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Essex Property Trust
ESS

Overview Fund Activity

514 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 189 reducing their positions, and 55 closing their positions.

Holders
514
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.05%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
189
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$406M
3
American Century Companies
3
American Century Companies
Missouri
$148M
4
BlackRock
4
BlackRock
New York
$1.8B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$232M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$56.6M
2
LPC
2
Long Pond Capital
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$80.2M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GWSG
426
GPS Wealth Strategies Group
Colorado
$58K 215 +215 New
HPC
427
HM Payson & Co
Maine
$57K 210 -20 -9%
NFG
428
Next Financial Group
Texas
$50K 185 -11 -6%
CI
429
CX Institutional
Indiana
$47K 173 +42 +32%
Lazard Asset Management
430
Lazard Asset Management
New York
$45K 166 +14 +9%
CIA
431
CSat Investment Advisory
Michigan
$41K 152 +1 +0.7%
TPCW
432
TD Private Client Wealth
New York
$40.8K 150 +11 +8%
APP
433
Alpha Paradigm Partners
Illinois
$40K 146 +146 New
FQ
434
First Quadrant
California
$38K 140 – –
PWM
435
Prentice Wealth Management
New York
$37K 135 +135 New
CAL
436
Capital Analysts LLC
Pennsylvania
$36K 134 – –
IA
437
IFP Advisors
Florida
$31K 113 -209 -65%
LC
438
Lindbrook Capital
California
$31K 113 +11 +11%
SWA
439
SOA Wealth Advisors
New York
$30K 110 +47 +75%
PI
440
PineBridge Investments
New York
$29K 108 – –
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$28K 102 -113 -53%
IF
442
Ironwood Financial
Arizona
$28K 103 – –
PCFFS
443
Pacific Center for Financial Services
California
$28K 102 +9 +10%
WT
444
Washington Trust
Rhode Island
$27K 101 – –
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$27K 100 – –
Acadian Asset Management
446
Acadian Asset Management
Massachusetts
$26K 96 -209 -69%
FRA
447
Front Row Advisors
California
$24K 89 +21 +31%
AWA
448
Arkadios Wealth Advisors
Georgia
$24K 91 +57 +168%
ST
449
Smithfield Trust
Pennsylvania
$23K 83 – –
HWMA
450
Heritage Wealth Management (Arizona)
Arizona
$23K 85 +85 New
16 17
18
19 20