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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
526
Private Trust Company
Ohio
$30.4K -$1.16K -4 -4%
WTA
527
Washington Trust Advisors
Massachusetts
$29.8K
RA
528
Ransom Advisory
Rhode Island
$29.5K
AssetMark Inc
529
AssetMark Inc
California
$29.5K +$27.8K +96 +2,400%
BBHC
530
Brown Brothers Harriman & Co
New York
$28.7K
AAP
531
Arax Advisory Partners
Colorado
$28.7K +$22K +76 +362%
AGWCA
532
Annis Gardner Whiting Capital Advisors
Florida
$27.4K -$580 -2 -2%
CAL
533
Capital Analysts LLC
Pennsylvania
$24K +$290 +1 +1%
EWA
534
EverSource Wealth Advisors
Alabama
$20.1K +$11.9K +41 +152%
ST
535
Smithfield Trust
Pennsylvania
$19K
LFG
536
Larson Financial Group
Missouri
$18.3K +$17.7K +61 +6,100%
CCA
537
Catalyst Capital Advisors
New York
$17.7K +$17.4K +60 New
PPC
538
Park Place Capital
Alabama
$17.4K
Twin Tree Management
539
Twin Tree Management
Texas
$16.8K +$16.5K +57 New
SPIA
540
Steward Partners Investment Advisory
New York
$15.1K +$4.06K +14 +38%
C
541
Covestor
United Kingdom
$15K -$870 -3 -6%
PMFA
542
Plante Moran Financial Advisors
Michigan
$14.8K
SWA
543
SOA Wealth Advisors
New York
$13.7K
TPCW
544
TD Private Client Wealth
New York
$13.3K +$870 +3 +7%
FMII
545
Farmers & Merchants Investments Inc
Nebraska
$13K
HNB
546
Hilltop National Bank
Wyoming
$13K
AP
547
Aspect Partners
Virginia
$12.4K -$3.77K -13 -24%
BSB
548
Bangor Savings Bank
Maine
$12.4K
DMBA
549
Deseret Mutual Benefit Administrators
Utah
$11.5K
Jones Financial Companies
550
Jones Financial Companies
Missouri
$11.2K +$11K +38 New