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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
451
Arkadios Wealth Advisors
Georgia
$24K +$14.8K +57 +168%
ST
452
Smithfield Trust
Pennsylvania
$23K
HWMA
453
Heritage Wealth Management (Arizona)
Arizona
$23K +$22K +85 New
JCM
454
Jacobi Capital Management
Pennsylvania
$22K +$4.41K +17 +27%
CFA
455
Carroll Financial Associates
North Carolina
$22K +$10.6K +41 +98%
EI
456
Ellevest Inc
New York
$20K +$5.45K +21 +41%
HNB
457
Huntington National Bank
Ohio
$19K +$1.56K +6 +9%
Bessemer Group
458
Bessemer Group
New Jersey
$17K +$12.4K +48 +343%
SPIA
459
Steward Partners Investment Advisory
New York
$16K +$7.78K +30 +103%
PCG
460
Private Capital Group
Connecticut
$16K -$47.5K -183 -76%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$16K
GWM
462
Geneos Wealth Management
Colorado
$16K
MA
463
Montag & Associates
Georgia
$16K
BCA
464
Berman Capital Advisors
Georgia
$15K
VFA
465
Valeo Financial Advisors
Indiana
$15K +$519 +2 +4%
FHA
466
First Horizon Advisors
Tennessee
$14K
TCM
467
TD Capital Management
Tennessee
$14K +$13K +50 New
Nisa Investment Advisors
468
Nisa Investment Advisors
Missouri
$13.3K -$13.5M -52,246 -52%
S
469
SignatureFD
Georgia
$13K -$2.33K -9 -16%
AIC
470
Ameritas Investment Company
Nebraska
$12.8K +$12.2K +47 New
SLF
471
Sun Life Financial
Ontario, Canada
$11K -$8.15M -31,443 -100%
BMD
472
Better Money Decisions
New Mexico
$11K +$10.6K +41 New
PFBT
473
Parkside Financial Bank & Trust
Missouri
$10K -$1.56K -6 -14%
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$10K
IFAM
475
Institutional & Family Asset Management
Colorado
$10K