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Essex Property Trust

451 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, 146 increasing their positions, 174 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.4B → $16B (+$610M)

0.72% more ownership

Funds ownership: 97.34%98.06% (+0.72%)

2% less funds holding

Funds holding: 462451 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 46

16% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 174

42% less call options, than puts

Call options by funds: $27M | Put options by funds: $46.7M

Holders
451
Holders Change
-11
Holders Change %
-2.38%
% of All Funds
10.31%
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
146
Reduced
174
Closed
46
Calls
$27M
Puts
$46.7M
Net Calls
-$19.6M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
401
Synovus Financial
Georgia
$29K
NFG
402
Next Financial Group
Texas
$27K +$26K +108 New
ZB
403
Zions Bancorporation
Utah
$27K +$26.7K +111 New
FANJ
404
Financial Architects (New Jersey)
New Jersey
$26K -$723 -3 -3%
FHA
405
First Horizon Advisors
Tennessee
$26K
BCWM
406
Bartlett & Co Wealth Management
Ohio
$24.6K
BC
407
Bartlett & Co
Ohio
$24K
OIA
408
OneDigital Investment Advisors
Kansas
$23K
S
409
SignatureFD
Georgia
$23K +$2.65K +11 +13%
CFA
410
Carroll Financial Associates
North Carolina
$22K -$7.22K -30 -25%
PCFFS
411
Pacific Center for Financial Services
California
$22K +$241 +1 +1%
CAW
412
Cornerstone Advisors (Washington)
Washington
$20K
CCM
413
Cribstone Capital Management
Maine
$20K
TL
414
TrueWealth LLC
Georgia
$19K
JA
415
JOYN Advisors
Georgia
$19K +$4.33K +18 +30%
EA
416
Elm Advisors
California
$19K +$18.1K +75 New
BAMCO Inc
417
BAMCO Inc
New York
$18K -$3.61K -15 -17%
TIM
418
Tortoise Investment Management
New York
$17K
FC
419
Ferris Capital
Massachusetts
$15K -$4.58K -19 -23%
PGWM
420
Parisi Gray Wealth Management
New Jersey
$14K
CFGS
421
Concourse Financial Group Securities
Alabama
$14K +$14K +58 New
LFA
422
Legacy Financial Advisors
Kentucky
$13K
CIA
423
CSat Investment Advisory
Michigan
$13K +$1.45K +6 +13%
GWM
424
Geneos Wealth Management
Colorado
$12K
RWA
425
River Wealth Advisors
Pennsylvania
$12K