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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
551
Susquehanna Fundamental Investments
Pennsylvania
-$512K -2,417 Closed
PMEF
552
Point72 Middle East FZE
United Arab Emirates
-$376K -1,774 Closed
CA
553
Cullinan Associates
Kentucky
-$278K -1,313 Closed
EC
554
Elequin Capital
New York
-$252K -1,191 Closed
WVP
555
Worth Venture Partners
New Jersey
-$135K -635 Closed
Capstone Investment Advisors
556
Capstone Investment Advisors
New York
-$94.9K -448 Closed
HNWAG
557
High Net Worth Advisory Group
Florida
-$53.2K -251 Closed
FGAM
558
Financial Gravity Asset Management
Texas
-$34 -212 Closed
PFC
559
Phocas Financial Corp
California
-$42.4K -200 Closed
CAL
560
Capital Advisors Ltd
Ohio
-$1K -140 Closed
OWA
561
One Wealth Advisors
California
-$20.3K -96 Closed
CS
562
Comerica Securities
Michigan
-$13.5K -63 Closed
FPFS
563
First Personal Financial Services
North Carolina
-$10.4K -49 Closed
MCC
564
Money Concepts Capital
Florida
-$2.12K -10 Closed
FA
565
Fiduciary Alliance
South Carolina
-$1.73K -8 Closed
ANBT
566
American National Bank & Trust
Texas
-$1K -7 Closed
EE
567
EWG Elevate
California
-$1.48K -7 Closed
MA
568
MCF Advisors
Kentucky
-$1.07K -5 Closed
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$856 -4 Closed
PTC
570
Private Trust Company
Ohio
-$1K -4 Closed
AssetMark Inc
571
AssetMark Inc
California
-$636 -3 Closed
DFCM
572
Dark Forest Capital Management
Puerto Rico
-$636 -3 Closed
EI
573
Ellevest Inc
New York
-$636 -3 Closed
JWM
574
Janiczek Wealth Management
Colorado
-$662 -3 Closed
AWM
575
Accurate Wealth Management
Florida
-$428 -2 Closed