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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
BFEC
476
Benjamin F. Edwards & Company
Missouri
$6K -$1.88K -6 -25%
TFO
477
Tarbox Family Office
California
$6K
SFSIG
478
San Francisco Sentry Investment Group
California
$5K
AssetMark Inc
479
AssetMark Inc
California
$5K +$938 +3 +27%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$5K +$2.5K +8 +114%
CAM
481
ClariVest Asset Management
California
$5K +$4.38K +14 New
EWA
482
Evolution Wealth Advisors
Florida
$4K
SIM
483
Sonora Investment Management
Arizona
$4K
AIL
484
AGF Investments LLC
Ontario, Canada
$4K +$3.75K +12 New
PB
485
Pinnacle Bancorp
Nebraska
$4K +$4.06K +13 New
RIA
486
Realta Investment Advisors
Delaware
$3K
NIC
487
Northwest Investment Counselors
Oregon
$3K +$2.81K +9 New
ECM
488
EII Capital Management
New York
$2.74K +$318K +1,016 +14%
APA
489
American Portfolios Advisors
New York
$2.65K
WPA
490
West Paces Advisors
Georgia
$2.61K
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61K +$2.5K +8 New
BWM
492
BerganKDV Wealth Management
Minnesota
$2K
CCM
493
Copeland Capital Management
Pennsylvania
$2K
Fidelity International
494
Fidelity International
Bermuda
$2K
FANJ
495
Financial Architects (New Jersey)
New Jersey
$2K
GWMIA
496
Global Wealth Management Investment Advisory
Florida
$2K
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
TFA
498
Transamerica Financial Advisors
Florida
$2K +$1.25K +4 New
BCA
499
Berman Capital Advisors
Georgia
$1K
EFSCE
500
Enterprise Financial Services Corp (EFSC)
Missouri
$1K