We are live on ! Find out more
ESS icon

Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
476
Blue Trust Inc
Georgia
$16K +$4.19K +19 +33%
ZB
477
Zions Bancorporation
Utah
$12.8K +$8.38K +38 +165%
MA
478
Montag & Associates
Georgia
$12.5K
QC
479
Quent Capital
New York
$12.2K
GWM
480
Geneos Wealth Management
Colorado
$12.1K -$2.43K -11 -16%
SOW
481
State of Wyoming
Wyoming
$11.7K +$1.1K +5 +10%
Group One Trading
482
Group One Trading
Illinois
$11.5K +$12.1K +55 New
C
483
Covestor
United Kingdom
$11K -$441 -2 -4%
HIIFS
484
Harel Insurance Investments & Financial Services
Israel
$10K -$2.21K -10 -17%
SWA
485
SOA Wealth Advisors
New York
$9.39K
HWA
486
HHM Wealth Advisors
Tennessee
$9.2K +$441 +2 +5%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$9.2K -$54.9K -249 -85%
BSB
488
Bangor Savings Bank
Maine
$8.78K
SC
489
Stephens Consulting
Michigan
$8.78K
GIS
490
Grayhawk Investment Strategies
Alberta, Canada
$8K -$70.6K -320 -91%
MLA
491
MB, Levis & Associates
Pennsylvania
$7.74K
UB
492
UMB Bank
Missouri
$7.11K +$1.99K +9 +36%
BAM
493
Belpointe Asset Management
Nevada
$6.91K -$9.48K -43 -57%
EWA
494
EverSource Wealth Advisors
Alabama
$6.9K -$8.38K -38 -54%
NA
495
NewEdge Advisors
Louisiana
$6.9K -$1.76K -8 -20%
TFM
496
TFC Financial Management
Massachusetts
$6.69K
SCA
497
Stonebridge Capital Advisors
Minnesota
$6.27K
CFGS
498
Concourse Financial Group Securities
Alabama
$5.92K +$662 +3 +12%
MFC
499
Mechanics Financial Corp
Ohio
$5.23K
HI
500
Harbour Investments
Wisconsin
$5.23K +$1.99K +9 +56%