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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 %
WTC
401
WhitTier Trust Company
Nevada
$15K 59 – –
GWM
402
Geneos Wealth Management
Colorado
$13K 52 – –
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$13K 50 +5 +11%
PCP
404
Proficio Capital Partners
Massachusetts
$11K 42 -2 -5%
QCG
405
Quadrant Capital Group
Ohio
$11K 55 – –
CAW
406
Cornerstone Advisors (Washington)
Washington
$9K 36 – –
CFA
407
Carroll Financial Associates
North Carolina
$9K 38 – –
GEA
408
Glen Eagle Advisors
New Jersey
$8.38K 33 – –
CBOA
409
Commonwealth Bank of Australia
Australia
$8K 39 -33,597 -100%
GBT
410
Grove Bank & Trust
Florida
$7K 28 – –
CAL
411
Capital Analysts LLC
Pennsylvania
$7K 29 +29 New
TDC
412
Thompson Davis & Co
Virginia
$6K 22 -6 -21%
TWA
413
TCI Wealth Advisors
Arizona
$6K 23 – –
CHP
414
Cable Hill Partners
Oregon
$6K 24 +24 New
WA
415
Winfield Associates
Ohio
$6K 25 +25 New
SFSIG
416
San Francisco Sentry Investment Group
California
$4K 16 – –
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$4K 17 +5 +42%
SIC
418
Salem Investment Counselors
North Carolina
$3K 12 – –
GT
419
Glenmede Trust
Pennsylvania
$3K 15 – –
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$3K 13 +5 +63%
WPA
421
West Paces Advisors
Georgia
$2.03K 8 – –
PMFA
422
Plante Moran Financial Advisors
Michigan
$2K 7 – –
BL
423
Balentine LLC
Georgia
$2K 8 – –
PFBT
424
Parkside Financial Bank & Trust
Missouri
$2K 8 – –
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K 6 +6 New
15 16
17
18 19