We are live on ! Find out more
ESS icon

Essex Property Trust

507 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, 193 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 154

12% more capital invested

Capital invested by funds: $18.8B → $21B (+$2.28B)

4% more funds holding

Funds holding: 488507 (+19)

0.1% more ownership

Funds ownership: 97.89%98% (+0.1%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

49% less call options, than puts

Call options by funds: $60.8M | Put options by funds: $119M

Holders
507
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
11.12%
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
193
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
426
Nelson Capital Management
California
$85K
AIM
427
AIA Investment Management
Singapore
$80K +$76.9K +246 New
FPFS
428
First Personal Financial Services
North Carolina
$78K
S
429
SignatureFD
Georgia
$76K +$1.25K +4 +2%
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$76K +$10.9K +35 +18%
HPC
431
HM Payson & Co
Maine
$75K
GLI
432
Guardian Life Insurance
New York
$63K +$1.56K +5 +3%
SIAS
433
Shine Investment Advisory Services
Colorado
$57K +$54.7K +175 New
AF
434
Advisornet Financial
Minnesota
$53K +$46.6K +149 +1,242%
CIA
435
CSat Investment Advisory
Michigan
$52K +$7.19K +23 +17%
FHA
436
First Horizon Advisors
Tennessee
$51K +$12.2K +39 +33%
BBHC
437
Brown Brothers Harriman & Co
New York
$50K +$1.56K +5 +3%
RCAG
438
Rehmann Capital Advisory Group
Michigan
$49K -$4.38K -14 -9%
HR
439
Howe & Rusling
New York
$48K
PCIA
440
Prime Capital Investment Advisors
Kansas
$46K +$43.8K +140 New
IA
441
IFP Advisors
Florida
$44K +$41.6K +133 New
PCG
442
Private Capital Group
Connecticut
$43K -$14.1K -45 -26%
SF
443
Synovus Financial
Georgia
$39K
SFS
444
Sowell Financial Services
Arkansas
$39K +$36.9K +118 New
FRA
445
Front Row Advisors
California
$35K +$313 +1 +1%
IF
446
Ironwood Financial
Arizona
$34K
BCWM
447
Bartlett & Co Wealth Management
Ohio
$32.5K
BC
448
Bartlett & Co
Ohio
$32K
HH
449
HWG Holdings
Texas
$31K +$30K +96 New
PCFFS
450
Pacific Center for Financial Services
California
$30K