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Essex Property Trust

560 hedge funds and large institutions have $21.6B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 196 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

948% more call options, than puts

Call options by funds: $51.4M | Put options by funds: $4.91M

16% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 56

9% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 196

0.27% more ownership

Funds ownership: 96.08%96.36% (+0.27%)

0% more funds holding

Funds holding: 559560 (+1)

1% less capital invested

Capital invested by funds: $21.8B → $21.6B (-$256M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
560
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.83%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
196
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Advisornet Financial
Minnesota
$5K +$1.67K +5 +50%
FHA
527
First Horizon Advisors
Tennessee
$4K +$334 +1 +8%
HR
528
Howe & Rusling
New York
$4K +$1.34K +4 +44%
FMP
529
Financial Management Professionals
Texas
$4K +$2.67K +8 +160%
T
530
TCWP
Ohio
$4K +$4.68K +14 New
ED
531
Exane Derivatives
France
$3.11K
BWM
532
BerganKDV Wealth Management
Minnesota
$3K
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$3K
CWM
534
Cranbrook Wealth Management
Michigan
$3K
EWA
535
EverSource Wealth Advisors
Alabama
$3K +$1.67K +5 +125%
FIA
536
FNY Investment Advisers
New York
$3K +$2K +6 +120%
GRP
537
Global Retirement Partners
California
$3K +$3.34K +10 New
WPA
538
West Paces Advisors
Georgia
$2.76K
FGAM
539
Financial Gravity Asset Management
Texas
$2.27K +$2.07M +6,210 New
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
VCM
541
Versant Capital Management
Arizona
$2K
PFS
542
Prospera Financial Services
Texas
$2K +$1.67K +5 New
GKIM
543
GW&K Investment Management
Massachusetts
$2K +$2K +6 New
UFF
544
USA Financial Formulas
Michigan
$1K -$1.3M -3,888 -100%
TFO
545
Tarbox Family Office
California
$1K -$3.67K -11 -79%
AWM
546
Avior Wealth Management
Nebraska
$1K
CAC
547
Core Alternative Capital
Georgia
$1K
JWM
548
Janiczek Wealth Management
Colorado
$1K
PWMG
549
Prestige Wealth Management Group
New Jersey
$1K
S
550
Surevest
California
$1K