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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
476
Private Ocean
California
$56.3K
CH
477
Cromwell Holdings
Wyoming
$53.8K +$50.3K +196 New
SWS
478
SYSTM Wealth Solutions
Illinois
$52.9K -$76K -296 -61%
WTC
479
WhitTier Trust Company
Nevada
$52.5K +$27.2K +106 +122%
PIS
480
POM Investment Strategies
North Carolina
$51.2K +$513 +2 +1%
HPC
481
HM Payson & Co
Maine
$49K
TFIPS
482
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49K +$23.1K +90 +100%
BGAI
483
Bruce G. Allen Investments
Colorado
$47.4K +$770 +3 +2%
CAL
484
Capital Advisors Ltd
Ohio
$46K +$2.82K +11 +7%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$43.8K +$16.9K +66 +69%
PA
486
PSI Advisors
Florida
$43.2K
HNB
487
Huntington National Bank
Ohio
$40K +$3.08K +12 +9%
LC
488
Lindbrook Capital
California
$34K -$1.28K -5 -4%
CAS
489
Coppell Advisory Solutions
Texas
$34K +$32.1K +125 New
MC
490
Muzinich & Co
New York
$31.6K
FRA
491
Front Row Advisors
California
$31.3K -$513 -2 -2%
TFF
492
The Family Firm
Maryland
$31.3K +$29.5K +115 New
UB
493
UMB Bank
Missouri
$30.5K +$24.6K +96 +600%
CA
494
Continuum Advisory
Idaho
$29.9K +$19.3K +75 +214%
PTC
495
Private Trust Company
Ohio
$29.1K
WTA
496
Washington Trust Advisors
Massachusetts
$27.5K
RA
497
Ransom Advisory
Rhode Island
$27.2K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$26.7K +$4.62K +18 +23%
BBHC
499
Brown Brothers Harriman & Co
New York
$26.4K
T
500
TOBAM
France
$26K -$37.2K -145 -60%