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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
ZB
551
Zions Bancorporation
Utah
$2.45K -$2.82K -11 -55%
GC
552
Globeflex Capital
California
$2.45K
FNWA
553
Financial Network Wealth Advisors
Utah
$2.21K +$2.05K +8 New
EBA
554
Eagle Bay Advisors
New York
$1.65K
TFM
555
TFC Financial Management
Massachusetts
$1.63K
AWM
556
Avior Wealth Management
Nebraska
$1.63K -$2.57K -10 -63%
DF
557
Dunhill Financial
United Kingdom
$1.39K
PWMG
558
Private Wealth Management Group
New Jersey
$1.36K
WPA
559
West Paces Advisors
Georgia
$1.36K
BWP
560
Baldwin Wealth Partners
Massachusetts
$1.36K +$1.28K +5 New
S
561
Sachetta
Massachusetts
$1.12K +$513 +2 +100%
BIA
562
Bell Investment Advisors
California
$1.09K
HI
563
Harbour Investments
Wisconsin
$1.09K
AssetMark Inc
564
AssetMark Inc
California
$1.09K +$1.03K +4 New
CWP
565
Concord Wealth Partners
Virginia
$1.09K +$1.03K +4 New
IFAM
566
Institutional & Family Asset Management
Colorado
$1.09K +$1.03K +4 New
PWMG
567
Prestige Wealth Management Group
New Jersey
$824
IC
568
Innealta Capital
Texas
$817 +$770 +3 New
MA
569
MCF Advisors
Kentucky
$550
JWA
570
JFS Wealth Advisors
Pennsylvania
$545 -$257 -1 -33%
GWM
571
Geneos Wealth Management
Colorado
$544 -$1.03K -4 -67%
SWM
572
Spire Wealth Management
Virginia
$544 -$513 -2 -50%
TCM
573
TD Capital Management
Tennessee
$275
CPG
574
Cornerstone Planning Group
New Jersey
$273 +$257 +1 New
TWC
575
TD Waterhouse Canada
Ontario, Canada
$273 +$257 +1 New