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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
551
Rational Advisors
New York
-$94K -395 Closed
LIM
552
Longfellow Investment Management
Massachusetts
-$93K -389 Closed
PS
553
Planned Solutions
California
-$71K -300 Closed
VCG
554
Vantage Consulting Group
Virginia
-$66K -277 Closed
MIFH
555
Migdal Insurance & Financial Holdings
Israel
-$59K -248 Closed
LS
556
Leelyn Smith
Illinois
-$33K -140 Closed
PWM
557
Perigon Wealth Management
California
-$29K -122 Closed
FCM
558
Firestone Capital Management
Florida
-$20K -84 Closed
CCA
559
Childress Capital Advisors
Texas
-$19K -82 Closed
OIM
560
Oder Investment Management
California
-$18K -77 Closed
JFA
561
JNBA Financial Advisors
Minnesota
-$18K -75 Closed
PFO
562
Pathstone Family Office
New Jersey
-$14K -59 Closed
PWPS
563
Pinnacle Wealth Planning Services
Ohio
-$11K -46 Closed
EA
564
Elm Advisors
California
-$6K -25 Closed
RPWA
565
Regent Peak Wealth Advisors
Georgia
-$4K -18 Closed
ASN
566
Advisory Services Network
Georgia
-$2K -10 Closed
CCM
567
Copeland Capital Management
Pennsylvania
-$2K -8 Closed
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$1K -6 Closed