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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
501
Annis Gardner Whiting Capital Advisors
Florida
$25.8K +$1.03K +4 +4%
GRP
502
Global Retirement Partners
California
$24.2K +$8.73K +34 +62%
CAL
503
Capital Analysts LLC
Pennsylvania
$22K +$257 +1 +1%
Northwestern Mutual Wealth Management
504
Northwestern Mutual Wealth Management
Wisconsin
$21K -$12.6K -49 -39%
ST
505
Smithfield Trust
Pennsylvania
$18K
MA
506
Montag & Associates
Georgia
$16.2K
PPC
507
Park Place Capital
Alabama
$16.1K
DWS
508
Dynamic Wealth Strategies
California
$15K
AP
509
Aspect Partners
Virginia
$15K
C
510
Covestor
United Kingdom
$14K
PI
511
PEAK6 Investments
Illinois
$13.7K -$753K -2,935 -98%
PMFA
512
Plante Moran Financial Advisors
Michigan
$13.6K
SAM
513
Smartleaf Asset Management
Massachusetts
$13.1K +$1.8K +7 +17%
SWA
514
SOA Wealth Advisors
New York
$12.5K
CA
515
Clearstead Advisors
Ohio
$12K
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$12K
HNB
517
Hilltop National Bank
Wyoming
$12K
TPCW
518
TD Private Client Wealth
New York
$11.4K -$1.8K -7 -14%
BSB
519
Bangor Savings Bank
Maine
$11.4K
DMBA
520
Deseret Mutual Benefit Administrators
Utah
$10.6K -$5.13K -20 -34%
SPIA
521
Steward Partners Investment Advisory
New York
$10.1K -$11.3K -44 -54%
MLA
522
MB, Levis & Associates
Pennsylvania
$10.1K
MAM
523
Meeder Asset Management
Ohio
$10.1K +$9.5K +37 New
GKIM
524
GW&K Investment Management
Massachusetts
$10K +$1.03K +4 +13%
HFS
525
Hantz Financial Services
Michigan
$10K +$9.75K +38 New