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Essex Property Trust
ESS

Overview Fund Activity

514 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 189 reducing their positions, and 55 closing their positions.

Holders
514
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.05%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
189
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$406M
3
American Century Companies
3
American Century Companies
Missouri
$148M
4
BlackRock
4
BlackRock
New York
$1.8B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$232M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$56.6M
2
LPC
2
Long Pond Capital
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$80.2M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FMBTD
401
First Midwest Bank Trust Division
Illinois
$204K 749 +749 New
PA
402
Procyon Advisors
Connecticut
$201K 741 +741 New
LS
403
Livforsakringsbolaget Skandia
Sweden
$190K 700 – –
CI
404
Clal Insurance
Israel
$187K 684 +684 New
SIM
405
Sentry Investment Management
Wisconsin
$175K 645 -3,111 -83%
LWM
406
Liberty Wealth Management
California
$164K 681 – –
AF
407
Allworth Financial
California
$161K 593 +5 +0.9%
SWA
408
Sutton Wealth Advisors
Florida
$161K 591 +2 +0.3%
QCG
409
Quadrant Capital Group
Ohio
$153K 562 +140 +33%
DZ Bank
410
DZ Bank
Germany
$147K 540 – –
WTC
411
WhitTier Trust Company
Nevada
$132K 488 – –
MC
412
Muzinich & Co
New York
$130K 479 – –
SFS
413
Sowell Financial Services
Arkansas
$111K 388 +12 +3%
SWM
414
Spire Wealth Management
Virginia
$106K 375 +375 New
WP
415
WealthShield Partners
North Carolina
$99K 565 +565 New
CHC
416
City Holding Co
West Virginia
$96K 353 – –
SAM
417
Shell Asset Management
Netherlands
$89K 328 -164 -33%
GWS
418
Glassman Wealth Services
Virginia
$82K 301 +1 +0.3%
CA
419
Clearstead Advisors
Ohio
$81K 297 – –
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.2K 258 +153 +146%
FPFS
421
First Personal Financial Services
North Carolina
$64K 237 – –
PO
422
Private Ocean
California
$61K 226 -45 -17%
T
423
TOBAM
France
$61K 223 – –
APA
424
American Portfolios Advisors
New York
$60.1K 221 +3 +1%
CAM
425
CenterStar Asset Management
Illinois
– – – –
15 16
17
18 19