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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 %
DEA
251
DoubleLine ETF Adviser
Florida
$1.2M +$110K +448 +10%
KRS
252
Kentucky Retirement Systems
Kentucky
$1.19M -$63.4K -259 -5%
BFA
253
BBJS Financial Advisors
Washington
$1.18M +$308K +1,257 +35%
MSRPS
254
Maryland State Retirement & Pension System
Maryland
$1.16M – – –
SGA
255
Strategic Global Advisors
California
$1.14M -$32.3K -132 -3%
MLICM
256
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M -$1.47K -6 -0.1%
CIC
257
Crawford Investment Counsel
Georgia
$1.12M -$1.96K -8 -0.2%
IWC
258
Integrated Wealth Concepts
Massachusetts
$1.11M +$15.4K +63 +1%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$1.08M -$29.6K -121 -3%
Nordea Investment Management
260
Nordea Investment Management
Sweden
$1.07M +$65K +266 +6%
FFP
261
FourThought Financial Partners
Florida
$1.06M -$15.7K -64 -1%
OAM
262
Ostrum Asset Management
France
$1.06M – – –
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$1.05M +$28.4K +116 +3%
LI
264
LMCG Investments
Massachusetts
$1.05M -$423K -1,727 -29%
BMSSC
265
B. Metzler seel. Sohn & Co
Germany
$1.03M – – –
NW
266
Naviter Wealth
Arkansas
$1.03M +$112K +452 +12%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$41.4K -169 -4%
VPIM
268
Vanguard Personalized Indexing Management
California
$1.01M +$196K +802 +24%
US Bancorp
269
US Bancorp
Minnesota
$1.01M -$107K -437 -10%
VU
270
Vanderbilt University
Tennessee
$1M +$660K +2,695 +193%
CS
271
Candriam SCA
Luxembourg
$999K +$83.5K +341 +9%
OCM
272
Osterweis Capital Management
California
$993K – – –
KAS
273
Kestra Advisory Services
Texas
$985K +$985K +3,983 New
TIA
274
Tiemann Investment Advisors
California
$984K – – –
ATPW
275
Ashton Thomas Private Wealth
Arizona
$968K +$968K +3,953 New
9 10
11
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