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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
PSI Advisors
Florida
$4.72K
IRC
502
Investors Research Corp
Georgia
$4.6K
GRP
503
Global Retirement Partners
California
$4.33K -$5.29K -24 -55%
TLCM
504
Twin Lakes Capital Management
California
$4.3K +$221 +1 +5%
AIM
505
Anchor Investment Management
South Carolina
$3.56K -$16.8K -76 -82%
MCM
506
MV Capital Management
Maryland
$3.35K +$221 +1 +7%
AWM
507
Abound Wealth Management
Tennessee
$3.14K
RTL
508
Red Tortoise LLC
Georgia
$2.72K
Point72 Asset Management
509
Point72 Asset Management
Connecticut
$2.63K -$970K -4,399 -100%
BIA
510
Bell Investment Advisors
California
$2.09K +$882 +4 +67%
CFO
511
CVA Family Office
Colorado
$2.09K +$2.21K +10 New
AF
512
Advisornet Financial
Minnesota
$1.88K +$1.99K +9 New
BWM
513
BerganKDV Wealth Management
Minnesota
$1.75K
WPA
514
West Paces Advisors
Georgia
$1.67K
IA
515
IFP Advisors
Florida
$1.52K -$43.2K -196 -96%
EBA
516
Eagle Bay Advisors
New York
$1.25K -$441 -2 -25%
KFP
517
KB Financial Partners
New Jersey
$1K
Commonwealth Equity Services
518
Commonwealth Equity Services
Massachusetts
$910 +$161K +731 +20%
FHA
519
First Horizon Advisors
Tennessee
$837
GBT
520
Grove Bank & Trust
Florida
$837
UFF
521
USA Financial Formulas
Michigan
$837 +$882 +4 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$635
SWA
523
Sutton Wealth Advisors
Florida
$627 -$129K -587 -99%
BAAM
524
Baker Avenue Asset Management
California
$627 -$221 -1 -25%
CA
525
Clearstead Advisors
Ohio
$419 -$19.2K -87 -98%