ESS icon

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 %
WT
326
Whittier Trust
California
$509K -$152K -650 -23%
CA
327
Commerzbank Aktiengesellschaft
Germany
$507K – – –
OP
328
ORG Partners
Indiana
$501K +$501K +2,131 New
DCM
329
Dupont Capital Management
Delaware
$489K -$263K -1,122 -35%
OTL
330
Oak Thistle LLC
New York
$486K -$78K -333 -14%
BBVA
331
Banco Bilbao Vizcaya Argentaria
Spain
$480K +$18.7K +80 +4%
PA
332
Parallel Advisors
California
$479K +$111K +475 +30%
NMIMC
333
Northwestern Mutual Investment Management Company
Wisconsin
$475K -$937 -4 -0.2%
Verition Fund Management
334
Verition Fund Management
Connecticut
$469K -$477K -2,035 -50%
EGM
335
Engineers Gate Manager
New York
$463K -$134K -570 -22%
MA
336
Mutual Advisors
Nebraska
$459K +$113K +484 +33%
WTB
337
Washington Trust Bank
Washington
$454K – – –
SL
338
Summitry LLC
California
$442K +$67.7K +289 +18%
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$436K -$23K -98 -5%
RWM
340
Ritholtz Wealth Management
New York
$430K +$27.4K +117 +7%
YIH
341
Y-Intercept (HK)
Hong Kong
$429K -$630K -2,689 -59%
CWM
342
Concentric Wealth Management
California
$413K +$4.22K +18 +1%
Man Group
343
Man Group
United Kingdom
$412K +$412K +1,760 New
Cerity Partners
344
Cerity Partners
New York
$404K -$2.81K -12 -0.7%
VIM
345
Vinva Investment Management
Australia
$401K +$75.5K +324 +23%
WCM
346
Windham Capital Management
Massachusetts
$395K – – –
II
347
Inspire Investing
Idaho
$394K -$76.6K -327 -16%
MNBTD
348
Moody National Bank Trust Division
Texas
$393K – – –
CAN
349
Cetera Advisor Networks
California
$385K -$24.8K -106 -6%
TMAM
350
Tokio Marine Asset Management
Japan
$384K +$44K +188 +13%
12 13
14
15 16