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Essex Property Trust

579 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 196 increasing their positions, 211 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.97M

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

91% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $15.4B → $16.8B (+$1.37B)

7% more funds holding

Funds holding: 543579 (+36)

7% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 211

1.99% less ownership

Funds ownership: 97.95%95.96% (-2%)

Holders
579
Holders Change
+36
Holders Change %
+6.63%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
86
Increased
196
Reduced
211
Closed
45
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
526
Exchange Traded Concepts
Oklahoma
$9.8K +$9.24K +36 New
GI
527
Gradient Investments
Minnesota
$8.98K +$8.47K +33 New
OWA
528
Opal Wealth Advisors
New York
$8.71K +$8.21K +32 New
GIS
529
Grayhawk Investment Strategies
Alberta, Canada
$8.17K
IA
530
IFP Advisors
Florida
$8.17K +$770 +3 +11%
RCM
531
Raleigh Capital Management
North Carolina
$7.62K +$1.03K +4 +17%
EWA
532
EverSource Wealth Advisors
Alabama
$7.51K +$1.28K +5 +23%
MCM
533
Manchester Capital Management
Vermont
$6.8K
MCM
534
MV Capital Management
Maryland
$6.53K +$1.03K +4 +20%
IRC
535
Investors Research Corp
Georgia
$5.99K
TLCM
536
Twin Lakes Capital Management
California
$5.88K +$257 +1 +5%
AAP
537
Arax Advisory Partners
Colorado
$5.72K +$4.36K +17 +425%
VAG
538
VisionPoint Advisory Group
Texas
$5.72K -$2.31K -9 -30%
CA
539
Crewe Advisors
Utah
$5.17K
FFO
540
Fortitude Family Office
Arizona
$5.17K
CFO
541
CVA Family Office
Colorado
$5.17K +$3.59K +14 +280%
NA
542
NewEdge Advisors
Louisiana
$4.68K -$513 -2 -11%
AIM
543
Anchor Investment Management
South Carolina
$4.63K
LSA
544
Leonteq Securities AG
Switzerland
$4.36K +$4.11K +16 New
AWM
545
Abound Wealth Management
Tennessee
$4.09K
CFB
546
Cullen/Frost Bankers
Texas
$4.08K -$1.03K -4 -21%
FIA
547
FNY Investment Advisers
New York
$4K +$2.57K +10 +143%
RTL
548
Red Tortoise LLC
Georgia
$3.54K
SC
549
Stephens Consulting
Michigan
$3.27K
AIC
550
Archer Investment Corporation
Indiana
$2.72K