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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
451
Livforsakringsbolaget Skandia
Sweden
$42.2K
AWM
452
Avior Wealth Management
Nebraska
$42K +$43.7K +198 +6,600%
First Manhattan
453
First Manhattan
New York
$38.7K
AAS
454
Ameritas Advisory Services
Nebraska
$37.7K +$39.3K +178 New
HPC
455
HM Payson & Co
Maine
$37.6K -$5.51K -25 -12%
ASN
456
Advisory Services Network
Georgia
$32.4K +$34.2K +155 New
SPIA
457
Steward Partners Investment Advisory
New York
$31.6K +$6.84K +31 +26%
PCFFS
458
Pacific Center for Financial Services
California
$30K +$31.5K +143 New
GI
459
Gradient Investments
Minnesota
$27.2K +$28.7K +130 New
SSG
460
Summit Securities Group
New York
$26K +$13K +59 +89%
TPCW
461
TD Private Client Wealth
New York
$25.5K +$1.32K +6 +5%
NFSG
462
Newbridge Financial Services Group
Florida
$25.5K +$26.9K +122 New
CAL
463
Capital Analysts LLC
Pennsylvania
$25K -$3.53K -16 -12%
MC
464
Muzinich & Co
New York
$24.3K
WTA
465
Washington Trust Advisors
Massachusetts
$22.8K
PPC
466
Park Place Capital
Alabama
$22.6K
BBHC
467
Brown Brothers Harriman & Co
New York
$21.1K +$221 +1 +1%
FRA
468
Front Row Advisors
California
$21K +$7.06K +32 +46%
OCM
469
Orion Capital Management
California
$20.9K +$22.1K +100 New
Bessemer Group
470
Bessemer Group
New Jersey
$20K -$11K -50 -34%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$19.9K +$10.4K +47 +98%
ST
472
Smithfield Trust
Pennsylvania
$18K
FIA
473
FNY Investment Advisers
New York
$18K +$4.41K +20 +29%
PFBT
474
Parkside Financial Bank & Trust
Missouri
$17.1K +$9.04K +41 +100%
DMBA
475
Deseret Mutual Benefit Administrators
Utah
$16.3K