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Essex Property Trust

424 hedge funds and large institutions have $17B invested in Essex Property Trust in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 149 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.73B)

6% more funds holding

Funds holding: 399424 (+25)

6% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 149

0.1% more ownership

Funds ownership: 100.78%100.87% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

55% less call options, than puts

Call options by funds: $9.28M | Put options by funds: $20.8M

Holders
424
Holders Change
+25
Holders Change %
+6.27%
% of All Funds
10.57%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
50
Increased
158
Reduced
149
Closed
22
Calls
$9.28M
Puts
$20.8M
Net Calls
-$11.6M
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
401
Point72 Hong Kong
Hong Kong
$16K -$2.77K -11 -15%
WA
402
WFG Advisors
Texas
$15K
WTC
403
WhitTier Trust Company
Nevada
$15K
GWM
404
Geneos Wealth Management
Colorado
$13K
BTIS
405
BB&T Investment Services
North Carolina
$13K +$7.29K +29 +73%
PCP
406
Proficio Capital Partners
Massachusetts
$12K +$754 +3 +7%
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$12K +$2.51K +10 +29%
CAW
408
Cornerstone Advisors (Washington)
Washington
$9K -$13.1K -52 -59%
CFA
409
Carroll Financial Associates
North Carolina
$9K
GEA
410
Glen Eagle Advisors
New Jersey
$8.49K
TDC
411
Thompson Davis & Co
Virginia
$7K +$1.76K +7 +33%
GBT
412
Grove Bank & Trust
Florida
$7K +$7.04K +28 New
TWA
413
TCI Wealth Advisors
Arizona
$6K
QCG
414
Quadrant Capital Group
Ohio
$6K +$754 +3 +6%
SFSIG
415
San Francisco Sentry Investment Group
California
$4K +$4.02K +16 New
GT
416
Glenmede Trust
Pennsylvania
$3K
OFW
417
Omnia Family Wealth
Florida
$3K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$3K +$3.02K +12 New
SIC
419
Salem Investment Counselors
North Carolina
$3K +$3.02K +12 New
WPA
420
West Paces Advisors
Georgia
$2.06K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$2K -$27.7K -110 -93%
PFBT
422
Parkside Financial Bank & Trust
Missouri
$2K +$754 +3 +60%
PMFA
423
Plante Moran Financial Advisors
Michigan
$2K +$1.76K +7 New
BL
424
Balentine LLC
Georgia
$2K +$2.01K +8 New
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$1K