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Essex Property Trust

529 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

19% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 182

2.75% more ownership

Funds ownership: 93.13%95.88% (+2.8%)

9% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $23.3M

3% more capital invested

Capital invested by funds: $12.6B → $12.9B (+$349M)

0% more funds holding

Funds holding: 527529 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
529
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
59
Increased
216
Reduced
182
Closed
48
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$5.71M +$363K +1,646 +6%
QOP
127
Quinn Opportunity Partners
Virginia
$5.67M +$221K +1,000 +4%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$5.62M +$136K +616 +2%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$5.57M +$5.88M +26,645 New
FAF
130
Fjarde Ap-fonden
Sweden
$5.57M +$22.1K +100 +0.4%
DnB Asset Management
131
DnB Asset Management
Norway
$5.54M +$329K +1,491 +6%
O
132
Ossiam
France
$5.52M +$4.74M +21,476 +435%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$5.43M -$23.2K -105 -0.4%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$5.37M +$127K +576 +2%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$5.33M +$13.2K +60 +0.1%
GC
136
Guggenheim Capital
Illinois
$5.2M -$72.1K -327 -1%
DWM
137
Dakota Wealth Management
Florida
$5.16M +$4.18M +18,949 +331%
CWM
138
CIBC World Markets
New York
$5.08M -$918K -4,162 -15%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$4.93M -$97.5K -442 -2%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$4.87M +$8.6K +39 +0.2%
EWA
141
EP Wealth Advisors
California
$4.79M +$30.7M +139,393 +9,640%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$4.78M -$21.4K -97 -0.4%
MPM
143
Meritage Portfolio Management
Kansas
$4.6M +$2.31M +10,493 +91%
VanEck Associates
144
VanEck Associates
New York
$4.58M -$264K -1,195 -5%
KBC Group
145
KBC Group
Belgium
$4.41M +$2.16M +9,800 +87%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$4.32M +$64.8K +294 +1%
AAF
147
Andra AP-fonden
Sweden
$4.12M -$2.85M -12,900 -40%
Janus Henderson Group
148
Janus Henderson Group
United Kingdom
$4.11M +$429K +1,946 +11%
CSS
149
Cubist Systematic Strategies
Connecticut
$3.99M -$876K -3,973 -17%
VAM
150
Vert Asset Management
California
$3.96M +$908K +4,116 +28%