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Essex Property Trust
ESS

Overview Fund Activity

513 hedge funds and large institutions have $14.9B invested in Essex Property Trust in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 174 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+38
Holders Change %
+8%
% of All Funds
9.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
85
Increased
174
Reduced
197
Closed
42
Calls
$15.7M
Puts
$33.5M
Net Calls
-$17.8M
Net Calls Change
-$318K

Top Buyers

1
RC
1
Resolution Capital
Australia
$138M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$112M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$144M
4
Norges Bank
4
Norges Bank
Norway
$486M
5
AAMU
5
APG Asset Management US
New York
$81.4M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.27B
2
BlackRock
2
BlackRock
New York
$1.51B
3
DCP
3
D1 Capital Partners
New York
$0
4
ZP
4
Zimmer Partners
New York
$0
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
451
Oder Investment Management
California
$18K +$18K +77 New
SWA
452
SOA Wealth Advisors
New York
$17K +$17K +63 New
FRA
453
Front Row Advisors
California
$16K -$5.65K -24 -26%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
HNB
455
Huntington National Bank
Ohio
$15K -$3.23K -14 -18%
JCM
456
Jacobi Capital Management
Pennsylvania
$15K +$6.8K +29 +83%
PFO
457
Pathstone Family Office
New Jersey
$14K +$13.8K +58 +5,800%
MA
458
Montag & Associates
Georgia
$14K +$14K +59 New
BCA
459
Berman Capital Advisors
Georgia
$13K -$2.47K -11 -16%
VFA
460
Valeo Financial Advisors
Indiana
$13K – – –
S
461
SignatureFD
Georgia
$13K +$945 +4 +8%
FHA
462
First Horizon Advisors
Tennessee
$13K +$13K +54 New
EI
463
Ellevest Inc
New York
$12K +$11.3K +48 +1,600%
SSB
464
Sandy Spring Bank
Maryland
$12K +$12K +52 New
NIM
465
NuWave Investment Management
New Jersey
$11K -$154K -660 -93%
PWPS
466
Pinnacle Wealth Planning Services
Ohio
$11K +$11K +46 New
CFA
467
Carroll Financial Associates
North Carolina
$10K +$238 +1 +2%
PFBT
468
Parkside Financial Bank & Trust
Missouri
$10K +$1.19K +5 +14%
IFAM
469
Institutional & Family Asset Management
Colorado
$9K +$973 +4 +12%
AWA
470
Arkadios Wealth Advisors
Georgia
$8K -$25.2K -107 -76%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
SPIA
472
Steward Partners Investment Advisory
New York
$7K -$6.03K -25 -46%
BAMG
473
Brand Asset Management Group
Missouri
$6K – – –
EA
474
Elm Advisors
California
$6K +$6K +25 New
ZB
475
Zions Bancorporation
Utah
$5K -$2.5K -11 -33%
17 18
19
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