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Essex Property Trust
ESS

Overview Fund Activity

490 hedge funds and large institutions have $14B invested in Essex Property Trust in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 196 increasing their positions, 191 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
490
Holders Change
-46
Holders Change %
-8.58%
% of All Funds
10.82%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
43
Increased
196
Reduced
191
Closed
83
Calls
$21.8M
Puts
$29.2M
Net Calls
-$7.35M
Net Calls Change
-$18.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.06B
2
ProShare Advisors
ProShare Advisors
Maryland
$77.8M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$54.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$128M
5
LIMS
Lasalle Investment Management Securities
Maryland
$50.4M

Top Sellers

1
Invesco
Invesco
Georgia
$161M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$41.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$175M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
451
Berman Capital Advisors
Georgia
$10K +$9.22K +47 +1,175%
PFBT
452
Parkside Financial Bank & Trust
Missouri
$9K -$628 -3 -7%
MSFP
453
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
CFA
454
Carroll Financial Associates
North Carolina
$9K +$220 +1 +3%
SLF
455
Sun Life Financial
Ontario, Canada
$9K +$450 +2 +5%
PWMG
456
Prestige Wealth Management Group
New Jersey
$9K +$9K +39 New
LWM
457
Lenox Wealth Management
Ohio
$8K – – –
IFAM
458
Institutional & Family Asset Management
Colorado
$8K +$1.56K +7 +24%
WQ
459
Wealth Quarterback
New Jersey
$7.46K – – –
SCA
460
Stonebridge Capital Advisors
Minnesota
$7K – – –
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$7K +$219 +1 +3%
SFPG
462
Stonebridge Financial Planning Group
Florida
$7K +$7K +29 New
SPIA
463
Steward Partners Investment Advisory
New York
$6K – – –
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.07K +$2.2K +10 +77%
RMC
465
Resources Management Corp
Connecticut
$5K – – –
IA
466
IndexIQ Advisors
New York
$5K +$435 +2 +10%
PA
467
Procyon Advisors
Connecticut
$4K -$842 -4 -17%
TFO
468
Tarbox Family Office
California
$4K -$800 -4 -17%
SFSIG
469
San Francisco Sentry Investment Group
California
$4K – – –
BWM
470
BerganKDV Wealth Management
Minnesota
$4K – – –
JCM
471
Jacobi Capital Management
Pennsylvania
$4K +$4K +20 New
SIM
472
Sonora Investment Management
Arizona
$3K – – –
CAM
473
ClariVest Asset Management
California
$3K – – –
OAM
474
Optimal Asset Management
California
$2.6K +$1.2K +5,468 +86%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$2K -$10.3K -41 -84%
17 18
19
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