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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
AM
551
AGF Management
Ontario, Canada
-$3.23M -13,040 Closed
SDIC
552
South Dakota Investment Council
South Dakota
-$2.88M -11,633 Closed
Nomura Holdings
553
Nomura Holdings
Japan
-$2.82M -11,389 Closed
JAM
554
JLP Asset Management
New York
-$2.8M -11,300 Closed
MNG
555
Manning & Napier Group
New York
-$2.5M -10,090 Closed
BPCE
556
Bank Pictet & Cie (Europe)
Germany
-$2.33M -9,390 Closed
BAM
557
Bosun Asset Management
Illinois
-$2.32M -9,350 Closed
OCAM
558
Onex Canada Asset Management
Ontario, Canada
-$2.22M -8,951 Closed
IIM
559
Intact Investment Management
Quebec, Canada
-$2.01M -8,100 Closed
AF
560
Apexium Financial
Texas
-$1.71M -6,900 Closed
PL
561
Perpetual Ltd
Australia
-$1.44M -5,810 Closed
MWM
562
Moran Wealth Management
Florida
-$1.31M -5,265 Closed
Voloridge Investment Management
563
Voloridge Investment Management
Florida
-$783K -3,159 Closed
PP
564
Prudential plc
United Kingdom
-$761K -3,068 Closed
MAM
565
Martingale Asset Management
Massachusetts
-$728K -2,938 Closed
IGAM
566
iA Global Asset Management
Quebec, Canada
-$619K -2,495 Closed
WorldQuant Millennium Advisors
567
WorldQuant Millennium Advisors
New York
-$617K -2,490 Closed
IUHSA
568
Itau Unibanco Holding S.A.
Brazil
-$581K -2,300 Closed
PCM
569
Prelude Capital Management
New York
-$555K -2,237 Closed
CIC
570
Cornercap Investment Counsel
Georgia
-$474K -1,913 Closed
UOC
571
UBS O'Connor
Illinois
-$471K -1,900 Closed
GS
572
GTS Securities
New York
-$464K -1,871 Closed
WCM
573
Windham Capital Management
Massachusetts
-$423K -1,706 Closed
FI
574
FJ Investments
Utah
-$370K -1,491 Closed
ZF
575
Zega Financial
Florida
-$347K -1,400 Closed