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Essex Property Trust

620 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
8.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
86
Increased
227
Reduced
206
Closed
57
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
501
Smartleaf Asset Management
Massachusetts
$89.6K +$28.3K +100 +46%
BLC
502
Brown, Lisle/Cummings
Rhode Island
$86.8K
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$86.5K -$434K -1,380 -83%
HNB
504
Huntington National Bank
Ohio
$85.6K +$39.4K +138 +85%
DIP
505
DT Investment Partners
Pennsylvania
$84.8K
CT
506
Clearstead Trust
Maine
$84.8K
SIM
507
Sentry Investment Management
Wisconsin
$74K -$12K -42 -14%
CA
508
Continuum Advisory
Idaho
$72.8K +$8.56K +30 +13%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$69K -$149K -522 -68%
AssetMark Inc
510
AssetMark Inc
California
$63.9K +$35.4K +124 +124%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$63.7K +$52.8K +185 +487%
PCFFS
512
Pacific Center for Financial Services
California
$62K +$286 +1 +0.5%
RI
513
Ridgewood Investments
New Jersey
$61.4K
TFIPS
514
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.4K +$9.99K +35 +19%
BMC
515
Bear Mountain Capital
Washington
$61.4K
AG
516
AmeriFlex Group
Nevada
$59.2K +$59.2K +208 New
1IA
517
1620 Investment Advisors
Massachusetts
$57.1K
CH
518
Cromwell Holdings
Wyoming
$55.9K
CTC
519
Central Trust Company
Missouri
$55.7K
HPC
520
HM Payson & Co
Maine
$55.4K +$4K +14 +8%
GRP
521
Global Retirement Partners
California
$55.1K +$1.43K +5 +3%
PIS
522
POM Investment Strategies
North Carolina
$54.6K +$286 +1 +0.5%
PD
523
Point72 (DIFC)
United Arab Emirates
$53.3K +$53.3K +187 New
BGAI
524
Bruce G. Allen Investments
Colorado
$50.5K +$571 +2 +1%
CAL
525
Capital Advisors Ltd
Ohio
$48K