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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
476
Deseret Mutual Benefit Administrators
Utah
$14.4K
PPC
477
Park Place Capital
Alabama
$14.4K
DWS
478
Dynamic Wealth Strategies
California
$14K -$4.29K -18 -24%
AP
479
Aspect Partners
Virginia
$13.5K
GRP
480
Global Retirement Partners
California
$13.5K +$1.9K +8 +17%
C
481
Covestor
United Kingdom
$13K -$238 -1 -2%
PMFA
482
Plante Moran Financial Advisors
Michigan
$12.2K
TPCW
483
TD Private Client Wealth
New York
$12K
CA
484
Clearstead Advisors
Ohio
$11.5K -$1.19K -5 -10%
SWA
485
SOA Wealth Advisors
New York
$11.4K
FMII
486
Farmers & Merchants Investments Inc
Nebraska
$10.8K
HNB
487
Hilltop National Bank
Wyoming
$10.8K +$10.5K +44 New
BSB
488
Bangor Savings Bank
Maine
$10.3K
BTI
489
Blue Trust Inc
Georgia
$10K -$45.2K -190 -82%
HWA
490
HHM Wealth Advisors
Tennessee
$10K
SAM
491
Smartleaf Asset Management
Massachusetts
$9.9K +$9.04K +38 +1,267%
CA
492
Continuum Advisory
Idaho
$9.09K +$8.33K +35 New
MLA
493
MB, Levis & Associates
Pennsylvania
$9.06K
GKIM
494
GW&K Investment Management
Massachusetts
$8K +$238 +1 +3%
GIS
495
Grayhawk Investment Strategies
Alberta, Canada
$7.34K
VAG
496
VisionPoint Advisory Group
Texas
$7.34K +$7.14K +30 New
IA
497
IFP Advisors
Florida
$6.73K +$714 +3 +13%
MCM
498
Manchester Capital Management
Vermont
$6.12K
MFC
499
Mechanics Financial Corp
Ohio
$6.12K
RCM
500
Raleigh Capital Management
North Carolina
$5.88K +$2.62K +11 +85%