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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
426
Allworth Financial
California
$144K -$7.72K -35 -5%
CI Investments Inc
427
CI Investments Inc
Ontario, Canada
$119K +$6.18K +28 +5%
NSIM
428
North Star Investment Management
Illinois
$105K +$88.2K +400 +392%
CT
429
Cambridge Trust
Massachusetts
$90.8K
BF
430
BOK Financial
Oklahoma
$89.7K -$117K -529 -55%
SIM
431
Sentry Investment Management
Wisconsin
$89K -$5.96K -27 -6%
MRCM
432
M&R Capital Management
New Jersey
$80.6K +$80.1K +363 +1,650%
T
433
TOBAM
France
$79K -$34.6K -157 -29%
CFFP
434
Center for Financial Planning
Michigan
$73.2K
GWS
435
Glassman Wealth Services
Virginia
$69.2K +$1.32K +6 +2%
DIP
436
DT Investment Partners
Pennsylvania
$65.5K
FFA
437
Farther Finance Advisors
California
$64.6K +$662 +3 +1%
WTC
438
WhitTier Trust Company
Nevada
$63.2K +$441 +2 +0.7%
Bank Julius Baer & Co
439
Bank Julius Baer & Co
Switzerland
$63K
AA
440
Alta Advisers
United Kingdom
$62.7K
CT
441
Clearstead Trust
Maine
$62.1K
CTC
442
Central Trust Company
Missouri
$61.7K
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.3K -$30.2K -137 -32%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$61.3K
LC
445
Lindbrook Capital
California
$59K -$2.21K -10 -3%
RI
446
Ridgewood Investments
New Jersey
$50.9K +$53.6K +243 New
HT
447
Headlands Technologies
Illinois
$50.4K +$53.2K +241 New
UAML
448
US Asset Management LLC
Pennsylvania
$45K
PO
449
Private Ocean
California
$43.3K
HNB
450
Huntington National Bank
Ohio
$43.1K +$7.72K +35 +20%