We are live on ! Find out more
ESS icon

Essex Property Trust

462 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2018 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 155 increasing their positions, 157 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

4% more funds holding

Funds holding: 443462 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.16% less ownership

Funds ownership: 97.5%97.34% (-0.16%)

1% less capital invested

Capital invested by funds: $15.5B → $15.4B (-$125M)

1% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 157

75% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $54M

Holders
462
Holders Change
+19
Holders Change %
+4.29%
% of All Funds
10.58%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
51
Increased
155
Reduced
157
Closed
29
Calls
$13.8M
Puts
$54M
Net Calls
-$40.3M
Net Calls Change
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
451
TD Ameritrade Investment Management
Nebraska
$5K +$4.76K +20 New
RFC
452
Regions Financial Corp
Alabama
$4K -$1.67K -7 -32%
SFSIG
453
San Francisco Sentry Investment Group
California
$4K
TFO
454
Tarbox Family Office
California
$4K
PCP
455
Proficio Capital Partners
Massachusetts
$3K
CHP
456
Cable Hill Partners
Oregon
$2K
OSAM
457
O'Shaughnessy Asset Management
Connecticut
$2K
WPA
458
West Paces Advisors
Georgia
$1.91K
TFA
459
Transamerica Financial Advisors
Florida
$1K -$238 -1 -20%
AC
460
Avestar Capital
New York
$1K
Bessemer Group
461
Bessemer Group
New Jersey
$1K
DBT
462
Dubuque Bank & Trust
Iowa
$1K
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
LWCFA
464
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
FHA
465
Flagship Harbor Advisors
Massachusetts
$1K +$1.43K +6 New
NA
466
NewEdge Advisors
Louisiana
$394 -$4.76K -20 -1%
AIL
467
AGF Investments LLC
Ontario, Canada
$38 +$5K +21 +15%
American Century Companies
468
American Century Companies
Missouri
-$62.6M -260,258 Closed
AAMU
469
APG Asset Management US
New York
-$53.1M -220,500 Closed
CHP
470
Castle Hook Partners
New York
-$6.25M -25,966 Closed
AWCI
471
Alpine Woods Capital Investors
New York
-$5.58M -23,165 Closed
Nomura Holdings
472
Nomura Holdings
Japan
-$2.04K -8,469 Closed
Point72 Asset Management
473
Point72 Asset Management
Connecticut
-$1.3M -5,400 Closed
IOOF
474
Independent Order of Foresters
Ontario, Canada
-$939K -3,900 Closed
AIM
475
Achmea Investment Management
Netherlands
-$897K -3,729 Closed

ESS Hedge Fund Activity: Q2 2018 in Review

462 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2018, worth a combined $15.4B — down 0.81% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new ESS positions and 29 closed out — a net gain of 22 holders — while 155 added to existing stakes and 157 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $333M. The largest seller was Invesco, cutting an estimated $201M.

  • 462 institutional investors held Essex Property Trust (ESS) as of Q2 2018, up from 443 in Q1 2018.
  • Funds reported $15.4B of Essex Property Trust stock for Q2 2018, down 0.81% quarter-over-quarter.
  • 51 funds opened new Essex Property Trust positions in Q2 2018 and 29 closed out, a net change of +22 holders.
  • The largest Essex Property Trust buyer in Q2 2018 was Cohen & Steers, an estimated $333M added.
  • The largest Essex Property Trust seller in Q2 2018 was Invesco, an estimated $201M sold.

Based on aggregated 13F filings for Q2 2018.