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Essex Property Trust

498 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 163 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

1% more funds holding

Funds holding: 492498 (+6)

3% more capital invested

Capital invested by funds: $14B → $14.5B (+$486M)

0.6% more ownership

Funds ownership: 96.04%96.64% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

17% less call options, than puts

Call options by funds: $20.2M | Put options by funds: $24.4M

25% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 216

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.21%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
58
Increased
163
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
Flagship Harbor Advisors
Massachusetts
-$105K -478 Closed
IUHSA
527
Itau Unibanco Holding S.A.
Brazil
-$76K -347 Closed
NFG
528
Next Financial Group
Texas
-$38K -169 Closed
BWA
529
BDO Wealth Advisors
Florida
-$33K -152 Closed
HR
530
Howe & Rusling
New York
-$33K -148 Closed
CCM
531
Cribstone Capital Management
Maine
-$17K -75 Closed
AIC
532
Ameritas Investment Company
Nebraska
-$14K -72 Closed
ASN
533
Advisory Services Network
Georgia
-$13K -59 Closed
WQ
534
Wealth Quarterback
New Jersey
-$7.46K -34 Closed
SFPG
535
Stonebridge Financial Planning Group
Florida
-$7K -29 Closed
RMC
536
Resources Management Corp
Connecticut
-$5K -22 Closed
GSWM
537
Golden State Wealth Management
California
-$2K -10 Closed
FANJ
538
Financial Architects (New Jersey)
New Jersey
-$2K -7 Closed
EWM
539
EPG Wealth Management
Georgia
-$1K -4 Closed
TFA
540
Transamerica Financial Advisors
Florida
-$1K -4 Closed
TWA
541
TCI Wealth Advisors
Arizona
-$719 -3 -60%
EI
542
Ellevest Inc
New York
+$240 +1 New
CWC
543
Carolinas Wealth Consulting
North Carolina
+$479 +2 New
FMP
544
Financial Management Professionals
Texas
+$479 +2 New