We are live on ! Find out more
ESS icon

Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$12K -$2.17K -8 -14%
RTC
477
Riverview Trust Company
Washington
$12K +$13K +48 New
SWA
478
SOA Wealth Advisors
New York
$11K
SC
479
Stephens Consulting
Michigan
$10.2K
BSB
480
Bangor Savings Bank
Maine
$10K
GIS
481
Grayhawk Investment Strategies
Alberta, Canada
$10K
FIA
482
FNY Investment Advisers
New York
$9K +$1.62K +6 +18%
CA
483
Crewe Advisors
Utah
$8K
HWA
484
HHM Wealth Advisors
Tennessee
$8K
IFAM
485
Institutional & Family Asset Management
Colorado
$8K
TFM
486
TFC Financial Management
Massachusetts
$8K
BTI
487
Blue Trust Inc
Georgia
$8K +$6.22K +23 +288%
TWC
488
TD Waterhouse Canada
Ontario, Canada
$7.4K
SCA
489
Stonebridge Capital Advisors
Minnesota
$7K
ANBT
490
American National Bank & Trust
Texas
$7K +$1.89K +7 +33%
MFC
491
Mechanics Financial Corp
Ohio
$6K
MCM
492
MV Capital Management
Maryland
$6K +$1.08K +4 +20%
CFO
493
CVA Family Office
Colorado
$5K
IRC
494
Investors Research Corp
Georgia
$5K
PA
495
PSI Advisors
Florida
$5K
TLCM
496
Twin Lakes Capital Management
California
$5K +$5.41K +20 New
CA
497
Clearstead Advisors
Ohio
$4K -$76.3K -282 -95%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$4K -$8.12K -30 -65%
HI
499
Harbour Investments
Wisconsin
$4K
EWA
500
EverSource Wealth Advisors
Alabama
$3K -$4.33K -16 -57%