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Essex Property Trust
ESS

Overview Fund Activity

430 hedge funds and large institutions have $16.3B invested in Essex Property Trust in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 164 increasing their positions, 137 reducing their positions, and 25 closing their positions.

Holders
430
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
10.74%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
40
Increased
164
Reduced
137
Closed
25
Calls
$13.9M
Puts
$19.4M
Net Calls
-$5.53M
Net Calls Change
+$6.03M

Top Buyers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$261M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$119M
3
B
3
Barings
North Carolina
$63.5M
4
Invesco
4
Invesco
Georgia
$607M
5
Millennium Management
5
Millennium Management
New York
$53.3M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$948M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$359M
3
Deutsche Bank
3
Deutsche Bank
Germany
$183M
4
BC
4
Brookfield Corp
Ontario, Canada
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
WTB
376
Washington Trust Bank
Washington
$118K 466 – –
CHC
377
City Holding Co
West Virginia
$90K 353 – –
MIFH
378
Migdal Insurance & Financial Holdings
Israel
$90K 354 – –
NSIM
379
North Star Investment Management
Illinois
$89K 350 – –
ARMT
380
Amica Retiree Medical Trust
Rhode Island
$89K 349 +349 New
NFG
381
Next Financial Group
Texas
$85K 323 -74 -19%
IDBONY
382
Israel Discount Bank of New York
New York
$80K 315 – –
FIB
383
First Interstate Bank
Montana
$76K 301 +21 +8%
GWS
384
Glassman Wealth Services
Virginia
$75K 297 – –
HFM
385
Harvest Fund Management
China
$70K 274 – –
FPFS
386
First Personal Financial Services
North Carolina
$65K 257 – –
EMG
387
ETF Managers Group
New Jersey
$58K 229 +19 +9%
Truist Financial
388
Truist Financial
North Carolina
$44K 175 – –
AIL
389
AGF Investments LLC
Ontario, Canada
$44K 170 – –
ZB
390
Zions Bancorporation
Utah
$41K 162 +24 +17%
HR
391
Howe & Rusling
New York
– – – –
FHA
392
First Horizon Advisors
Tennessee
$38K 149 -9 -6%
WAM
393
Wealthspire Advisors (Maryland)
Maryland
$38K 151 +13 +9%
GLI
394
Guardian Life Insurance
New York
$37K 147 – –
PWM
395
Perigon Wealth Management
California
$23K 88 -1,085 -92%
BTIS
396
BB&T Investment Services
North Carolina
$23K 104 +35 +51%
FANJ
397
Financial Architects (New Jersey)
New Jersey
$21K 83 -1 -1%
CCM
398
Cribstone Capital Management
Maine
$21K 83 – –
TG
399
TLP Group
Illinois
$18K 70 +70 New
GT
400
Greenleaf Trust
Michigan
$17K 66 +66 New
14 15
16
17 18