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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
426
Liberty Wealth Management
California
$235K
MC
427
Moors & Cabot
Massachusetts
$233K -$1K -3 -0.4%
LWAM
428
Legacy Wealth Asset Management
Minnesota
$233K +$12.7K +38 +6%
QCG
429
Quadrant Capital Group
Ohio
$231K -$4.01K -12 -2%
SFI
430
Siemens Fonds Invest
Germany
$229K
CP
431
Covenant Partners
Tennessee
$228K -$31.7K -95 -13%
TMAM
432
Tokio Marine Asset Management
Japan
$226K +$28.7K +86 +15%
KeyBank National Association
433
KeyBank National Association
Ohio
$221K +$8.35K +25 +4%
LNWWM
434
Laird Norton Wetherby Wealth Management
California
$219K +$15K +45 +8%
CCP
435
Corient Capital Partners
California
$219K +$17K +51 +9%
QT
436
Quantbot Technologies
New York
$213K -$531K -1,591 -72%
BMC
437
Beaton Management Company
Massachusetts
$213K
PAA
438
Peregrine Asset Advisers
Oregon
$213K
SAM
439
Silvercrest Asset Management
New York
$211K -$1.48M -4,427 -88%
ECM
440
Element Capital Management
New York
$211K +$204K +610 New
CWM
441
C2C Wealth Management
Arizona
$208K
Cetera Investment Advisers
442
Cetera Investment Advisers
Illinois
$207K +$7.68K +23 +4%
FTDI
443
First Trust Direct Indexing
Massachusetts
$206K +$199K +595 New
FRA
444
Frank Rimerman Advisors
California
$205K
DIP
445
DT Investment Partners
Pennsylvania
$205K +$198K +594 New
HFG
446
Heron Financial Group
New York
$205K +$198K +594 New
SWA
447
Sutton Wealth Advisors
Florida
$204K +$668 +2 +0.3%
MWM
448
Minot Wealth Management
Massachusetts
$203K -$334 -1 -0.2%
MC
449
Machina Capital
France
$203K +$197K +589 New
WTC
450
WhitTier Trust Company
Nevada
$198K