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Essex Property Trust
ESS

Overview Fund Activity

489 hedge funds and large institutions have $15.6B invested in Essex Property Trust in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+39
Holders Change %
+8.67%
% of All Funds
10.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
79
Increased
165
Reduced
166
Closed
36
Calls
$26.8M
Puts
$76.4M
Net Calls
-$49.5M
Net Calls Change
-$29.9M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$228M
2
Boston Partners
Boston Partners
Massachusetts
$138M
3
ACM
AEW Capital Management
Massachusetts
$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$462M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$87.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.45B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$437M
4
Millennium Management
Millennium Management
New York
$32.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
426
JOYN Advisors
Georgia
$26K +$6.87K +28 +36%
AAMU
427
Amundi Asset Management US
Massachusetts
$25.7K -$4.1K -16,718 -14%
IF
428
Ironwood Financial
Arizona
$25K +$25K +103 New
BCWM
429
Bartlett & Co Wealth Management
Ohio
$24.5K – – –
BC
430
Bartlett & Co
Ohio
$24K – – –
CAL
431
Capital Analysts LLC
Pennsylvania
$24K +$16.8K +67 +231%
OIA
432
OneDigital Investment Advisors
Kansas
$23K – – –
PCFFS
433
Pacific Center for Financial Services
California
$22K – – –
CCM
434
Cribstone Capital Management
Maine
$20K – – –
CAW
435
Cornerstone Advisors (Washington)
Washington
$20K +$723 +3 +4%
TL
436
TrueWealth LLC
Georgia
$19K -$19K – –
AssetMark Inc
437
AssetMark Inc
California
$19K +$9.01K +37 +90%
CAM
438
Cresset Asset Management
Illinois
$19K +$19K +78 New
GI
439
Gradient Investments
Minnesota
$18K +$18K +74 New
JFA
440
JNBA Financial Advisors
Minnesota
$18K +$18K +75 New
TIM
441
Tortoise Investment Management
New York
$17K – – –
Rockefeller Capital Management
442
Rockefeller Capital Management
New York
$17K +$17K +70 New
LFA
443
Legacy Financial Advisors
Kentucky
$15K +$1.69K +7 +13%
PGWM
444
Parisi Gray Wealth Management
New Jersey
$14K – – –
CIA
445
CSat Investment Advisory
Michigan
$14K +$1.25K +5 +10%
FC
446
Ferris Capital
Massachusetts
$13K -$2.8K -11 -18%
QCG
447
Quadrant Capital Group
Ohio
$13K +$1.56K +9 +14%
MOS
448
MGO One Seven
Ohio
$13K +$13K +55 New
W
449
WealthOne
New York
$13K +$13K +55 New
CBT
450
Capital Bank & Trust
California
$12K -$68.9K -287 -85%
16 17
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