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Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
276
Acadian Asset Management
Massachusetts
$1.11M 4,097 +4,097 New
CS
277
Candriam SCA
Luxembourg
$1.11M 4,082 – –
TIA
278
Tiemann Investment Advisors
California
$1.11M 4,069 +50 +1%
OCM
279
Osterweis Capital Management
California
$1.1M 4,055 – –
OAM
280
Ostrum Asset Management
France
$1.09M 4,005 -312 -7%
KAS
281
Kestra Advisory Services
Texas
$1.06M 3,851 -132 -3%
FRM
282
Fox Run Management
Connecticut
$1.04M 3,831 +3,831 New
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$1.03M 3,802 -8 -0.2%
PAM
284
Paradigm Asset Management
New York
$1.01M 3,700 +3,700 New
SAM
285
Securian Asset Management
Minnesota
$1M 3,682 -100 -3%
ATPW
286
Ashton Thomas Private Wealth
Arizona
$992K 3,643 -310 -8%
LSERS
287
Louisiana State Employees Retirement System
Louisiana
$980K 3,600 -100 -3%
VU
288
Vanderbilt University
Tennessee
$977K 3,590 -498 -12%
Verition Fund Management
289
Verition Fund Management
Connecticut
$977K 3,589 +729 +25%
AI
290
Atria Investments
North Carolina
$967K 3,553 +3,553 New
OTL
291
Oak Thistle LLC
New York
$967K 3,551 +3,551 New
KPWS
292
Kestra Private Wealth Services
Texas
$957K 3,484 -56 -2%
DZ Bank
293
DZ Bank
Germany
$937K 3,442 -3,299 -49%
Allspring Global Investments
294
Allspring Global Investments
North Carolina
$890K 3,270 -656 -17%
HWAM
295
Hennion & Walsh Asset Management
New Jersey
$883K 3,244 +1,184 +57%
HGWM
296
Horst & Graben Wealth Management
Oregon
$876K 3,220 – –
NMERB
297
New Mexico Educational Retirement Board
New Mexico
$871K 3,200 – –
PAM
298
Panagora Asset Management
Massachusetts
$870K 3,196 +254 +9%
BFM
299
Boothbay Fund Management
New York
$860K 3,159 -2,173 -41%
JFG
300
Jefferies Financial Group
New York
$836K 3,071 -35 -1%
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