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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
AIM
576
Aurora Investment Managers
Florida
$3.69K +$328K +1,132 +10%
KA
577
Kozak & Associates
Colorado
$3.6K +$3.48K +12 New
SC
578
Stephens Consulting
Michigan
$3.55K
AIC
579
Archer Investment Corporation
Indiana
$2.95K
DF
580
Dunhill Financial
United Kingdom
$2.75K +$1.16K +4 +80%
RWM
581
Reston Wealth Management
Virginia
$2.69K +$2.61K +9 New
ZB
582
Zions Bancorporation
Utah
$2.66K
GBT
583
Grove Bank & Trust
Florida
$2.66K +$2.61K +9 New
HWM
584
Hemington Wealth Management
Virginia
$2K +$2.9K +10 New
EBA
585
Eagle Bay Advisors
New York
$1.79K
TFM
586
TFC Financial Management
Massachusetts
$1.77K
PWMG
587
Private Wealth Management Group
New Jersey
$1.48K
WPA
588
West Paces Advisors
Georgia
$1.48K
HI
589
Harbour Investments
Wisconsin
$1.48K +$290 +1 +25%
S
590
Sachetta
Massachusetts
$1.19K
FNWA
591
Financial Network Wealth Advisors
Utah
$1.18K -$1.16K -4 -50%
BIA
592
Bell Investment Advisors
California
$1.18K
AWM
593
Avior Wealth Management
Nebraska
$1.18K -$580 -2 -33%
IAIM
594
International Assets Investment Management
Florida
$967 +$82.9M +285,671 New
PWMG
595
Prestige Wealth Management Group
New Jersey
$894
MA
596
MCF Advisors
Kentucky
$596
SWM
597
Spire Wealth Management
Virginia
$591
AF
598
Advisornet Financial
Minnesota
$591 +$580 +2 New
HWA
599
Heritage Wealth Advisors
Virginia
$591 +$580 +2 New
TCM
600
TD Capital Management
Tennessee
$301