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Essex Property Trust

543 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+24
Holders Change %
+4.62%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
176
Reduced
214
Closed
49
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
476
DAGCO Inc
Ohio
$18.3K +$18.3K +74 New
DWS
477
Dynamic Wealth Strategies
California
$18.3K +$18.3K +74 New
VWM
478
Venturi Wealth Management
Texas
$16.1K +$12.6K +51 +364%
ST
479
Smithfield Trust
Pennsylvania
$16K -$2.18K -9 -12%
MA
480
Montag & Associates
Georgia
$14.6K
DMBA
481
Deseret Mutual Benefit Administrators
Utah
$14.6K -$5.95K -24 -29%
PPC
482
Park Place Capital
Alabama
$14.6K
AP
483
Aspect Partners
Virginia
$13.6K +$13.6K +55 New
C
484
Covestor
United Kingdom
$13K +$491 +2 +4%
GWM
485
Geneos Wealth Management
Colorado
$12.6K +$496 +2 +4%
PMFA
486
Plante Moran Financial Advisors
Michigan
$12.4K
CA
487
Clearstead Advisors
Ohio
$12.2K -$94.2K -380 -89%
TPCW
488
TD Private Client Wealth
New York
$12.1K -$8.18K -33 -40%
GRP
489
Global Retirement Partners
California
$11.7K -$995 -4 -8%
SWA
490
SOA Wealth Advisors
New York
$11.4K
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$10.9K
PA
492
Paralel Advisors
Colorado
$10.9K +$10.9K +44 New
BSB
493
Bangor Savings Bank
Maine
$10.4K
HWA
494
HHM Wealth Advisors
Tennessee
$10.2K
MLA
495
MB, Levis & Associates
Pennsylvania
$9.17K
GIS
496
Grayhawk Investment Strategies
Alberta, Canada
$7.44K
GKIM
497
GW&K Investment Management
Massachusetts
$7K -$1.17K -5 -14%
MFC
498
Mechanics Financial Corp
Ohio
$6.2K
MCM
499
Manchester Capital Management
Vermont
$6.2K +$6.2K +25 New
IA
500
IFP Advisors
Florida
$6.06K