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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFP Advisors
Florida
$197K +$219K +657 +202%
HCA
452
Harbor Capital Advisors
Illinois
$185K +$179K +536 New
SIM
453
Sentry Investment Management
Wisconsin
$181K -$11K -33 -6%
Credit Agricole
454
Credit Agricole
France
$158K +$20K +60 +15%
BAMF
455
BI Asset Management Fondsmaeglerselskab
Denmark
$157K +$151K +453 New
BIP
456
Blueprint Investment Partners
North Carolina
$151K -$75.5K -226 -34%
CT
457
Cambridge Trust
Massachusetts
$150K
EI
458
Ellevest Inc
New York
$145K +$53.4K +160 +62%
CIP
459
Convergence Investment Partners
Florida
$137K +$132K +396 New
LC
460
Lindbrook Capital
California
$128K +$2.67K +8 +2%
T
461
TOBAM
France
$128K +$49.1K +147 +66%
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$127K +$63.1K +189 +106%
MAM
463
Meeder Asset Management
Ohio
$123K -$1.18M -3,541 -91%
NIM
464
NuWave Investment Management
New Jersey
$115K -$22.4K -67 -17%
GWS
465
Glassman Wealth Services
Virginia
$108K +$1K +3 +1%
Bank Julius Baer & Co
466
Bank Julius Baer & Co
Switzerland
$105K -$26.1K -78 -20%
CA
467
Clearstead Advisors
Ohio
$103K
Macquarie Group
468
Macquarie Group
Australia
$99.1K +$65.9M +197,243 +216%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$98K
S
470
SignatureFD
Georgia
$96K +$20.4K +61 +28%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$93K +$80.8K +242 +864%
HNWAG
472
High Net Worth Advisory Group
Florida
$87K
ST
473
Smithfield Trust
Pennsylvania
$84K +$53.4K +160 +193%
SWA
474
SOA Wealth Advisors
New York
$83K
DGAM
475
Desjardins Global Asset Management
Quebec, Canada
$83K +$2.67K +8 +3%