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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
BWP
601
Baldwin Wealth Partners
Massachusetts
$298 -$1.16K -4 -80%
CPG
602
Cornerstone Planning Group
New Jersey
$298
FPFS
603
First Personal Financial Services
North Carolina
$296 +$290 +1 New
CT
604
Colonial Trust
South Carolina
$295 +$290 +1 New
TWC
605
TD Waterhouse Canada
Ontario, Canada
$293
BF
606
BOK Financial
Oklahoma
$290
TPW
607
Talon Private Wealth
Florida
$16
DWM
608
Dogwood Wealth Management
Kansas
$2
Canada Pension Plan Investment Board
609
Canada Pension Plan Investment Board
Ontario, Canada
-$57.4M -210,989 Closed
RGREA
610
Ranger Global Real Estate Advisors
Colorado
-$26.1M -95,982 Closed
Marshall Wace
611
Marshall Wace
United Kingdom
-$14.6M -53,545 Closed
Hudson Bay Capital Management
612
Hudson Bay Capital Management
Connecticut
-$6.69M -24,581 Closed
1832 Asset Management
613
1832 Asset Management
Ontario, Canada
-$5.87M -21,550 Closed
PRC
614
Pearl River Capital
Michigan
-$1.46M -5,349 Closed
NWM
615
Nicola Wealth Management
British Columbia, Canada
-$1.86M -5,000 Closed
LI
616
LMCG Investments
Massachusetts
-$1.16M -4,273 Closed
Acadian Asset Management
617
Acadian Asset Management
Massachusetts
-$1.11M -4,097 Closed
KAS
618
Kestra Advisory Services
Texas
-$1.06M -3,851 Closed
JFG
619
Jefferies Financial Group
New York
-$836K -3,071 Closed
IF
620
IRON Financial
Illinois
-$788K -2,895 Closed
WAM
621
WealthTrust Asset Management
Florida
-$765K -2,810 Closed
CA
622
Commerzbank Aktiengesellschaft
Germany
-$721K -2,647 Closed
HV
623
HST Ventures
Utah
-$584K -2,147 Closed
FCM
624
FJ Capital Management
Virginia
-$579K -2,126 Closed
LMIM
625
Lockheed Martin Investment Management
Maryland
-$536K -1,970 Closed