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Essex Property Trust

477 hedge funds and large institutions have $12.8B invested in Essex Property Trust in 2020 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 186 increasing their positions, 179 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 179

0.99% more ownership

Funds ownership: 96.64%97.63% (+0.99%)

4% less funds holding

Funds holding: 498477 (-21)

12% less capital invested

Capital invested by funds: $14.5B → $12.8B (-$1.71B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

28% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 60

56% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $31M

Holders
477
Holders Change
-21
Holders Change %
-4.22%
% of All Funds
9.62%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
43
Increased
186
Reduced
179
Closed
60
Calls
$13.5M
Puts
$31M
Net Calls
-$17.5M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
451
Tarbox Family Office
California
$4K
HCP
452
Hexagon Capital Partners
Arkansas
$4K +$4.36K +20 New
GAM
453
Gemmer Asset Management
California
$3K -$3.19M -14,666 -100%
AF
454
Advisornet Financial
Minnesota
$3K
SFSIG
455
San Francisco Sentry Investment Group
California
$3K
Bessemer Group
456
Bessemer Group
New Jersey
$3K +$1.74K +8 +89%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61K
BWM
458
BerganKDV Wealth Management
Minnesota
$2K
CCM
459
Copeland Capital Management
Pennsylvania
$2K
EFSCE
460
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SIM
461
Sonora Investment Management
Arizona
$2K
CFB
462
Cullen/Frost Bankers
Texas
$2K +$653 +3 +50%
GKIM
463
GW&K Investment Management
Massachusetts
$2K +$2.18K +10 New
WPA
464
West Paces Advisors
Georgia
$1.61K
LWCFA
465
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
EI
466
Ellevest Inc
New York
$1K +$436 +2 +200%
TFM
467
TFC Financial Management
Massachusetts
$1K +$653 +3 New
TFA
468
Transamerica Financial Advisors
Florida
$1K +$1.09K +5 New
FHC
469
First Horizon Corporation
Tennessee
$1K +$1.31K +6 New
HR
470
Howe & Rusling
New York
$1K +$1.31K +6 New
PFWA
471
Paces Ferry Wealth Advisors
Georgia
$1K +$1.31K +6 New
GEA
472
Glen Eagle Advisors
New Jersey
$602
ESCM
473
Echo Street Capital Management
New York
-$26.7M -116,662 Closed
PI
474
Putnam Investments
Massachusetts
-$9.06M -39,553 Closed
Wellington Management Group
475
Wellington Management Group
Massachusetts
-$6.97M -30,404 Closed