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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
501
Front Row Advisors
California
$29K -$668 -2 -2%
PCG
502
Private Capital Group
Connecticut
$25K +$334 +1 +1%
ZB
503
Zions Bancorporation
Utah
$22K +$8.69K +26 +68%
C
504
Covestor
United Kingdom
$21K +$9.02K +27 +84%
FPFS
505
First Personal Financial Services
North Carolina
$20K
MA
506
Montag & Associates
Georgia
$20K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$19K +$3.01K +9 +20%
SC
508
Stephens Consulting
Michigan
$14.5K -$3.67K -11 -21%
AIM
509
Anchor Investment Management
South Carolina
$13.8K +$9.69K +29 +264%
CFGS
510
Concourse Financial Group Securities
Alabama
$13K +$2K +6 +20%
IFAM
511
Institutional & Family Asset Management
Colorado
$12K
TFM
512
TFC Financial Management
Massachusetts
$11K
HWA
513
HHM Wealth Advisors
Tennessee
$11K +$10.7K +32 New
TWC
514
TD Waterhouse Canada
Ontario, Canada
$10.6K
SPIA
515
Steward Partners Investment Advisory
New York
$10K
SCA
516
Stonebridge Capital Advisors
Minnesota
$10K
PCOC
517
Power Corp of Canada
Canada
$10K +$10K +30 New
MFC
518
Mechanics Financial Corp
Ohio
$9K
SSG
519
Summit Securities Group
New York
$9K +$8.69K +26 New
PA
520
PSI Advisors
Florida
$8K
IRC
521
Investors Research Corp
Georgia
$8K +$7.35K +22 New
CFB
522
Cullen/Frost Bankers
Texas
$7K
MCM
523
MV Capital Management
Maryland
$7K
TLCM
524
Twin Lakes Capital Management
California
$7K
ANBT
525
American National Bank & Trust
Texas
$7K +$7.01K +21 New