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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
$1.23B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$244M
3
HRES
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$1.36B
4
American Century Companies
American Century Companies
Missouri
$112M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
326
HGI Capital Management
New York
$516K +$516K +2,109 New
HWAM
327
Hennion & Walsh Asset Management
New Jersey
$504K +$271K +1,109 +117%
IIM
328
INTECH Investment Management
Florida
$502K +$56.6K +231 +13%
PA
329
Parallel Advisors
California
$502K +$9.06K +37 +2%
NMIMC
330
Northwestern Mutual Investment Management Company
Wisconsin
$499K +$1.47K +6 +0.3%
RJFSA
331
Raymond James Financial Services Advisors
Florida
$497K -$147K -601 -23%
IAA
332
Independent Advisor Alliance
North Carolina
$492K +$11.8K +48 +2%
IMPI
333
Ilmarinen Mutual Pension Insurance
Finland
$490K – – –
Walleye Capital
334
Walleye Capital
New York
$490K +$490K +2,000 New
VFA
335
Valeo Financial Advisors
Indiana
$485K -$1.24K -5 -0.3%
GWP
336
Gen-Wealth Partners
Michigan
$474K +$474K +1,935 New
WMG
337
WESCAP Management Group
California
$466K -$84K -343 -15%
RWM
338
Ritholtz Wealth Management
New York
$465K +$34.8K +142 +8%
TI
339
Tidal Investments
Wisconsin
$465K -$417K -1,702 -47%
NG
340
Norden Group
Utah
$461K +$6.37K +26 +1%
WT
341
Whittier Trust
California
$446K -$9.55K -39 -2%
II
342
Inspire Investing
Idaho
$444K +$7.34K +30 +2%
CAN
343
Cetera Advisor Networks
California
$431K -$37.5K -153 -8%
TMAM
344
Tokio Marine Asset Management
Japan
$428K -$29.1K -119 -6%
CIA
345
Choate Investment Advisors
Massachusetts
$427K +$427K +1,742 New
Squarepoint
346
Squarepoint
New York
$426K +$490 +2 +0.1%
RIM
347
Rakuten Investment Management
Japan
$423K +$384K +1,567 +986%
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
$413K -$103K -422 -20%
Bank Julius Baer & Co
349
Bank Julius Baer & Co
Switzerland
$412K +$2.42K +10 +0.6%
UCFA
350
United Capital Financial Advisors
Texas
$407K -$105K -430 -21%
12 13
14
15 16