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Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
SignatureFD
Georgia
$96K +$64.7K +239 +152%
MCM
427
Manchester Capital Management
Vermont
$95K
T
428
TOBAM
France
$90K
CFFP
429
Center for Financial Planning
Michigan
$85K +$94.7K +350 New
Lazard Asset Management
430
Lazard Asset Management
New York
$83K
GWS
431
Glassman Wealth Services
Virginia
$78K +$541 +2 +0.6%
HCA
432
Harbor Capital Advisors
Illinois
$76K -$57.4K -212 -40%
EI
433
Ellevest Inc
New York
$76K -$37.3K -138 -31%
LC
434
Lindbrook Capital
California
$75K +$13.5K +50 +19%
AA
435
Alta Advisers
United Kingdom
$73K +$81.2K +300 New
PI
436
PineBridge Investments
New York
$72K -$5.52M -20,396 -99%
Bank Julius Baer & Co
437
Bank Julius Baer & Co
Switzerland
$72K -$1.35K -5 -2%
CT
438
Clearstead Trust
Maine
$72K +$80.4K +297 New
DIP
439
DT Investment Partners
Pennsylvania
$72K +$80.4K +297 New
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$71K +$2.44K +9 +3%
CTC
441
Central Trust Company
Missouri
$71K +$27.1K +100 +51%
HNWAG
442
High Net Worth Advisory Group
Florida
$61K
Bessemer Group
443
Bessemer Group
New Jersey
$61K +$39.8K +147 +136%
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$56K
APA
445
American Portfolios Advisors
New York
$52.8K
GWSG
446
GPS Wealth Strategies Group
Colorado
$52K +$1.08K +4 +2%
PO
447
Private Ocean
California
$50K
LS
448
Livforsakringsbolaget Skandia
Sweden
$48K -$162K -600 -75%
HNB
449
Huntington National Bank
Ohio
$47K +$10.8K +40 +26%
First Manhattan
450
First Manhattan
New York
$44K