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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.4M
5
Cohen & Steers
Cohen & Steers
New York
+$35.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$192M
2
RIM
Rush Island Management
New York
-$129M
3
PI
PGGM Investments
Netherlands
-$58.9M
4
WCP
Waterfront Capital Partners
New York
-$51.9M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
301
Man Group
United Kingdom
$680K -$412K -1,760 Closed
MIA
302
MainStreet Investment Advisors
Illinois
$670K -$23.8K -112 -3%
JFG
303
Jefferies Financial Group
New York
$665K -$94.4K -445 -12%
MCAI
304
Members Capital Advisors Inc
Wisconsin
$662K – – –
PP
305
Prudential plc
United Kingdom
$652K -$130K -611 -17%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$645K -$848 -4 -0.1%
API
307
Advisor Partners II
California
$644K +$40.7K +192 +7%
VFA
308
Valeo Financial Advisors
Indiana
$629K +$3.61K +17 +0.6%
RCM
309
RB Capital Management
Nevada
$627K -$9.12K -43 -1%
RJFSA
310
Raymond James Financial Services Advisors
Florida
$619K -$28.4K -134 -4%
IGAM
311
iA Global Asset Management
Quebec, Canada
$610K -$47.1K -222 -7%
IAA
312
Independent Advisor Alliance
North Carolina
$610K +$17.4K +82 +3%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$603K -$15.7K -74 -3%
SPC
314
Sigma Planning Corp
Michigan
$593K -$2.97K -14 -0.5%
IF
315
IRON Financial
Illinois
$589K +$589K +2,776 New
KI
316
Kapitalo Investimentos
Brazil
$585K +$585K +2,759 New
Wealthfront Advisers
317
Wealthfront Advisers
California
$575K -$50.3K -237 -8%
UCFA
318
United Capital Financial Advisors
Texas
$564K -$103K -488 -16%
CA
319
Claro Advisors
Massachusetts
$562K +$5.09K +24 +0.9%
KIA
320
KCM Investment Advisors
California
$561K -$68.9K -325 -11%
Holocene Advisors
321
Holocene Advisors
New York
$560K -$2.38M -11,227 -81%
GIA
322
Gateway Investment Advisers
Ohio
$557K -$1.49K -7 -0.3%
APG Asset Management
323
APG Asset Management
Netherlands
$555K +$21.2K +100 +4%
IAN
324
Integrated Advisors Network
Texas
$538K +$7K +33 +1%
WMG
325
WESCAP Management Group
California
$536K – – –
11 12
13
14 15