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Essex Property Trust

524 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 93.84%95.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

2% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 196

7% less call options, than puts

Call options by funds: $9.91M | Put options by funds: $10.6M

3% less funds holding

Funds holding: 542524 (-18)

6% less capital invested

Capital invested by funds: $16B → $15B (-$981M)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

Holders
524
Holders Change
-18
Holders Change %
-3.32%
% of All Funds
9.03%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
43
Increased
192
Reduced
196
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
501
Howe & Rusling
New York
$3K
VCM
502
Versant Capital Management
Arizona
$3K +$1.89K +7 +175%
BIA
503
Bell Investment Advisors
California
$2K -$271 -1 -11%
AF
504
Advisornet Financial
Minnesota
$2K
BWM
505
BerganKDV Wealth Management
Minnesota
$2K
WPA
506
West Paces Advisors
Georgia
$1.94K
FHA
507
First Horizon Advisors
Tennessee
$1K -$17.6K -65 -94%
EBA
508
Eagle Bay Advisors
New York
$1K -$541 -2 -40%
CAC
509
Core Alternative Capital
Georgia
$1K
JWM
510
Janiczek Wealth Management
Colorado
$1K
PWMG
511
Prestige Wealth Management Group
New Jersey
$1K
PTC
512
Private Trust Company
Ohio
$1K
S
513
Surevest
California
$1K
UFF
514
USA Financial Formulas
Michigan
$1K
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.08K +4 New
PFPT
516
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K +$1.35K +5 New
Simplex Trading
517
Simplex Trading
Illinois
$1K +$1.62K +6 New
SFO
518
Standard Family Office
South Dakota
$1K +$1.62K +6 New
WCP
519
Waterfront Capital Partners
New York
-$75M -286,725 Closed
E
520
Ergoteles
New York
-$12.3M -47,115 Closed
CGM
521
Capital Growth Management
Massachusetts
-$10.5M -40,000 Closed
BA
522
Bridgewater Associates
Connecticut
-$7.83M -29,958 Closed
DWM
523
Dakota Wealth Management
Florida
-$6.54M -25,000 Closed
Arrowstreet Capital
524
Arrowstreet Capital
Massachusetts
-$6.15M -23,529 Closed
QC
525
Quadrature Capital
United Kingdom
-$5.87M -22,433 Closed