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Essex Property Trust
ESS

Overview Fund Activity

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$244M
3
HRES
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$1.36B
4
American Century Companies
American Century Companies
Missouri
$112M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
226
Axa
France
$1.52M +$619K +2,529 +68%
BPA
227
Beacon Pointe Advisors
California
$1.48M -$14.2K -58 -0.9%
Creative Planning
228
Creative Planning
Kansas
$1.48M +$190K +777 +15%
SOAMC
229
Spirit of America Management Corp
New York
$1.45M – – –
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$1.44M -$286K -1,167 -17%
OAM
231
Oppenheimer Asset Management
New York
$1.43M +$292K +1,194 +26%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$1.43M +$102K +415 +8%
NWM
233
Nicola Wealth Management
British Columbia, Canada
$1.43M +$1.43M +4,300 New
CB
234
Commerce Bank
Missouri
$1.42M +$2.94K +12 +0.2%
MCCP
235
Mission Creek Capital Partners
California
$1.42M +$160K +654 +13%
IG
236
ING Group
Netherlands
$1.4M +$9.79K +40 +0.7%
AAM
237
Azzad Asset Management
Virginia
$1.4M +$36.2K +148 +3%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$1.34M +$122K +500 +10%
VIG
239
Vienna Insurance Group
Poland
$1.32M +$1.22K +5 +0.1%
BFM
240
Boothbay Fund Management
New York
$1.31M +$1.31M +5,332 New
GIBU
241
Gulf International Bank (UK)
United Kingdom
$1.3M – – –
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1.3M -$31.1K -127 -2%
NB
243
Norinchukin Bank
Japan
$1.3M -$17.4K -71 -1%
CP
244
Camelot Portfolios
Ohio
$1.29M -$404K -1,648 -24%
AQR Capital Management
245
AQR Capital Management
Connecticut
$1.29M +$226K +924 +21%
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$1.28M -$73.2K -299 -5%
O
247
Ossiam
France
$1.24M -$549K -2,241 -31%
DILIC
248
Dai-ichi Life Insurance Company
Japan
$1.24M – – –
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$1.24M -$245 -1 -0%
EI
250
Ethic Inc
New York
$1.22M +$69K +282 +6%
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