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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
451
Mather Group
Illinois
$231K +$15.7K +54 +7%
PP
452
Prudential plc
United Kingdom
$230K
LWAM
453
Legacy Wealth Asset Management
Minnesota
$229K +$10.2K +35 +5%
SCM
454
Schnieders Capital Management
California
$227K +$3.48K +12 +2%
CI Investments Inc
455
CI Investments Inc
Ontario, Canada
$226K +$22K +76 +11%
CAMG
456
CWA Asset Management Group
Florida
$226K +$222K +765 New
BTI
457
Blue Trust Inc
Georgia
$226K +$151K +521 +169%
RSWM
458
Robertson Stephens Wealth Management
California
$226K -$1.74K -6 -0.8%
ASBI
459
American State Bank (Iowa)
Iowa
$221K
WSFS
460
Wilmington Savings Fund Society
Delaware
$217K +$213K +735 New
AF
461
Allworth Financial
California
$214K +$3.48K +12 +2%
AFO
462
Allie Family Office
Florida
$210K +$207K +712 New
A
463
AlphaQuest
New York
$210K +$206K +710 New
KCM
464
Kathmere Capital Management
Pennsylvania
$210K +$206K +710 New
SFI
465
Siemens Fonds Invest
Germany
$207K +$204K +702 New
CW
466
Code Waechter
Florida
$207K +$203K +700 New
IIC
467
Ironwood Investment Counsel
Arizona
$207K -$43.5K -150 -18%
SCA
468
Snowden Capital Advisors
New York
$205K +$200K +688 New
AIS
469
American Investment Services
Massachusetts
$204K +$201K +692 New
AFG
470
Atomi Financial Group
New York
$204K +$200K +690 New
OP
471
ORG Partners
Indiana
$203K -$591K -2,039 -75%
LWM
472
Liberty Wealth Management
California
$201K +$198K +681 New
FFP
473
FourThought Financial Partners
Florida
$201K -$49.6K -171 -20%
HFM
474
Harvest Fund Management
China
$200K -$11K -38 -5%
AIP
475
Ameritas Investment Partners
Nebraska
$192K -$12.8K -44 -6%