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Essex Property Trust
ESS

Overview Fund Activity

447 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+17
Holders Change %
+3.95%
% of All Funds
10.15%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
61
Increased
168
Reduced
139
Closed
42
Calls
$14.6M
Puts
$23.4M
Net Calls
-$8.8M
Net Calls Change
-$3.27M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$128M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$280M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$78.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$934M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$145M

Top Sellers

1
Invesco
1
Invesco
Georgia
$486M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$286M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$354M
5
AAMU
5
APG Asset Management US
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
401
Cribstone Capital Management
Maine
$20K – – –
FANJ
402
Financial Architects (New Jersey)
New Jersey
$20K – – –
EWM
403
Evercore Wealth Management
New York
$18K +$18K +74 New
TIM
404
Tortoise Investment Management
New York
$17K +$17K +70 New
GT
405
Greenleaf Trust
Michigan
$16K – – –
KA
406
Kaizen Advisory
Illinois
$15K +$15K +63 New
WTC
407
WhitTier Trust Company
Nevada
$14K – – –
PGWM
408
Parisi Gray Wealth Management
New Jersey
$14K +$14K +58 New
PWM
409
Paulson Wealth Management
Illinois
$14K +$14K +58 New
PW
410
Price Wealth
Texas
$13K +$13K +54 New
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$12K -$245 -1 -2%
GWM
412
Geneos Wealth Management
Colorado
$12K – – –
PCP
413
Proficio Capital Partners
Massachusetts
$11K +$1.17K +5 +12%
QCG
414
Quadrant Capital Group
Ohio
$11K +$1.97K +12 +22%
CAW
415
Cornerstone Advisors (Washington)
Washington
$9K – – –
CFA
416
Carroll Financial Associates
North Carolina
$9K – – –
BTIS
417
BB&T Investment Services
North Carolina
$9K +$931 +12 +12%
SWP
418
Stratos Wealth Partners
Ohio
$9K +$9K +36 New
GFP
419
Gryphon Financial Partners
Ohio
$8K +$8K +32 New
EARNEST Partners
420
EARNEST Partners
Georgia
$8K +$8K +33 New
LFA
421
Legacy Financial Advisors
Kentucky
$8K +$8K +35 New
GEA
422
Glen Eagle Advisors
New Jersey
$7.97K – – –
CBOA
423
Commonwealth Bank of Australia
Australia
$7K -$800 -4 -10%
CAL
424
Capital Analysts LLC
Pennsylvania
$7K – – –
GBT
425
Grove Bank & Trust
Florida
$7K – – –
15 16
17
18 19