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Essex Property Trust

543 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0.29% more ownership

Funds ownership: 97.66%97.95% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 546543 (-3)

1% less capital invested

Capital invested by funds: $15.6B → $15.4B (-$154M)

28% less call options, than puts

Call options by funds: $21.9M | Put options by funds: $30.5M

Holders
543
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.82%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
59
Increased
206
Reduced
179
Closed
57
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
126
Stifel Financial
Missouri
$7.41M +$606K +2,545 +9%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$7.4M +$43.3K +182 +0.6%
ERSOT
128
Employees Retirement System of Texas
Texas
$7.34M +$1.67M +7,000 +30%
PWM
129
Perigon Wealth Management
California
$6.7M +$40.2K +169 +0.6%
LPL Financial
130
LPL Financial
California
$6.64M -$47.1K -198 -0.7%
VanEck Associates
131
VanEck Associates
New York
$6.62M +$200K +841 +3%
Marshall Wace
132
Marshall Wace
United Kingdom
$6.54M +$6.35M +26,696 New
VAM
133
Vert Asset Management
California
$6.53M +$330K +1,385 +5%
QOP
134
Quinn Opportunity Partners
Virginia
$6.5M
CWM
135
CIBC World Markets
New York
$6.48M -$753K -3,164 -11%
RJA
136
Raymond James & Associates
Florida
$6.44M -$82.8K -348 -1%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.22M -$60.9K -256 -1%
SO
138
STRS Ohio
Ohio
$6.02M -$199K -835 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
139
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6M -$6.83M -28,682 -54%
Ensign Peak Advisors
140
Ensign Peak Advisors
Utah
$5.83M +$71.2K +299 +1%
FAF
141
Fjarde Ap-fonden
Sweden
$5.71M +$357K +1,500 +7%
UM
142
UniSuper Management
Australia
$5.58M +$904K +3,799 +20%
UIM
143
USS Investment Management
United Kingdom
$5.58M +$574K +2,411 +12%
1832 Asset Management
144
1832 Asset Management
Ontario, Canada
$5.46M -$262K -1,100 -5%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$5.42M -$27.8M -116,811 -84%
EIP
146
Easterly Investment Partners
Massachusetts
$5.38M +$5.23M +21,986 New
MCM
147
Masterton Capital Management
New York
$5.19M -$2.86M -12,000 -36%
TD Asset Management
148
TD Asset Management
Ontario, Canada
$5.19M +$43.3K +182 +0.9%
WBC
149
Westpac Banking Corp
Australia
$5.17M
Holocene Advisors
150
Holocene Advisors
New York
$5.17M +$1.21M +5,075 +32%