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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
Lazard Asset Management
551
Lazard Asset Management
New York
$11K -$121K -416 -91%
GKIM
552
GW&K Investment Management
Massachusetts
$11K +$290 +1 +3%
MLA
553
MB, Levis & Associates
Pennsylvania
$10.9K
MAM
554
Meeder Asset Management
Ohio
$10.9K
ATS
555
Ashton Thomas Securities
New York
$10.6K +$10.4K +36 New
GIS
556
Grayhawk Investment Strategies
Alberta, Canada
$8.86K
IA
557
IFP Advisors
Florida
$8.86K
CFO
558
CVA Family Office
Colorado
$7.98K +$2.32K +8 +42%
RCM
559
Raleigh Capital Management
North Carolina
$7.68K -$580 -2 -7%
MCM
560
Manchester Capital Management
Vermont
$7.39K
MCM
561
MV Capital Management
Maryland
$6.79K -$290 -1 -4%
CA
562
Clearstead Advisors
Ohio
$6.5K -$6.38K -22 -50%
IRC
563
Investors Research Corp
Georgia
$6.5K
CPA
564
Capital Performance Advisors
California
$6.5K +$6.38K +22 New
TLCM
565
Twin Lakes Capital Management
California
$6.44K
CA
566
Crewe Advisors
Utah
$5.61K
FFO
567
Fortitude Family Office
Arizona
$5.61K
GC
568
Globeflex Capital
California
$5.32K +$2.61K +9 +100%
NA
569
NewEdge Advisors
Louisiana
$5.1K
AIM
570
Anchor Investment Management
South Carolina
$5.02K
FIA
571
FNY Investment Advisers
New York
$5K
LSA
572
Leonteq Securities AG
Switzerland
$4.73K
AWM
573
Abound Wealth Management
Tennessee
$4.44K
CFB
574
Cullen/Frost Bankers
Texas
$4.43K
RTL
575
Red Tortoise LLC
Georgia
$3.84K