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Essex Property Trust
ESS

Overview Fund Activity

487 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 177 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.59%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
177
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$289M
2
State Street
2
State Street
Massachusetts
$1.6B
3
AAMU
3
Amundi Asset Management US
Massachusetts
$100M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$481M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$234M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$530M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.53B
3
Deutsche Bank
3
Deutsche Bank
Germany
$202M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$43.2M
5
BlackRock
5
BlackRock
New York
$1.96B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
426
Private Capital Group
Connecticut
$42K +$7.64K +32 +22%
FHA
427
Flagship Harbor Advisors
Massachusetts
$41K +$29.1K +100 +244%
CIA
428
CSat Investment Advisory
Michigan
$40K +$23.7K +81 +145%
FHA
429
First Horizon Advisors
Tennessee
$34K -$2.02K -7 -6%
SF
430
Synovus Financial
Georgia
$34K – – –
SIAS
431
Shine Investment Advisory Services
Colorado
$32K -$32K – –
FRA
432
Front Row Advisors
California
$31K – – –
IF
433
Ironwood Financial
Arizona
$30K – – –
BCWM
434
Bartlett & Co Wealth Management
Ohio
$29.1K – – –
BC
435
Bartlett & Co
Ohio
$29K – – –
OIA
436
OneDigital Investment Advisors
Kansas
$28K – – –
PCFFS
437
Pacific Center for Financial Services
California
$26K +$286 +1 +1%
KFA
438
Krane Funds Advisors
New York
$25K +$25K +84 New
CCM
439
Cribstone Capital Management
Maine
$24K – – –
JFA
440
JNBA Financial Advisors
Minnesota
$22K – – –
ZB
441
Zions Bancorporation
Utah
$20K -$13K -45 -39%
TIM
442
Tortoise Investment Management
New York
$20K – – –
PCP
443
Proficio Capital Partners
Massachusetts
$18K +$13.6K +46 +307%
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
SLF
445
Sun Life Financial
Ontario, Canada
$15K -$16.7K -59 -53%
LWM
446
Lenox Wealth Management
Ohio
$15K – – –
HNB
447
Huntington National Bank
Ohio
$15K – – –
JWM
448
Janiczek Wealth Management
Colorado
$15K +$15K +50 New
PFBT
449
Parkside Financial Bank & Trust
Missouri
$13K +$907 +3 +8%
AIM
450
Advantage Investment Management
Iowa
$13K +$1.21K +4 +10%
16 17
18
19 20