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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
526
Jamison Private Wealth Management
Georgia
$1.23K +$1.19K +5 New
CFO
527
CVA Family Office
Colorado
$1.22K
WPA
528
West Paces Advisors
Georgia
$1.22K
A
529
AlphaQuest
New York
$1.22K +$1.19K +5 New
BIA
530
Bell Investment Advisors
California
$980
AAP
531
Arax Advisory Partners
Colorado
$980 +$952 +4 New
HI
532
Harbour Investments
Wisconsin
$979 -$1.67K -7 -64%
SWM
533
Spire Wealth Management
Virginia
$979
PWMG
534
Prestige Wealth Management Group
New Jersey
$742
JWA
535
JFS Wealth Advisors
Pennsylvania
$735 -$476 -2 -40%
S
536
Sachetta
Massachusetts
$501
MA
537
MCF Advisors
Kentucky
$495 +$476 +2 New
VCM
538
Versant Capital Management
Arizona
$490
CTA
539
Colonial Trust Advisors
South Carolina
$245
TCM
540
TD Capital Management
Tennessee
$245 +$238 +1 New
WWP
541
WR Wealth Planners
Missouri
$245 +$238 +1 New
BF
542
BOK Financial
Oklahoma
$240 -$238 -1 -50%
FIA
543
FNY Investment Advisers
New York
$1 -$24.5K -103 -94%
DWM
544
Dogwood Wealth Management
Kansas
$1
ECM
545
ExodusPoint Capital Management
New York
-$30.7M -123,790 Closed
KHCM
546
Kettle Hill Capital Management
New York
-$11.9M -48,047 Closed
Capital Fund Management (CFM)
547
Capital Fund Management (CFM)
France
-$9.71M -39,172 Closed
Alyeska Investment Group
548
Alyeska Investment Group
Illinois
-$7.99M -32,231 Closed
OAC
549
OMERS Administration Corp
Ontario, Canada
-$7.07M -28,500 Closed
MG
550
Marex Group
-$3.72M -15,000 Closed