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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
HNB
426
Huntington National Bank
Ohio
$12K +$12K +50 New
QCG
427
Quadrant Capital Group
Ohio
$11K
AssetMark Inc
428
AssetMark Inc
California
$10K
APP
429
Avantax Planning Partners
Iowa
$9K +$8.67K +36 New
SWP
430
Stratos Wealth Partners
Ohio
$9K +$8.67K +36 New
GEA
431
Glen Eagle Advisors
New Jersey
$8.14K
EARNEST Partners
432
EARNEST Partners
Georgia
$8K
IFAM
433
Institutional & Family Asset Management
Colorado
$8K
CAL
434
Capital Analysts LLC
Pennsylvania
$7K
GRP
435
Global Retirement Partners
California
$7K
PFBT
436
Parkside Financial Bank & Trust
Missouri
$7K
SPIA
437
Steward Partners Investment Advisory
New York
$7K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$6K +$482 +2 +9%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$4K -$13.2K -55 -76%
SFSIG
440
San Francisco Sentry Investment Group
California
$4K
TFO
441
Tarbox Family Office
California
$4K
PCP
442
Proficio Capital Partners
Massachusetts
$4K +$963 +4 +36%
TPWA
443
TRUE Private Wealth Advisors
Oregon
$3.98K +$3.85K +16 New
WSTAM
444
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$2.65K +11 New
FM
445
Forward Management
California
$2K -$1.16M -4,800 -100%
FHA
446
Flagship Harbor Advisors
Massachusetts
$2K +$241 +1 +17%
CAG
447
Csenge Advisory Group
Florida
$2K +$2.17K +9 New
WPA
448
West Paces Advisors
Georgia
$1.97K
TWA
449
TCI Wealth Advisors
Arizona
$1K -$5.54K -23 -88%
CHP
450
Cable Hill Partners
Oregon
$1K -$963 -4 -40%