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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
501
EverSource Wealth Advisors
Alabama
$5.42K -$476 -2 -8%
IRC
502
Investors Research Corp
Georgia
$5.39K
TLCM
503
Twin Lakes Capital Management
California
$5.24K
RL
504
Rogco LP
Oklahoma
$5.14K -$44.5K -187 -90%
MCM
505
MV Capital Management
Maryland
$4.9K
ZB
506
Zions Bancorporation
Utah
$4.9K
NA
507
NewEdge Advisors
Louisiana
$4.69K
CA
508
Crewe Advisors
Utah
$4.65K +$4.52K +19 New
CFB
509
Cullen/Frost Bankers
Texas
$4.65K
FFO
510
Fortitude Family Office
Arizona
$4.65K
AIM
511
Anchor Investment Management
South Carolina
$4.16K
UB
512
UMB Bank
Missouri
$3.92K
AWM
513
Avior Wealth Management
Nebraska
$3.92K +$3.09K +13 +433%
AWM
514
Abound Wealth Management
Tennessee
$3.68K
RTL
515
Red Tortoise LLC
Georgia
$3.18K
SC
516
Stephens Consulting
Michigan
$2.94K
AIC
517
Archer Investment Corporation
Indiana
$2.45K
GC
518
Globeflex Capital
California
$2.2K
BWL
519
Bogart Wealth LLC
Virginia
$2.2K +$2.14K +9 New
EBA
520
Eagle Bay Advisors
New York
$1.48K
GWM
521
Geneos Wealth Management
Colorado
$1.47K -$10.7K -45 -88%
T
522
Tidemark
California
$1.47K
TFM
523
TFC Financial Management
Massachusetts
$1.47K +$238 +1 +20%
PWMG
524
Private Wealth Management Group
New Jersey
$1.23K
DF
525
Dunhill Financial
United Kingdom
$1.23K +$238 +1 +25%