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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K +$119K +502 +290%
FFA
427
Farther Finance Advisors
California
$149K -$6.9K -29 -4%
GI
428
GAMMA Investing
California
$145K +$13.1K +55 +10%
Bessemer Group
429
Bessemer Group
New Jersey
$141K +$31.4K +132 +30%
PS
430
Principal Securities
Iowa
$140K +$7.62K +32 +6%
QCG
431
Quadrant Capital Group
Ohio
$133K +$6.67K +28 +5%
NSIM
432
North Star Investment Management
Illinois
$122K
SWS
433
SYSTM Wealth Solutions
Illinois
$120K -$7.62K -32 -6%
LS
434
Livforsakringsbolaget Skandia
Sweden
$113K
S
435
SignatureFD
Georgia
$110K +$22.1K +93 +26%
CFFP
436
Center for Financial Planning
Michigan
$85.7K
Walleye Trading
437
Walleye Trading
New York
$78.3K +$76.2K +320 New
LFG
438
Larson Financial Group
Missouri
$75.4K +$73.1K +307 +30,700%
AA
439
Alta Advisers
United Kingdom
$73.4K
CT
440
Clearstead Trust
Maine
$72.7K
DIP
441
DT Investment Partners
Pennsylvania
$72.7K
CTC
442
Central Trust Company
Missouri
$72.2K
T
443
TOBAM
France
$59K
BMC
444
Bear Mountain Capital
Washington
$51.4K
PO
445
Private Ocean
California
$50.7K
PIS
446
POM Investment Strategies
North Carolina
$45.6K +$238 +1 +0.5%
VL
447
Vima LLC
Michigan
$44.2K +$12.1K +51 +32%
HPC
448
HM Payson & Co
Maine
$44.1K
BGAI
449
Bruce G. Allen Investments
Colorado
$41.9K +$1.67K +7 +4%
CA
450
CoreCap Advisors
Michigan
$39.6K +$38.6K +162 New