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Essex Property Trust

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
476
Aspect Partners
Virginia
$13.5K
GRP
477
Global Retirement Partners
California
$13.5K +$1.96K +8 +17%
C
478
Covestor
United Kingdom
$13K -$250 -1 -2%
PMFA
479
Plante Moran Financial Advisors
Michigan
$12.2K
TPCW
480
TD Private Client Wealth
New York
$12K
CA
481
Clearstead Advisors
Ohio
$11.5K -$1.3K -5 -10%
SWA
482
SOA Wealth Advisors
New York
$11.4K
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$10.8K
HNB
484
Hilltop National Bank
Wyoming
$10.8K +$10.8K +44 New
BSB
485
Bangor Savings Bank
Maine
$10.3K
BTI
486
Blue Trust Inc
Georgia
$10K -$46.5K -190 -82%
HWA
487
HHM Wealth Advisors
Tennessee
$10K
SAM
488
Smartleaf Asset Management
Massachusetts
$9.9K +$9.17K +38 +1,267%
CA
489
Continuum Advisory
Idaho
$9.09K +$9.09K +35 New
MLA
490
MB, Levis & Associates
Pennsylvania
$9.06K
GKIM
491
GW&K Investment Management
Massachusetts
$8K +$258 +1 +3%
GIS
492
Grayhawk Investment Strategies
Alberta, Canada
$7.34K
VAG
493
VisionPoint Advisory Group
Texas
$7.34K +$7.34K +30 New
IA
494
IFP Advisors
Florida
$6.73K +$748 +3 +13%
MCM
495
Manchester Capital Management
Vermont
$6.12K
MFC
496
Mechanics Financial Corp
Ohio
$6.12K
RCM
497
Raleigh Capital Management
North Carolina
$5.88K +$2.69K +11 +85%
EWA
498
EverSource Wealth Advisors
Alabama
$5.42K -$493 -2 -8%
IRC
499
Investors Research Corp
Georgia
$5.39K
TLCM
500
Twin Lakes Capital Management
California
$5.24K