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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
+$477M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$113M
3
HRES
Heitman Real Estate Securities
Illinois
+$62.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$46.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$36M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
2
Morgan Stanley
Morgan Stanley
New York
-$197M
3
State Street
State Street
Massachusetts
-$82.6M
4
American Century Companies
American Century Companies
Missouri
-$80.3M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
276
Allspring Global Investments
North Carolina
$961K +$113K +461 +13%
Credit Agricole
277
Credit Agricole
France
$948K +$440K +1,879 +86%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$933K +$165K +674 +21%
FC
279
FORA Capital
Florida
$929K -$1.4M -5,736 -60%
SAM
280
Securian Asset Management
Minnesota
$926K -$65.9K -269 -7%
GM
281
GeoWealth Management
Illinois
$919K +$919K +3,753 New
LSERS
282
Louisiana State Employees Retirement System
Louisiana
$906K -$49K -200 -5%
DIM
283
Delta Investment Management
California
$899K -$15.2K -62 -2%
Wealthfront Advisers
284
Wealthfront Advisers
California
$881K +$102K +417 +13%
KPWS
285
Kestra Private Wealth Services
Texas
$875K +$71.7K +290 +9%
WAM
286
WealthTrust Asset Management
Florida
$820K +$193K +790 +31%
TC
287
TownSquare Capital
Utah
$815K +$51.2K +209 +7%
MML Investors Services
288
MML Investors Services
Massachusetts
$801K +$139K +568 +21%
HGWM
289
Horst & Graben Wealth Management
Oregon
$788K – – –
NMERB
290
New Mexico Educational Retirement Board
New Mexico
$783K -$24.5K -100 -3%
LMIM
291
Lockheed Martin Investment Management
Maryland
$770K -$240K -1,000 -24%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$761K +$761K +3,108 New
JFG
293
Jefferies Financial Group
New York
$760K -$7.1K -29 -0.9%
PI
294
PEAK6 Investments
Illinois
$731K -$35.7K -146 -5%
A
295
Allianz
Germany
$723K +$723K +2,954 New
PAM
296
Panagora Asset Management
Massachusetts
$720K – – –
SPC
297
Sigma Planning Corp
Michigan
$706K +$425K +1,737 +152%
Simplex Trading
298
Simplex Trading
Illinois
$705K +$705K +2,882 New
Cerity Partners
299
Cerity Partners
New York
$704K +$307K +1,254 +77%
IF
300
IRON Financial
Illinois
$703K +$28.9K +118 +4%
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