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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Berman Capital Advisors
Georgia
$19K +$8.63K +36 +71%
HNB
452
Huntington National Bank
Ohio
$18K +$2.16K +9 +13%
JFA
453
JNBA Financial Advisors
Minnesota
$17K
CI
454
CX Institutional
Indiana
$17K +$479 +2 +3%
CAW
455
Cornerstone Advisors (Washington)
Washington
$17K +$1.68K +7 +11%
PAG
456
Private Advisor Group
New Jersey
$17K +$17.7K +74 New
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$16K
VFA
458
Valeo Financial Advisors
Indiana
$15K -$34.5K -144 -68%
WFMPM
459
Woodley Farra Manion Portfolio Management
Indiana
$13K
TAIM
460
TD Ameritrade Investment Management
Nebraska
$12K -$719 -3 -5%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$11K +$1.68K +7 +16%
OPS
462
Orion Portfolio Solutions
Nebraska
$10K -$479 -2 -4%
ZB
463
Zions Bancorporation
Utah
$9K -$7.67K -32 -44%
CFA
464
Carroll Financial Associates
North Carolina
$9K
MSFP
465
Mark Sheptoff Financial Planning
Connecticut
$9K
BL
466
Balentine LLC
Georgia
$9K +$9.11K +38 New
PWMG
467
Prestige Wealth Management Group
New Jersey
$8K -$1.2K -5 -13%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$8K +$719 +3 +9%
CCA
469
Column Capital Advisors
Indiana
$7K -$5.03K -21 -39%
IFAM
470
Institutional & Family Asset Management
Colorado
$7K -$1.68K -7 -19%
LWM
471
Lenox Wealth Management
Ohio
$7K -$959 -4 -11%
SPIA
472
Steward Partners Investment Advisory
New York
$7K
SCA
473
Stonebridge Capital Advisors
Minnesota
$7K
JCM
474
Jacobi Capital Management
Pennsylvania
$5K
SFS
475
Sowell Financial Services
Arkansas
$4K -$24K -100 -85%