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

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$418M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$196M
4
Cohen & Steers
4
Cohen & Steers
New York
$1.65B
5
Deutsche Bank
5
Deutsche Bank
Germany
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
476
Tarbox Family Office
California
$6K – – –
SFSIG
477
San Francisco Sentry Investment Group
California
$5K – – –
AssetMark Inc
478
AssetMark Inc
California
$5K +$1.07K +3 +27%
OSAM
479
O'Shaughnessy Asset Management
Connecticut
$5K +$2.67K +8 +114%
CAM
480
ClariVest Asset Management
California
$5K +$5K +14 New
SIM
481
Sonora Investment Management
Arizona
$4K – – –
EWA
482
Evolution Wealth Advisors
Florida
$4K – – –
AIL
483
AGF Investments LLC
Ontario, Canada
$4K +$4K +12 New
PB
484
Pinnacle Bancorp
Nebraska
$4K +$4K +13 New
RIA
485
Realta Investment Advisors
Delaware
$3K – – –
NIC
486
Northwest Investment Counselors
Oregon
$3K +$3K +9 New
ECM
487
EII Capital Management
New York
$2.74K +$332 +1,016 +14%
APA
488
American Portfolios Advisors
New York
$2.65K – – –
WPA
489
West Paces Advisors
Georgia
$2.61K – – –
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61K +$2.61K +8 New
BWM
491
BerganKDV Wealth Management
Minnesota
$2K – – –
Fidelity International
492
Fidelity International
Bermuda
$2K – – –
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
FANJ
494
Financial Architects (New Jersey)
New Jersey
$2K – – –
CCM
495
Copeland Capital Management
Pennsylvania
$2K – – –
GWMIA
496
Global Wealth Management Investment Advisory
Florida
$2K – – –
TFA
497
Transamerica Financial Advisors
Florida
$2K +$2K +4 New
TWA
498
TCI Wealth Advisors
Arizona
$1K – – –
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
BCA
500
Berman Capital Advisors
Georgia
$1K – – –
18 19
20
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