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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
426
Bayesian Capital Management
New York
$232K +$218K +851 New
FFP
427
FourThought Financial Partners
Florida
$232K -$890K -3,468 -80%
IIC
428
Ironwood Investment Counsel
Arizona
$231K
EF
429
Empowered Funds
Pennsylvania
$230K +$5.9K +23 +3%
CF
430
Copperwynd Financial
Arizona
$230K -$8.98K -35 -4%
MCM
431
MAI Capital Management
Ohio
$230K +$513 +2 +0.2%
MA
432
Mutual Advisors
Nebraska
$229K +$206K +802 New
KHCM
433
Kirtland Hills Capital Management
Ohio
$227K
TPWA
434
TRUE Private Wealth Advisors
Oregon
$224K
TIA
435
Trust Investment Advisors
Indiana
$217K +$205K +799 New
FRA
436
Frank Rimerman Advisors
California
$216K +$204K +793 New
CIA
437
Concurrent Investment Advisors
Florida
$215K +$203K +790 New
CSC
438
Caldwell Sutter Capital
California
$214K +$5.39K +21 +3%
VSQM
439
V-Square Quantitative Management
Illinois
$213K -$44.4K -173 -18%
PP
440
Prudential plc
United Kingdom
$212K +$200K +778 New
NWM
441
Napa Wealth Management
California
$211K +$199K +775 New
FFA
442
Farther Finance Advisors
California
$210K +$38K +148 +24%
RSWM
443
Robertson Stephens Wealth Management
California
$210K +$196K +764 New
SCM
444
Schnieders Capital Management
California
$206K +$194K +757 New
ASBI
445
American State Bank (Iowa)
Iowa
$204K +$192K +748 New
AF
446
Allworth Financial
California
$203K
LWAM
447
Legacy Wealth Asset Management
Minnesota
$201K +$190K +740 New
HFM
448
Harvest Fund Management
China
$195K +$184K +716 New
AIP
449
Ameritas Investment Partners
Nebraska
$189K
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$187K -$1.28K -5 -0.7%