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Essex Property Trust
ESS

Overview Fund Activity

450 hedge funds and large institutions have $16B invested in Essex Property Trust in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 145 increasing their positions, 174 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-11
Holders Change %
-2.39%
% of All Funds
10.3%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
39
Increased
145
Reduced
174
Closed
46
Calls
$27M
Puts
$46.7M
Net Calls
-$19.6M
Net Calls Change
+$20.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.63B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$517M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$363M
4
ACM
AEW Capital Management
Massachusetts
$74.5M
5
HRES
Heitman Real Estate Securities
Illinois
$74.4M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$147M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$88.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$420M
4
Ameriprise
Ameriprise
Minnesota
$32.8M
5
B
Barings
North Carolina
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
401
Next Financial Group
Texas
$27K +$27K +108 New
ZB
402
Zions Bancorporation
Utah
$27K +$27K +111 New
FANJ
403
Financial Architects (New Jersey)
New Jersey
$26K -$743 -3 -3%
FHA
404
First Horizon Advisors
Tennessee
$26K – – –
BCWM
405
Bartlett & Co Wealth Management
Ohio
$24.6K – – –
BC
406
Bartlett & Co
Ohio
$24K – – –
OIA
407
OneDigital Investment Advisors
Kansas
$23K – – –
S
408
SignatureFD
Georgia
$23K +$2.72K +11 +13%
CFA
409
Carroll Financial Associates
North Carolina
$22K -$7.42K -30 -25%
PCFFS
410
Pacific Center for Financial Services
California
$22K +$244 +1 +1%
CCM
411
Cribstone Capital Management
Maine
$20K – – –
CAW
412
Cornerstone Advisors (Washington)
Washington
$20K – – –
TL
413
TrueWealth LLC
Georgia
$19K -$18K – –
JA
414
JOYN Advisors
Georgia
$19K +$4.39K +18 +30%
EA
415
Elm Advisors
California
$19K +$19K +75 New
BAMCO Inc
416
BAMCO Inc
New York
$18K -$3.65K -15 -17%
TIM
417
Tortoise Investment Management
New York
$17K – – –
FC
418
Ferris Capital
Massachusetts
$15K -$4.6K -19 -23%
PGWM
419
Parisi Gray Wealth Management
New Jersey
$14K – – –
CFGS
420
Concourse Financial Group Securities
Alabama
$14K +$14K +58 New
LFA
421
Legacy Financial Advisors
Kentucky
$13K – – –
CIA
422
CSat Investment Advisory
Michigan
$13K +$1.53K +6 +13%
RWA
423
River Wealth Advisors
Pennsylvania
$12K -$12K – –
GWM
424
Geneos Wealth Management
Colorado
$12K – – –
HNB
425
Huntington National Bank
Ohio
$12K +$12K +50 New
15 16
17
18 19