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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
+$252M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$101M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$95.2M
4
ACM
AEW Capital Management
Massachusetts
+$58.7M
5
HRES
Heitman Real Estate Securities
Illinois
+$52.5M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$193M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$71.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$57.2M
4
Ameriprise
Ameriprise
Minnesota
-$55.9M
5
B
Barings
North Carolina
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
426
Quadrant Capital Group
Ohio
$11K – – –
AssetMark Inc
427
AssetMark Inc
California
$10K – – –
APP
428
Avantax Planning Partners
Iowa
$9K +$9K +36 New
SWP
429
Stratos Wealth Partners
Ohio
$9K +$9K +36 New
GEA
430
Glen Eagle Advisors
New Jersey
$8.14K – – –
IFAM
431
Institutional & Family Asset Management
Colorado
$8K – – –
EARNEST Partners
432
EARNEST Partners
Georgia
$8K – – –
GRP
433
Global Retirement Partners
California
$7K – – –
PFBT
434
Parkside Financial Bank & Trust
Missouri
$7K – – –
CAL
435
Capital Analysts LLC
Pennsylvania
$7K – – –
SPIA
436
Steward Partners Investment Advisory
New York
$7K – – –
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$6K +$500 +2 +9%
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$4K -$12.9K -55 -76%
SFSIG
439
San Francisco Sentry Investment Group
California
$4K – – –
TFO
440
Tarbox Family Office
California
$4K – – –
PCP
441
Proficio Capital Partners
Massachusetts
$4K +$1.07K +4 +36%
TPWA
442
TRUE Private Wealth Advisors
Oregon
$3.98K +$3.98K +16 New
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3K +11 New
FM
444
Forward Management
California
$2K -$960K -4,800 -100%
FHA
445
Flagship Harbor Advisors
Massachusetts
$2K +$286 +1 +17%
CAG
446
Csenge Advisory Group
Florida
$2K +$2K +9 New
WPA
447
West Paces Advisors
Georgia
$1.97K – – –
TWA
448
TCI Wealth Advisors
Arizona
$1K -$7.67K -23 -88%
CHP
449
Cable Hill Partners
Oregon
$1K -$667 -4 -40%
AC
450
Avestar Capital
New York
$1K – – –
16 17
18
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