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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
AIMCA
601
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$563K -2,300 Closed
CANY
602
Caxton Associates (New York)
New York
-$532K -2,172 Closed
HCM
603
HGI Capital Management
New York
-$516K -2,109 Closed
CIA
604
Choate Investment Advisors
Massachusetts
-$427K -1,742 Closed
BAMF
605
BI Asset Management Fondsmaeglerselskab
Denmark
-$413K -1,689 Closed
D.E. Shaw & Co
606
D.E. Shaw & Co
New York
-$306K -1,248 Closed
LNC
607
Lincoln National Corp
Pennsylvania
-$237K -967 Closed
SW
608
SVB Wealth
Massachusetts
-$229K -937 Closed
CCG
609
Cypress Capital Group
Florida
-$211K -862 Closed
BCI
610
Brinker Capital Investments
Pennsylvania
-$206K -841 Closed
OPS
611
Orion Portfolio Solutions
Nebraska
-$206K -841 Closed
WA
612
WESPAC Advisors
California
-$206K -840 Closed
VL
613
Vima LLC
Michigan
-$44.2K -211 Closed
CA
614
CoreCap Advisors
Michigan
-$39.6K -162 Closed
OCM
615
Orion Capital Management
California
-$24.5K -100 Closed
HWA
616
HHM Wealth Advisors
Tennessee
-$10K -41 Closed
DSA
617
Davis Selected Advisers
Arizona
-$10.3K -40 -0.1%
MFC
618
Mechanics Financial Corp
Ohio
-$6.12K -25 Closed
RL
619
Rogco LP
Oklahoma
-$5.14K -21 Closed
BWL
620
Bogart Wealth LLC
Virginia
-$2.2K -9 Closed
T
621
Tidemark
California
-$1.47K -6 Closed
A
622
AlphaQuest
New York
-$1.22K -5 Closed
JPWM
623
Jamison Private Wealth Management
Georgia
-$1.23K -5 Closed
CTA
624
Colonial Trust Advisors
South Carolina
-$245 -1 Closed
WWP
625
WR Wealth Planners
Missouri
-$245 -1 Closed