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Essex Property Trust
ESS

Overview Fund Activity

489 hedge funds and large institutions have $15.6B invested in Essex Property Trust in 2018 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+39
Holders Change %
+8.67%
% of All Funds
10.91%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
79
Increased
165
Reduced
166
Closed
36
Calls
$26.8M
Puts
$76.4M
Net Calls
-$49.5M
Net Calls Change
-$29.9M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$228M
2
Boston Partners
Boston Partners
Massachusetts
$138M
3
ACM
AEW Capital Management
Massachusetts
$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$462M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$87.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.45B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.5M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$437M
4
Millennium Management
Millennium Management
New York
$32.3M
5
Principal Financial Group
Principal Financial Group
Iowa
$492M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
451
River Wealth Advisors
Pennsylvania
$12K -$12K – –
GWM
452
Geneos Wealth Management
Colorado
$12K – – –
EWA
453
ERTS Wealth Advisors
Michigan
$12K +$12K +50 New
HNB
454
Huntington National Bank
Ohio
$11K -$1.79K -7 -14%
PAMU
455
Pictet Asset Management (UK)
United Kingdom
$9.62K +$1.7K +6,950 +22%
ED
456
Exane Derivatives
France
$9.07K -$290K -1,182 -97%
CFA
457
Carroll Financial Associates
North Carolina
$9K -$11.5K -50 -56%
WANY
458
Wealthspire Advisors (New York)
New York
$9K +$9K +35 New
FTI
459
Fiduciary Trust International
Massachusetts
$9K +$9K +36 New
GEA
460
Glen Eagle Advisors
New Jersey
$8.09K – – –
EARNEST Partners
461
EARNEST Partners
Georgia
$8K – – –
IFAM
462
Institutional & Family Asset Management
Colorado
$7K -$1.25K -5 -15%
PFBT
463
Parkside Financial Bank & Trust
Missouri
$7K – – –
GRP
464
Global Retirement Partners
California
$7K – – –
AIM
465
Advantage Investment Management
Iowa
$7K +$7K +29 New
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
LC
467
Lindbrook Capital
California
$5K +$5K +22 New
PCP
468
Proficio Capital Partners
Massachusetts
$4K – – –
SFSIG
469
San Francisco Sentry Investment Group
California
$4K – – –
TFO
470
Tarbox Family Office
California
$4K – – –
CFA
471
Clarfeld Financial Advisors
New York
$4K +$4K +14 New
TFA
472
Transamerica Financial Advisors
Florida
$2K – – –
PFO
473
Pathstone Family Office
New Jersey
$2K +$2K +7 New
FCA
474
FinTrust Capital Advisors
South Carolina
$2K +$2K +9 New
FRA
475
Front Row Advisors
California
$2K +$2K +9 New
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19
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