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Essex Property Trust

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 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 37

8% more funds holding

Funds holding: 451489 (+38)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 166

2% less capital invested

Capital invested by funds: $16B → $15.6B (-$371M)

1.54% less ownership

Funds ownership: 98.06%96.52% (-1.5%)

65% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $76.4M

Holders
489
Holders Change
+38
Holders Change %
+8.43%
% of All Funds
10.9%
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
37
Calls
$26.8M
Puts
$76.4M
Net Calls
-$49.5M
Net Calls Change
-$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$12K
RWA
452
River Wealth Advisors
Pennsylvania
$12K
EWA
453
ERTS Wealth Advisors
Michigan
$12K +$12.6K +50 New
HNB
454
Huntington National Bank
Ohio
$11K -$1.76K -7 -14%
PAMU
455
Pictet Asset Management (UK)
United Kingdom
$9.62K +$1.75M +6,950 +22%
ED
456
Exane Derivatives
France
$9.07K -$298K -1,182 -97%
CFA
457
Carroll Financial Associates
North Carolina
$9K -$12.6K -50 -56%
WANY
458
Wealthspire Advisors (New York)
New York
$9K +$8.82K +35 New
FTI
459
Fiduciary Trust International
Massachusetts
$9K +$9.08K +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 -$1.26K -5 -15%
GRP
463
Global Retirement Partners
California
$7K
PFBT
464
Parkside Financial Bank & Trust
Missouri
$7K
AIM
465
Advantage Investment Management
Iowa
$7K +$7.31K +29 New
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$6K
LC
467
Lindbrook Capital
California
$5K +$5.55K +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 +$3.53K +14 New
TFA
472
Transamerica Financial Advisors
Florida
$2K
PFO
473
Pathstone Family Office
New Jersey
$2K +$1.76K +7 New
FCA
474
FinTrust Capital Advisors
South Carolina
$2K +$2.27K +9 New
FRA
475
Front Row Advisors
California
$2K +$2.27K +9 New