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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
476
Concourse Financial Group Securities
Alabama
$8K -$466K -1,798 -98%
SCA
477
Stonebridge Capital Advisors
Minnesota
$8K +$7.78K +30 New
BAMG
478
Brand Asset Management Group
Missouri
$7K
ZB
479
Zions Bancorporation
Utah
$7K +$1.3K +5 +23%
CFO
480
CVA Family Office
Colorado
$7K +$6.48K +25 New
AIG
481
American International Group
New York
$5.44K -$177K -684 -3%
SSB
482
Sandy Spring Bank
Maryland
$5K -$8.3K -32 -62%
CFD
483
Creative Financial Designs
Indiana
$5K
EWA
484
Evolution Wealth Advisors
Florida
$5K
HCP
485
Hexagon Capital Partners
Arkansas
$5K
SAI
486
Systematic Alpha Investments
New Jersey
$5K
TLCM
487
Twin Lakes Capital Management
California
$5K +$4.93K +19 New
GAM
488
Gemmer Asset Management
California
$4K
SFSIG
489
San Francisco Sentry Investment Group
California
$4K
TFO
490
Tarbox Family Office
California
$4K
HI
491
Harbour Investments
Wisconsin
$4K +$4.15K +16 New
SIM
492
Sonora Investment Management
Arizona
$3K
TAIM
493
TD Ameritrade Investment Management
Nebraska
$3K
MWP
494
Meridian Wealth Partners
Pennsylvania
$3K +$3.11K +12 New
WPA
495
West Paces Advisors
Georgia
$2.17K
AF
496
Advisornet Financial
Minnesota
$2K -$1.81K -7 -44%
BWM
497
BerganKDV Wealth Management
Minnesota
$2K
FHC
498
First Horizon Corporation
Tennessee
$2K
HR
499
Howe & Rusling
New York
$2K
SFO
500
Standard Family Office
South Dakota
$2K