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Essex Property Trust
ESS

Overview Fund Activity

506 hedge funds and large institutions have $21B invested in Essex Property Trust in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
11.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
65
Increased
192
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M

Top Buyers

1
Invesco
Invesco
Georgia
$616M
2
AAMU
Amundi Asset Management US
Massachusetts
$224M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.57B
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$59.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$196M
4
Cohen & Steers
Cohen & Steers
New York
$1.65B
5
Deutsche Bank
Deutsche Bank
Germany
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
426
AIA Investment Management
Singapore
$80K +$80K +246 New
FPFS
427
First Personal Financial Services
North Carolina
$78K – – –
S
428
SignatureFD
Georgia
$76K +$1.3K +4 +2%
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$76K +$11.4K +35 +18%
HPC
430
HM Payson & Co
Maine
$75K – – –
GLI
431
Guardian Life Insurance
New York
$63K +$1.64K +5 +3%
SIAS
432
Shine Investment Advisory Services
Colorado
$57K +$57K +175 New
AF
433
Advisornet Financial
Minnesota
$53K +$49.1K +149 +1,242%
CIA
434
CSat Investment Advisory
Michigan
$52K +$7.48K +23 +17%
FHA
435
First Horizon Advisors
Tennessee
$51K +$12.7K +39 +33%
BBHC
436
Brown Brothers Harriman & Co
New York
$50K +$1.62K +5 +3%
RCAG
437
Rehmann Capital Advisory Group
Michigan
$49K -$4.57K -14 -9%
HR
438
Howe & Rusling
New York
$48K – – –
PCIA
439
Prime Capital Investment Advisors
Kansas
$46K +$46K +140 New
IA
440
IFP Advisors
Florida
$44K +$44K +133 New
PCG
441
Private Capital Group
Connecticut
$43K -$14.8K -45 -26%
SF
442
Synovus Financial
Georgia
$39K – – –
SFS
443
Sowell Financial Services
Arkansas
$39K +$39K +118 New
FRA
444
Front Row Advisors
California
$35K +$333 +1 +1%
IF
445
Ironwood Financial
Arizona
$34K – – –
BCWM
446
Bartlett & Co Wealth Management
Ohio
$32.5K – – –
BC
447
Bartlett & Co
Ohio
$32K – – –
HH
448
HWG Holdings
Texas
$31K +$31K +96 New
PCFFS
449
Pacific Center for Financial Services
California
$30K – – –
CFGS
450
Concourse Financial Group Securities
Alabama
$27K -$222K -665 -89%
16 17
18
19 20