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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
476
Tarbox Family Office
California
$4K -$479 -2 -10%
SFSIG
477
San Francisco Sentry Investment Group
California
$4K
AF
478
Advisornet Financial
Minnesota
$4K +$3.83K +16 New
CFD
479
Creative Financial Designs
Indiana
$4K +$4.55K +19 New
CAM
480
ClariVest Asset Management
California
$3K
SIM
481
Sonora Investment Management
Arizona
$3K
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.98K -$2.4K -10 -43%
Bessemer Group
483
Bessemer Group
New Jersey
$2K -$8.87K -37 -80%
BWM
484
BerganKDV Wealth Management
Minnesota
$2K -$1.92K -8 -50%
CCM
485
Copeland Capital Management
Pennsylvania
$2K
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
EW
487
Evoke Wealth
California
$2K
WAMC
488
Western Asset Management Company
California
$2K +$1.44K +6 New
MIM
489
Macroview Investment Management
Maryland
$2K +$2.16K +9 New
WPA
490
West Paces Advisors
Georgia
$1.83K
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
PW
492
Price Wealth
Texas
$1K +$1.2K +5 New
CFB
493
Cullen/Frost Bankers
Texas
$1K +$1.44K +6 New
GEA
494
Glen Eagle Advisors
New Jersey
$688
RC
495
Resolution Capital
Australia
-$57.6M -261,379 Closed
Balyasny Asset Management
496
Balyasny Asset Management
Illinois
-$20.6M -93,712 Closed
WCP
497
Waterfront Capital Partners
New York
-$13.2M -60,062 Closed
SGI
498
Summit Global Investments
Utah
-$5.83M -26,479 Closed
RBA
499
Richard Bernstein Advisors
New York
-$4.43M -20,081 Closed
Arrowstreet Capital
500
Arrowstreet Capital
Massachusetts
-$3.36M -15,255 Closed