We are live on ! Find out more
ESS icon

Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Smartleaf Asset Management
Massachusetts
$63.9K +$49K +169 +352%
PCFFS
502
Pacific Center for Financial Services
California
$63.9K -$5.22K -18 -8%
RI
503
Ridgewood Investments
New Jersey
$63.5K -$8.12K -28 -12%
1IA
504
1620 Investment Advisors
Massachusetts
$59.1K -$58K -200 -50%
CH
505
Cromwell Holdings
Wyoming
$58.4K
CTC
506
Central Trust Company
Missouri
$57.6K -$3.77K -13 -6%
PIS
507
POM Investment Strategies
North Carolina
$56.1K +$580 +2 +1%
GRP
508
Global Retirement Partners
California
$55.5K +$28.7K +99 +111%
HPC
509
HM Payson & Co
Maine
$53.2K
TFIPS
510
Towarzystwo Funduszy Inwestycyjnych PZU SA
$53.2K
BGAI
511
Bruce G. Allen Investments
Colorado
$51.7K +$290 +1 +0.6%
CAL
512
Capital Advisors Ltd
Ohio
$50K
SOW
513
State of Wyoming
Wyoming
$47.9K -$204K -702 -81%
HNB
514
Huntington National Bank
Ohio
$47.9K +$4.35K +15 +10%
PA
515
PSI Advisors
Florida
$46.8K
JIP
516
Jaffetilchin Investment Partners
Florida
$44.2K +$43.5K +150 New
BIG
517
Brooklyn Investment Group
New York
$39K +$38.3K +132 New
T
518
TOBAM
France
$38K +$8.99K +31 +32%
CAS
519
Coppell Advisory Solutions
Texas
$36.8K
MC
520
Muzinich & Co
New York
$34.3K
DWS
521
Dynamic Wealth Strategies
California
$34K +$16.8K +58 +104%
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$33.4K +$4.35K +15 +15%
UB
523
UMB Bank
Missouri
$33.1K
LC
524
Lindbrook Capital
California
$31.9K -$4.93K -17 -14%
PFBT
525
Parkside Financial Bank & Trust
Missouri
$30.4K -$16.8K -58 -36%