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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$270M
2
RC
Resolution Capital
Australia
+$33.9M
3
American Century Companies
American Century Companies
Missouri
+$26.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$25.7M
5
GA
GRS Advisors
Illinois
+$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$71.2M
2
Macquarie Group
Macquarie Group
Australia
-$34.7M
3
CIM
Centersquare Investment Management
Pennsylvania
-$34.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
301
RB Capital Management
Nevada
$703K -$937 -4 -0.1%
KIA
302
KCM Investment Advisors
California
$696K -$23.4K -100 -3%
Wealthfront Advisers
303
Wealthfront Advisers
California
$691K +$395K +1,685 +133%
VFA
304
Valeo Financial Advisors
Indiana
$690K – – –
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$683K -$36.3K -155 -5%
API
306
Advisor Partners II
California
$666K +$77.3K +330 +13%
SPC
307
Sigma Planning Corp
Michigan
$658K +$2.11K +9 +0.3%
IAA
308
Independent Advisor Alliance
North Carolina
$654K -$30K -128 -4%
GIA
309
Gateway Investment Advisers
Ohio
$617K -$7.73K -33 -1%
PAM
310
Panagora Asset Management
Massachusetts
$616K -$278K -1,187 -31%
CA
311
Claro Advisors
Massachusetts
$616K +$6.56K +28 +1%
CA
312
Cetera Advisors
Colorado
$595K -$1.41K -6 -0.2%
WMG
313
WESCAP Management Group
California
$592K -$73.1K -312 -11%
TI
314
Tidal Investments
Wisconsin
$590K -$6.56K -28 -1%
IAN
315
Integrated Advisors Network
Texas
$587K +$587K +2,506 New
DGAM
316
Desjardins Global Asset Management
Quebec, Canada
$584K +$115K +490 +24%
Squarepoint
317
Squarepoint
New York
$576K -$2.68M -11,420 -82%
IC
318
IEQ Capital
California
$576K -$126K -536 -18%
CGH
319
Crossmark Global Holdings
Texas
$557K -$79.8K -336 -13%
Los Angeles Capital Management
320
Los Angeles Capital Management
California
$556K -$755K -3,223 -58%
PCOC
321
Power Corp of Canada
Canada
$543K +$367K +1,566 +209%
APG Asset Management
322
APG Asset Management
Netherlands
$540K -$21.5K -100 -4%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$540K +$1.17K +5 +0.2%
AIMCA
324
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$539K – – –
MML Investors Services
325
MML Investors Services
Massachusetts
$526K +$106K +452 +25%
11 12
13
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