We are live on ! Find out more
ESS icon

Essex Property Trust

507 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, 193 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 44

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 154

12% more capital invested

Capital invested by funds: $18.8B → $21B (+$2.28B)

4% more funds holding

Funds holding: 488507 (+19)

0.1% more ownership

Funds ownership: 97.89%98% (+0.1%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

49% less call options, than puts

Call options by funds: $60.8M | Put options by funds: $119M

Holders
507
Holders Change
+19
Holders Change %
+3.89%
% of All Funds
11.12%
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
193
Reduced
154
Closed
44
Calls
$60.8M
Puts
$119M
Net Calls
-$58.6M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
451
Concourse Financial Group Securities
Alabama
$27K -$208K -665 -89%
CCM
452
Cribstone Capital Management
Maine
$27K
CI
453
CX Institutional
Indiana
$27K +$13.1K +42 +100%
JFA
454
JNBA Financial Advisors
Minnesota
$24K
ZB
455
Zions Bancorporation
Utah
$23K
EW
456
Evoke Wealth
California
$21.7K +$20.6K +66 New
SLF
457
Sun Life Financial
Ontario, Canada
$17K
VEA
458
Virtus ETF Advisers
New York
$17K +$16.3K +52 New
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$16K
AIM
460
Advantage Investment Management
Iowa
$14K -$313 -1 -2%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$14K
CFA
462
Carroll Financial Associates
North Carolina
$13K
CAW
463
Cornerstone Advisors (Washington)
Washington
$13K +$6.57K +21 +111%
MSFP
464
Mark Sheptoff Financial Planning
Connecticut
$13K +$12.5K +40 New
LWM
465
Lenox Wealth Management
Ohio
$12K -$5K -16 -30%
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$12K
GEA
467
Glen Eagle Advisors
New Jersey
$11.8K +$938 +3 +9%
HNB
468
Huntington National Bank
Ohio
$10K -$6.57K -21 -40%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$10K
SCA
470
Stonebridge Capital Advisors
Minnesota
$10K
SPIA
471
Steward Partners Investment Advisory
New York
$9K
LC
472
Lindbrook Capital
California
$9K +$2.19K +7 +32%
IFAM
473
Institutional & Family Asset Management
Colorado
$8K -$938 -3 -11%
RMC
474
Resources Management Corp
Connecticut
$7K +$6.88K +22 New
Bessemer Group
475
Bessemer Group
New Jersey
$6K -$173K -554 -97%