We are live on ! Find out more
ESS icon

Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
Mather Group
Illinois
$178K +$7.7K +30 +4%
QCG
452
Quadrant Capital Group
Ohio
$148K +$770 +3 +0.6%
NSIM
453
North Star Investment Management
Illinois
$136K
PS
454
Principal Securities
Iowa
$134K -$20.8K -81 -14%
TSMHT
455
Thurston Springer Miller Herd & Titak
Indiana
$131K +$123K +481 New
Lazard Asset Management
456
Lazard Asset Management
New York
$123K +$117K +455 New
Simplex Trading
457
Simplex Trading
Illinois
$117K -$629K -2,451 -85%
EC
458
EntryPoint Capital
New York
$109K +$103K +402 New
1IA
459
1620 Investment Advisors
Massachusetts
$109K +$103K +400 New
S
460
SignatureFD
Georgia
$105K -$16.9K -66 -15%
Bessemer Group
461
Bessemer Group
New Jersey
$99K -$55.2K -215 -37%
CFFP
462
Center for Financial Planning
Michigan
$95.3K
BLC
463
Brown, Lisle/Cummings
Rhode Island
$82.7K +$78K +304 New
VCM
464
Versant Capital Management
Arizona
$82.5K +$77.3K +301 +15,050%
AA
465
Alta Advisers
United Kingdom
$81.7K
CFM
466
Catalyst Funds Management
Australia
$81.7K +$77K +300 New
CT
467
Clearstead Trust
Maine
$80.8K
DIP
468
DT Investment Partners
Pennsylvania
$80.8K
VWM
469
Venturi Wealth Management
Texas
$76.8K +$37K +144 +104%
BTI
470
Blue Trust Inc
Georgia
$75.6K +$68.8K +268 +654%
LS
471
Livforsakringsbolaget Skandia
Sweden
$70.5K -$51.3K -200 -44%
RI
472
Ridgewood Investments
New Jersey
$66.2K +$62.4K +243 New
PCFFS
473
Pacific Center for Financial Services
California
$63.8K +$22.3K +87 +59%
BMC
474
Bear Mountain Capital
Washington
$60.6K
CTC
475
Central Trust Company
Missouri
$56.6K -$22.3K -87 -29%