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Essex Property Trust
ESS

Overview Fund Activity

414 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 172 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-18
Holders Change %
-4.17%
% of All Funds
11.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
33
Increased
133
Reduced
172
Closed
47
Calls
$12.1M
Puts
$25.6M
Net Calls
-$13.5M
Net Calls Change
-$8.73M

Top Buyers

1
LPC
1
Long Pond Capital
New York
$214M
2
BC
2
Brookfield Corp
Ontario, Canada
$96.8M
3
SAMC
3
Shinko Asset Management Company
Japan
$256M
4
State Street
4
State Street
Massachusetts
$1.06B
5
Invesco
5
Invesco
Georgia
$518M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.07B
2
O
2
OppenheimerFunds
New York
$0
3
BIT
3
BlackRock Institutional Trust
California
$546M
4
JHIU
4
Janus Henderson Investors US
Colorado
$78.9M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
401
WFG Advisors
Texas
$13K – – –
AIM
402
Acrospire Investment Management
Illinois
$12K -$21.8K -100 -65%
GWM
403
Geneos Wealth Management
Colorado
$12K +$444 +2 +4%
VOYA Investment Management
404
VOYA Investment Management
Georgia
$9.68K – +1 +0%
QCG
405
Quadrant Capital Group
Ohio
$8K -$462 -3 -5%
CFA
406
Carroll Financial Associates
North Carolina
$8K – – –
CAL
407
Capital Analysts LLC
Pennsylvania
$6.46K – – –
TDC
408
Thompson Davis & Co
Virginia
$6K -$1.29K -6 -18%
TWA
409
TCI Wealth Advisors
Arizona
$5K – – –
WIC
410
Woodmont Investment Counsel
Tennessee
$5K +$5K +21 New
EWM
411
Evercore Wealth Management
New York
$4K – – –
FNBT
412
FineMark National Bank & Trust
Florida
$3K -$20K -100 -87%
JIR
413
James Investment Research
Ohio
$3K – – –
TFA
414
Transamerica Financial Advisors
Florida
$1K – – –
HCM
415
Herndon Capital Management
Georgia
$1K – – –
PIA
416
Piedmont Investment Advisors
North Carolina
$445 – – –
O
417
OppenheimerFunds
New York
– -$80.7M -353,590 Closed
BREA
418
Barings Real Estate Advisers
Connecticut
– -$13.3M -58,218 Closed
GAM
419
Gotham Asset Management
New York
– -$5K -21,265 Closed
ICM
420
IronBridge Capital Management
Illinois
– -$4.15M -18,199 Closed
EA
421
Euclid Advisors
Connecticut
– -$3.5M -15,349 Closed
NC
422
Northpointe Capital
Michigan
– -$2.84M -12,456 Closed
VAM
423
Visium Asset Management
New York
– -$2.54M -11,110 Closed
RBA
424
Richard Bernstein Advisors
New York
– -$2.37M -10,396 Closed
SMH
425
Sanders Morris Harris
Texas
– -$1.69M -7,427 Closed
15 16
17
18 19