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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
Impax Asset Management Group
576
Impax Asset Management Group
United Kingdom
-$335K -1,350 Closed
Wolverine Trading
577
Wolverine Trading
Illinois
-$303K -1,273 Closed
KFC
578
Klingenstein Fields & Co
New York
-$298K -1,200 Closed
PCOC
579
Power Corp of Canada
Canada
-$287K -1,158 Closed
SFA
580
Sequoia Financial Advisors
Ohio
-$286K -1,154 Closed
MNBTD
581
Moody National Bank Trust Division
Texas
-$265K -1,069 Closed
TSS
582
Two Sigma Securities
New York
-$234K -945 Closed
MA
583
Mutual Advisors
Nebraska
-$230K -929 Closed
VEA
584
Virtus ETF Advisers
New York
-$230K -927 Closed
ASBI
585
American State Bank (Iowa)
Iowa
-$209K -843 Closed
HWA
586
Heritage Wealth Advisors
Virginia
-$166K -668 Closed
Lazard Asset Management
587
Lazard Asset Management
New York
-$112K -455 Closed
SIM
588
Sentry Investment Management
Wisconsin
-$84K -337 Closed
GWS
589
Glassman Wealth Services
Virginia
-$78.6K -317 Closed
PS
590
Planned Solutions
California
-$75.6K -305 Closed
ASN
591
Advisory Services Network
Georgia
-$62.7K -253 Closed
SSG
592
Summit Securities Group
New York
-$25K -100 Closed
TCWA
593
Turtle Creek Wealth Advisors
Texas
-$20.1K -81 Closed
DI
594
DAGCO Inc
Ohio
-$18.3K -74 Closed
PA
595
Paralel Advisors
Colorado
-$10.9K -44 Closed
PVH
596
Psagot Value Holdings
Israel
-$4K -14 Closed
LF
597
Lee Financial
Texas
-$2.5K -10 Closed
GI
598
Gradient Investments
Minnesota
-$1.24K -5 Closed
QC
599
Quent Capital
New York
-$1.24K -5 Closed
AT
600
Arlington Trust
Alabama
-$992 -4 Closed