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Essex Property Trust

517 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 190 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $14.9B → $16.9B (+$1.99B)

5% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 55

0% more funds holding

Funds holding: 516517 (+1)

0.39% less ownership

Funds ownership: 96.05%95.66% (-0.39%)

3% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 190

27% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $31.9M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
517
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.08%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
190
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$15.8M +$9M +34,702 +147%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$14.4M -$10.1K -39 -0.1%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$14M +$4.15M +16,013 +45%
HS
104
Hazelview Securities
Ontario, Canada
$13.8M -$20.2M -77,978 -61%
GC
105
Guggenheim Capital
Illinois
$13.2M +$2.1M +8,097 +20%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$13.2M -$632K -2,439 -5%
KBC Group
107
KBC Group
Belgium
$13.1M +$4.22M +16,284 +51%
CC
108
Carlson Capital
Texas
$13M +$12.4M +47,723 New
PAMU
109
Pictet Asset Management (UK)
United Kingdom
$12.9M +$1.97M +7,607 +19%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$12.5M -$5.02M -19,374 -30%
Aviva
111
Aviva
United Kingdom
$12.1M -$3.91M -15,095 -25%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$11.9M -$9.85M -37,977 -46%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$11.9M -$860K -3,318 -7%
CCM
114
Chilton Capital Management
Texas
$11.3M -$678K -2,616 -6%
Swedbank
115
Swedbank
Sweden
$11.3M +$10.7M +41,392 New
Fidelity International
116
Fidelity International
Bermuda
$11.2M +$2.36M +9,100 +28%
AAIM
117
American Assets Investment Management
California
$10.9M +$2.75M +10,592 +36%
DWM
118
Dakota Wealth Management
Florida
$10.9M
Federated Hermes
119
Federated Hermes
Pennsylvania
$9.4M -$2.5M -9,624 -22%
QP
120
Quilter Plc
United Kingdom
$9.37M +$89.5K +345 +1%
TAM
121
Third Avenue Management
New York
$8.77M -$1.26M -4,861 -13%
WA
122
Wealth Advisors
California
$8.71M +$48.2K +186 +0.6%
VRS
123
Virginia Retirement Systems
Virginia
$8.51M -$4.46M -17,200 -35%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$8.12M +$1.95M +7,539 +34%
HRES
125
Heitman Real Estate Securities
Illinois
$8.09M -$9.69M -37,385 -56%