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Essex Property Trust
ESS

Overview Fund Activity

496 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 161 increasing their positions, 216 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
10.2%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
58
Increased
161
Reduced
216
Closed
47
Calls
$20.2M
Puts
$24.4M
Net Calls
-$4.16M
Net Calls Change
+$3.19M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.37B
2
DCP
2
D1 Capital Partners
New York
$129M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$101M
4
BC
4
Brookfield Corp
Ontario, Canada
$87.5M
5
LPC
5
Long Pond Capital
New York
$85.2M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.42B
2
Invesco
2
Invesco
Georgia
$76.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$110M
4
Goldman Sachs
4
Goldman Sachs
New York
$80.5M
5
Charles Schwab
5
Charles Schwab
California
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
451
JNBA Financial Advisors
Minnesota
$17K – – –
CI
452
CX Institutional
Indiana
$17K +$472 +2 +3%
CAW
453
Cornerstone Advisors (Washington)
Washington
$17K +$1.63K +7 +11%
PAG
454
Private Advisor Group
New Jersey
$17K +$17K +74 New
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
VFA
456
Valeo Financial Advisors
Indiana
$15K -$32.2K -144 -68%
WFMPM
457
Woodley Farra Manion Portfolio Management
Indiana
$13K – – –
TAIM
458
TD Ameritrade Investment Management
Nebraska
$12K -$679 -3 -5%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$11K +$1.54K +7 +16%
OPS
460
Orion Portfolio Solutions
Nebraska
$10K -$455 -2 -4%
ZB
461
Zions Bancorporation
Utah
$9K -$7.2K -32 -44%
CFA
462
Carroll Financial Associates
North Carolina
$9K – – –
MSFP
463
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
BL
464
Balentine LLC
Georgia
$9K +$9K +38 New
PWMG
465
Prestige Wealth Management Group
New Jersey
$8K -$1.18K -5 -13%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$8K +$686 +3 +9%
CCA
467
Column Capital Advisors
Indiana
$7K -$4.46K -21 -39%
IFAM
468
Institutional & Family Asset Management
Colorado
$7K -$1.69K -7 -19%
LWM
469
Lenox Wealth Management
Ohio
$7K -$848 -4 -11%
SCA
470
Stonebridge Capital Advisors
Minnesota
$7K – – –
SPIA
471
Steward Partners Investment Advisory
New York
$7K – – –
JCM
472
Jacobi Capital Management
Pennsylvania
$5K – – –
SFS
473
Sowell Financial Services
Arkansas
$4K -$22.2K -100 -85%
TFO
474
Tarbox Family Office
California
$4K -$444 -2 -10%
SFSIG
475
San Francisco Sentry Investment Group
California
$4K – – –
17 18
19
20 21