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Essex Property Trust

431 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, 138 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 138

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more funds holding

Funds holding: 424431 (+7)

4% less capital invested

Capital invested by funds: $17B → $16.3B (-$724M)

3.61% less ownership

Funds ownership: 100.87%97.27% (-3.6%)

28% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $19.4M

Holders
431
Holders Change
+7
Holders Change %
+1.65%
% of All Funds
10.75%
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
138
Closed
25
Calls
$13.9M
Puts
$19.4M
Net Calls
-$5.53M
Net Calls Change
+$6.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Greenleaf Trust
Michigan
$17K +$17.2K +66 New
WTC
402
WhitTier Trust Company
Nevada
$15K
GWM
403
Geneos Wealth Management
Colorado
$13K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$13K +$1.31K +5 +11%
PCP
405
Proficio Capital Partners
Massachusetts
$11K -$522 -2 -5%
QCG
406
Quadrant Capital Group
Ohio
$11K
CFA
407
Carroll Financial Associates
North Carolina
$9K
CAW
408
Cornerstone Advisors (Washington)
Washington
$9K
GEA
409
Glen Eagle Advisors
New Jersey
$8.38K
CBOA
410
Commonwealth Bank of Australia
Australia
$8K -$8.77M -33,597 -100%
GBT
411
Grove Bank & Trust
Florida
$7K
CAL
412
Capital Analysts LLC
Pennsylvania
$7K +$7.57K +29 New
TDC
413
Thompson Davis & Co
Virginia
$6K -$1.57K -6 -21%
TWA
414
TCI Wealth Advisors
Arizona
$6K
CHP
415
Cable Hill Partners
Oregon
$6K +$6.27K +24 New
WA
416
Winfield Associates
Ohio
$6K +$6.53K +25 New
SFSIG
417
San Francisco Sentry Investment Group
California
$4K
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.31K +5 +42%
GT
419
Glenmede Trust
Pennsylvania
$3K
SIC
420
Salem Investment Counselors
North Carolina
$3K
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$3K +$1.31K +5 +63%
WPA
422
West Paces Advisors
Georgia
$2.03K
BL
423
Balentine LLC
Georgia
$2K
PFBT
424
Parkside Financial Bank & Trust
Missouri
$2K
PMFA
425
Plante Moran Financial Advisors
Michigan
$2K