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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
T
426
TOBAM
France
$61K
APA
427
American Portfolios Advisors
New York
$60.1K +$778 +3 +1%
CAM
428
CenterStar Asset Management
Illinois
$59K
GWSG
429
GPS Wealth Strategies Group
Colorado
$58K +$55.7K +215 New
HPC
430
HM Payson & Co
Maine
$57K -$5.19K -20 -9%
NFG
431
Next Financial Group
Texas
$50K -$2.85K -11 -6%
CI
432
CX Institutional
Indiana
$47K +$10.9K +42 +32%
Lazard Asset Management
433
Lazard Asset Management
New York
$45K +$3.63K +14 +9%
CIA
434
CSat Investment Advisory
Michigan
$41K +$259 +1 +0.7%
TPCW
435
TD Private Client Wealth
New York
$40.8K +$2.85K +11 +8%
APP
436
Alpha Paradigm Partners
Illinois
$40K +$37.9K +146 New
FQ
437
First Quadrant
California
$38K
PWM
438
Prentice Wealth Management
New York
$37K +$35K +135 New
CAL
439
Capital Analysts LLC
Pennsylvania
$36K
IA
440
IFP Advisors
Florida
$31K -$54.2K -209 -65%
LC
441
Lindbrook Capital
California
$31K +$2.85K +11 +11%
SWA
442
SOA Wealth Advisors
New York
$30K +$12.2K +47 +75%
PI
443
PineBridge Investments
New York
$29K
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$28K -$29.3K -113 -53%
IF
445
Ironwood Financial
Arizona
$28K
PCFFS
446
Pacific Center for Financial Services
California
$28K +$2.33K +9 +10%
Rockefeller Capital Management
447
Rockefeller Capital Management
New York
$27K
WT
448
Washington Trust
Rhode Island
$27K
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$26K -$54.2K -209 -69%
FRA
450
Front Row Advisors
California
$24K +$5.45K +21 +31%