We are live on ! Find out more
ESS icon

Essex Property Trust

488 hedge funds and large institutions have $18.8B invested in Essex Property Trust in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 178 increasing their positions, 170 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 170

0% more capital invested

Capital invested by funds: $18.8B → $18.8B (+$19M)

0.75% less ownership

Funds ownership: 98.64%97.89% (-0.75%)

2% less funds holding

Funds holding: 497488 (-9)

11% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 54

25% less call options, than puts

Call options by funds: $63.4M | Put options by funds: $84.8M

Holders
488
Holders Change
-9
Holders Change %
-1.81%
% of All Funds
10.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
48
Increased
178
Reduced
170
Closed
54
Calls
$63.4M
Puts
$84.8M
Net Calls
-$21.4M
Net Calls Change
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Advantage Investment Management
Iowa
$13K +$1.15K +4 +10%
CI
452
CX Institutional
Indiana
$12K +$8.94K +31 +282%
CFA
453
Carroll Financial Associates
North Carolina
$11K
Rockefeller Capital Management
454
Rockefeller Capital Management
New York
$10K -$8.94K -31 -46%
GEA
455
Glen Eagle Advisors
New Jersey
$9.63K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$9K
SCA
457
Stonebridge Capital Advisors
Minnesota
$9K +$8.65K +30 New
IFAM
458
Institutional & Family Asset Management
Colorado
$8K
M
459
MOTCO
Texas
$8K +$7.49K +26 New
SPIA
460
Steward Partners Investment Advisory
New York
$8K +$8.36K +29 New
BFEC
461
Benjamin F. Edwards & Company
Missouri
$7K +$6.92K +24 New
CAW
462
Cornerstone Advisors (Washington)
Washington
$6K -$20.5K -71 -79%
LC
463
Lindbrook Capital
California
$6K
SFSIG
464
San Francisco Sentry Investment Group
California
$5K
TFO
465
Tarbox Family Office
California
$5K
ACS
466
Archford Capital Strategies
Illinois
$4K
AF
467
Advisornet Financial
Minnesota
$4K +$3.46K +12 New
EWA
468
Evolution Wealth Advisors
Florida
$4K +$3.46K +12 New
SIM
469
Sonora Investment Management
Arizona
$4K +$3.46K +12 New
AssetMark Inc
470
AssetMark Inc
California
$3K -$288 -1 -8%
RIA
471
Realta Investment Advisors
Delaware
$3K +$2.59K +9 New
APA
472
American Portfolios Advisors
New York
$2.35K
WPA
473
West Paces Advisors
Georgia
$2.33K
Parallax Volatility Advisers
474
Parallax Volatility Advisers
California
$2K -$315K -1,094 -99%
FANJ
475
Financial Architects (New Jersey)
New Jersey
$2K -$28K -97 -93%

ESS Hedge Fund Activity: Q2 2019 in Review

488 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Essex Property Trust (ESS) for Q2 2019, worth a combined $18.8B — up 0.1% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of ESS and 48 opened new positions — a net loss of 6 holders — while 170 trimmed existing stakes and 178 added.

The largest buyer was Nuveen, adding an estimated $201M. The largest seller was Fidelity Investments, cutting an estimated $141M.

  • 488 institutional investors held Essex Property Trust (ESS) as of Q2 2019, down from 497 in Q1 2019.
  • Funds reported $18.8B of Essex Property Trust stock for Q2 2019, up 0.1% quarter-over-quarter.
  • 48 funds opened new Essex Property Trust positions in Q2 2019 and 54 closed out, a net change of -6 holders.
  • The largest Essex Property Trust buyer in Q2 2019 was Nuveen, an estimated $201M added.
  • The largest Essex Property Trust seller in Q2 2019 was Fidelity Investments, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2019.