IA
433
IndexIQ Advisors
New York
$45K +$41.5K +173 +752%
TPCW
434
TD Private Client Wealth
New York
$44K +$9.59K +40 +26%
AIM
435
AIA Investment Management
Singapore
$44K -$25.9K -108 -36%
Northwestern Mutual Wealth Management
436
Northwestern Mutual Wealth Management
Wisconsin
$35K -$18.7K -78 -34%
LS
437
Leelyn Smith
Illinois
$32K
S
438
SignatureFD
Georgia
$31K -$14.4K -60 -30%
QCG
439
Quadrant Capital Group
Ohio
$29K -$69.3K -289 -70%
SF
440
Synovus Financial
Georgia
$27K -$4.08K -17 -13%
AWA
441
Arkadios Wealth Advisors
Georgia
$25.3K +$25.6K +107 +2,675%
SIAS
442
Shine Investment Advisory Services
Colorado
$25K -$12K -50 -31%
FRA
443
Front Row Advisors
California
$25K
IF
444
Ironwood Financial
Arizona
$24K
LC
445
Lindbrook Capital
California
$24K +$959 +4 +4%
NSIM
446
North Star Investment Management
Illinois
$23K -$93.5K -390 -80%
IA
447
IFP Advisors
Florida
$23K -$3.83K -16 -12%
M
448
Mirova
France
$23K
BBHC
449
Brown Brothers Harriman & Co
New York
$22K
PCFFS
450
Pacific Center for Financial Services
California
$21K +$240 +1 +1%