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Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$44K
TPCW
452
TD Private Client Wealth
New York
$40.5K +$2.98K +11 +7%
MC
453
Muzinich & Co
New York
$39K
DMBA
454
Deseret Mutual Benefit Administrators
Utah
$35K -$8.39K -31 -18%
PCFFS
455
Pacific Center for Financial Services
California
$34K
CAL
456
Capital Analysts LLC
Pennsylvania
$33K
Pacer Advisors
457
Pacer Advisors
Pennsylvania
$32K -$6.82M -25,221 -99%
UB
458
UMB Bank
Missouri
$29K -$7.58K -28 -19%
WTA
459
Washington Trust Advisors
Massachusetts
$26K +$271 +1 +0.9%
FRA
460
Front Row Advisors
California
$25K -$541 -2 -2%
BBHC
461
Brown Brothers Harriman & Co
New York
$24K +$812 +3 +3%
CFGS
462
Concourse Financial Group Securities
Alabama
$23K +$16.2K +60 +167%
AWM
463
Abound Wealth Management
Tennessee
$20.6K +$23K +85 New
ST
464
Smithfield Trust
Pennsylvania
$20K
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$20K +$20K +74 +925%
HIIFS
466
Harel Insurance Investments & Financial Services
Israel
$19K -$18.9K -70 -47%
AIM
467
Anchor Investment Management
South Carolina
$17.7K +$4.33K +16 +28%
GWM
468
Geneos Wealth Management
Colorado
$16K +$18.7K +69 New
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$15.8K -$268K -992 -2%
SPIA
470
Steward Partners Investment Advisory
New York
$15K +$4.33K +16 +36%
C
471
Covestor
United Kingdom
$14K -$541 -2 -3%
FPFS
472
First Personal Financial Services
North Carolina
$14K
MA
473
Montag & Associates
Georgia
$14K
SOW
474
State of Wyoming
Wyoming
$13K +$812 +3 +6%
ZB
475
Zions Bancorporation
Utah
$13K +$6.76K +25 +89%