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Essex Property Trust
ESS

Overview Fund Activity

506 hedge funds and large institutions have $21B invested in Essex Property Trust in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+19
Holders Change %
+3.9%
% of All Funds
11.11%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
65
Increased
192
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M

Top Buyers

1
Invesco
Invesco
Georgia
$616M
2
AAMU
Amundi Asset Management US
Massachusetts
$224M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.57B
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$59.4M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$432M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$418M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$196M
4
Cohen & Steers
Cohen & Steers
New York
$1.65B
5
Deutsche Bank
Deutsche Bank
Germany
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Cribstone Capital Management
Maine
$27K – – –
CI
452
CX Institutional
Indiana
$27K +$13.5K +42 +100%
JFA
453
JNBA Financial Advisors
Minnesota
$24K – – –
ZB
454
Zions Bancorporation
Utah
$23K – – –
EW
455
Evoke Wealth
California
$21.7K +$21.7K +66 New
SLF
456
Sun Life Financial
Ontario, Canada
$17K – – –
VEA
457
Virtus ETF Advisers
New York
$17K +$17K +52 New
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
AIM
459
Advantage Investment Management
Iowa
$14K -$333 -1 -2%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$14K – – –
CFA
461
Carroll Financial Associates
North Carolina
$13K – – –
CAW
462
Cornerstone Advisors (Washington)
Washington
$13K +$6.83K +21 +111%
MSFP
463
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +40 New
LWM
464
Lenox Wealth Management
Ohio
$12K -$5.19K -16 -30%
Rockefeller Capital Management
465
Rockefeller Capital Management
New York
$12K – – –
GEA
466
Glen Eagle Advisors
New Jersey
$11.8K +$980 +3 +9%
HNB
467
Huntington National Bank
Ohio
$10K -$6.56K -21 -40%
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
SCA
469
Stonebridge Capital Advisors
Minnesota
$10K – – –
SPIA
470
Steward Partners Investment Advisory
New York
$9K – – –
LC
471
Lindbrook Capital
California
$9K +$2.17K +7 +32%
IFAM
472
Institutional & Family Asset Management
Colorado
$8K -$960 -3 -11%
RMC
473
Resources Management Corp
Connecticut
$7K +$7K +22 New
Bessemer Group
474
Bessemer Group
New Jersey
$6K -$175K -554 -97%
BFEC
475
Benjamin F. Edwards & Company
Missouri
$6K -$2K -6 -25%
17 18
19
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