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Essex Property Trust

488 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, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
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
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
426
Howe & Rusling
New York
$43K +$42.7K +148 New
PCG
427
Private Capital Group
Connecticut
$42K +$9.22K +32 +22%
FHA
428
Flagship Harbor Advisors
Massachusetts
$41K +$28.8K +100 +244%
CIA
429
CSat Investment Advisory
Michigan
$40K +$23.3K +81 +145%
FHA
430
First Horizon Advisors
Tennessee
$34K -$2.02K -7 -6%
SF
431
Synovus Financial
Georgia
$34K
SIAS
432
Shine Investment Advisory Services
Colorado
$32K
FRA
433
Front Row Advisors
California
$31K
IF
434
Ironwood Financial
Arizona
$30K
BCWM
435
Bartlett & Co Wealth Management
Ohio
$29.1K
BC
436
Bartlett & Co
Ohio
$29K
OIA
437
OneDigital Investment Advisors
Kansas
$28K
PCFFS
438
Pacific Center for Financial Services
California
$26K +$288 +1 +1%
KFA
439
Krane Funds Advisors
New York
$25K +$24.2K +84 New
CCM
440
Cribstone Capital Management
Maine
$24K
JFA
441
JNBA Financial Advisors
Minnesota
$22K
ZB
442
Zions Bancorporation
Utah
$20K -$13K -45 -39%
TIM
443
Tortoise Investment Management
New York
$20K
PCP
444
Proficio Capital Partners
Massachusetts
$18K +$13.3K +46 +307%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$16K
SLF
446
Sun Life Financial
Ontario, Canada
$15K -$17K -59 -53%
HNB
447
Huntington National Bank
Ohio
$15K
LWM
448
Lenox Wealth Management
Ohio
$15K
JWM
449
Janiczek Wealth Management
Colorado
$15K +$14.4K +50 New
PFBT
450
Parkside Financial Bank & Trust
Missouri
$13K +$865 +3 +8%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.