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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
476
Quadrant Capital Group
Ohio
$160K -$580 -2 -0.4%
TSMHT
477
Thurston Springer Miller Herd & Titak
Indiana
$159K +$16.8K +58 +12%
Northwestern Mutual Wealth Management
478
Northwestern Mutual Wealth Management
Wisconsin
$158K +$133K +459 +596%
NSIM
479
North Star Investment Management
Illinois
$148K
CFM
480
Catalyst Funds Management
Australia
$148K +$58K +200 +67%
WTC
481
WhitTier Trust Company
Nevada
$144K +$85K +293 +152%
ETC
482
Exchange Traded Concepts
Oklahoma
$143K +$130K +449 +1,247%
Optiver Holding
483
Optiver Holding
Netherlands
$142K +$139K +479 New
PS
484
Principal Securities
Iowa
$140K -$4.93K -17 -3%
Simplex Trading
485
Simplex Trading
Illinois
$140K +$13.1K +45 +10%
FDCP
486
Foster Dykema Cabot & Partners
Massachusetts
$131K +$127K +439 New
S
487
SignatureFD
Georgia
$121K +$7.25K +25 +6%
VCM
488
Versant Capital Management
Arizona
$108K +$18K +62 +20%
CFFP
489
Center for Financial Planning
Michigan
$103K
GWM
490
Geneos Wealth Management
Colorado
$95.4K +$93.1K +321 +16,050%
VWM
491
Venturi Wealth Management
Texas
$92.8K +$9.28K +32 +11%
CA
492
CoreCap Advisors
Michigan
$91.5K +$89.9K +310 New
PS
493
Planned Solutions
California
$90.1K +$88.5K +305 New
BLC
494
Brown, Lisle/Cummings
Rhode Island
$89.8K
SIM
495
Sentry Investment Management
Wisconsin
$89K +$87.6K +302 New
CT
496
Clearstead Trust
Maine
$87.7K
DIP
497
DT Investment Partners
Pennsylvania
$87.7K
ABWM
498
Alpine Bank Wealth Management
Colorado
$78.9K +$77.5K +267 New
CA
499
Continuum Advisory
Idaho
$68.1K +$33.4K +115 +105%
BMC
500
Bear Mountain Capital
Washington
$64.7K