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Essex Property Trust
ESS

Overview Fund Activity

514 hedge funds and large institutions have $16.9B invested in Essex Property Trust in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 189 reducing their positions, and 55 closing their positions.

Holders
514
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.05%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
58
Increased
185
Reduced
189
Closed
55
Calls
$23.2M
Puts
$31.9M
Net Calls
-$8.67M
Net Calls Change
+$9.13M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$206M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$406M
3
American Century Companies
3
American Century Companies
Missouri
$148M
4
BlackRock
4
BlackRock
New York
$1.8B
5
CIM
5
Centersquare Investment Management
Pennsylvania
$232M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$56.6M
2
LPC
2
Long Pond Capital
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$80.2M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VCG
551
Vantage Consulting Group
Virginia
– – -277 Closed
MIFH
552
Migdal Insurance & Financial Holdings
Israel
– – -248 Closed
LS
553
Leelyn Smith
Illinois
– – -140 Closed
PWM
554
Perigon Wealth Management
California
– – -122 Closed
FCM
555
Firestone Capital Management
Florida
– – -84 Closed
CCA
556
Childress Capital Advisors
Texas
– – -82 Closed
OIM
557
Oder Investment Management
California
– – -77 Closed
JFA
558
JNBA Financial Advisors
Minnesota
– – -75 Closed
PFO
559
Pathstone Family Office
New Jersey
– – -59 Closed
PWPS
560
Pinnacle Wealth Planning Services
Ohio
– – -46 Closed
EA
561
Elm Advisors
California
– – -25 Closed
RPWA
562
Regent Peak Wealth Advisors
Georgia
– – -18 Closed
ASN
563
Advisory Services Network
Georgia
– – -10 Closed
CCM
564
Copeland Capital Management
Pennsylvania
– – -8 Closed
LWCFA
565
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -6 Closed
RWA
566
Ropes Wealth Advisors
Massachusetts
– – -1 Closed
IA
567
Inspire Advisors
Idaho
– – -1 Closed
Walleye Trading
568
Walleye Trading
New York
– – – –
Group One Trading
569
Group One Trading
Illinois
– – – –
ADIM
570
Alpha DNA Investment Management
Maryland
$0 3 – –
Simplex Trading
571
Simplex Trading
Illinois
– – – –
AWM
572
Avior Wealth Management
Nebraska
$0 3 – –
Twin Tree Management
573
Twin Tree Management
Texas
– – – –
CWC
574
Carolinas Wealth Consulting
North Carolina
$0 1 – –
Capstone Investment Advisors
575
Capstone Investment Advisors
New York
– – – –
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