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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 %
CFD
476
Creative Financial Designs
Indiana
$5K – – –
EWA
477
Evolution Wealth Advisors
Florida
$5K +$5K +19 New
SAI
478
Systematic Alpha Investments
New Jersey
$5K +$5K +20 New
AIG
479
American International Group
New York
$4.91K -$193 -811 -4%
HCP
480
Hexagon Capital Partners
Arkansas
$4K – – –
GAM
481
Gemmer Asset Management
California
$4K – – –
AF
482
Advisornet Financial
Minnesota
$4K – – –
SFSIG
483
San Francisco Sentry Investment Group
California
$4K – – –
RPWA
484
Regent Peak Wealth Advisors
Georgia
$4K +$4K +18 New
TAIM
485
TD Ameritrade Investment Management
Nebraska
$3K -$8.36K -39 -74%
TFO
486
Tarbox Family Office
California
$3K -$857 -4 -22%
Bessemer Group
487
Bessemer Group
New Jersey
$3K -$643 -3 -18%
SIM
488
Sonora Investment Management
Arizona
$3K – – –
ASN
489
Advisory Services Network
Georgia
$2K -$69.6K -348 -97%
CCM
490
Copeland Capital Management
Pennsylvania
$2K – – –
BWM
491
BerganKDV Wealth Management
Minnesota
$2K – – –
TFA
492
Transamerica Financial Advisors
Florida
$2K +$333 +1 +20%
HR
493
Howe & Rusling
New York
$2K +$667 +3 +50%
FHC
494
First Horizon Corporation
Tennessee
$2K +$909 +5 +83%
WPA
495
West Paces Advisors
Georgia
$1.9K – – –
PWMG
496
Prestige Wealth Management Group
New Jersey
$1K -$8.67K -26 -90%
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$800 -4 -44%
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
TFM
499
TFC Financial Management
Massachusetts
$1K – – –
JWM
500
Janiczek Wealth Management
Colorado
$1K +$1K +3 New
18 19
20
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