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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
426
Savant Capital
Illinois
$277K -$2.32K -8 -0.8%
BFG
427
Bleakley Financial Group
New Jersey
$277K +$16.5K +57 +6%
PP
428
Paloma Partners
Connecticut
$275K +$270K +930 New
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$274K -$33.4K -115 -11%
TSS
430
Two Sigma Securities
New York
$267K +$262K +904 New
GT
431
Greenleaf Trust
Michigan
$266K +$3.19K +11 +1%
VSQM
432
V-Square Quantitative Management
Illinois
$265K +$33.9K +117 +15%
NIM
433
NEOS Investment Management
Connecticut
$264K
CWI
434
Conscious Wealth Investments
Florida
$261K
FFA
435
Farther Finance Advisors
California
$261K +$32.8K +113 +15%
HI
436
Horizon Investments
North Carolina
$260K -$56K -193 -18%
PWMAG
437
Pinnacle Wealth Management Advisory Group
New Jersey
$258K -$1.16K -4 -0.5%
CRWM
438
Castle Rock Wealth Management
California
$256K -$3.48K -12 -1%
WANY
439
Wealthspire Advisors (New York)
New York
$255K +$250K +862 New
SFG
440
Sovereign Financial Group
Connecticut
$252K +$290 +1 +0.1%
Man Group
441
Man Group
United Kingdom
$251K +$246K +848 New
KHCM
442
Kirtland Hills Capital Management
Ohio
$247K +$580 +2 +0.2%
MA
443
Mutual Advisors
Nebraska
$241K -$1.16K -4 -0.5%
TPWA
444
TRUE Private Wealth Advisors
Oregon
$240K -$2.61K -9 -1%
DTL
445
Dynamic Technology Lab
Singapore
$236K +$232K +800 New
CIA
446
Concurrent Investment Advisors
Florida
$234K +$870 +3 +0.4%
FRA
447
Frank Rimerman Advisors
California
$234K
PF
448
Phoenix Financial
Israel
$234K +$229K +790 New
CF
449
Copperwynd Financial
Arizona
$233K -$11K -38 -5%
CSC
450
Caldwell Sutter Capital
California
$232K