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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 %
GRP
426
Global Retirement Partners
California
$7K +$7K +29 New
RPC
427
Rossmore Private Capital
Connecticut
$6.03K +$6.03K +25 New
TWA
428
TCI Wealth Advisors
Arizona
$6K – – –
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$5K +$952 +4 +24%
SFSIG
430
San Francisco Sentry Investment Group
California
$4K – – –
ASN
431
Advisory Services Network
Georgia
$4K +$1.88K +8 +89%
APA
432
American Portfolios Advisors
New York
$3.62K +$3.62K +15 New
WWM
433
Wagner Wealth Management
South Carolina
$3K – – –
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$3K +$214 +1 +8%
MOS
435
MGO One Seven
Ohio
$3K +$3K +11 New
ST
436
Smithfield Trust
Pennsylvania
$3K +$3K +11 New
CHP
437
Cable Hill Partners
Oregon
$2K -$2.8K -14 -58%
PMFA
438
Plante Moran Financial Advisors
Michigan
$2K – – –
BL
439
Balentine LLC
Georgia
$2K – – –
PFBT
440
Parkside Financial Bank & Trust
Missouri
$2K +$400 +2 +25%
HNB
441
Huntington National Bank
Ohio
$2K +$857 +3 +75%
BBHC
442
Brown Brothers Harriman & Co
New York
$2K +$2K +7 New
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +10 New
WPA
444
West Paces Advisors
Georgia
$1.93K – – –
TFA
445
Transamerica Financial Advisors
Florida
$1K – – –
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
EFSCE
447
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
AC
448
Avestar Capital
New York
$1K +$1K +5 New
PCG
449
Private Capital Group
Connecticut
$27 +$27 +113 New
American Century Companies
450
American Century Companies
Missouri
– -$49.5M -194,937 Closed
16 17
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