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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
451
Capital Advisors Ltd
Ohio
$39K +$714 +3 +2%
PA
452
PSI Advisors
Florida
$38.8K
PCFFS
453
Pacific Center for Financial Services
California
$36K +$238 +1 +0.7%
VWM
454
Venturi Wealth Management
Texas
$33.8K +$17.4K +73 +112%
HNB
455
Huntington National Bank
Ohio
$33.1K -$16.2K -68 -33%
SOW
456
State of Wyoming
Wyoming
$32.8K +$476 +2 +2%
LC
457
Lindbrook Capital
California
$31.8K +$4.76K +20 +18%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$30.8K +$9.04K +38 +43%
MC
459
Muzinich & Co
New York
$28.8K
FRA
460
Front Row Advisors
California
$28.7K +$27.6K +116 New
PTC
461
Private Trust Company
Ohio
$26.2K +$24K +101 +1,683%
WTA
462
Washington Trust Advisors
Massachusetts
$24.7K
OCM
463
Orion Capital Management
California
$24.5K
RA
464
Ransom Advisory
Rhode Island
$24.5K +$23.8K +100 New
BBHC
465
Brown Brothers Harriman & Co
New York
$23.7K -$714 -3 -3%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$23.3K +$1.19K +5 +6%
AGWCA
467
Annis Gardner Whiting Capital Advisors
Florida
$22.3K +$1.19K +5 +6%
TFIPS
468
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22K
WTC
469
WhitTier Trust Company
Nevada
$21.3K
SPIA
470
Steward Partners Investment Advisory
New York
$19.8K -$4.52K -19 -19%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$19.6K -$656K -2,757 -97%
CAL
472
Capital Analysts LLC
Pennsylvania
$19K
ST
473
Smithfield Trust
Pennsylvania
$16K
QL
474
Quarry LP
New York
$15.2K +$9.04K +38 +158%
MA
475
Montag & Associates
Georgia
$14.6K