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Essex Property Trust
ESS

Overview Fund Activity

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
State Street
2
State Street
Massachusetts
$1.42B
3
RIM
3
Rush Island Management
New York
$108M
4
RC
4
Resolution Capital
Australia
$144M
5
HRES
5
Heitman Real Estate Securities
Illinois
$56.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$28.6M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$100M
5
Goldman Sachs
5
Goldman Sachs
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
351
XTX Topco
Cayman Islands
$401K 1,916 +1,916 New
JFG
352
Jefferies Financial Group
New York
$378K 1,806 -3,577 -66%
MML Investors Services
353
MML Investors Services
Massachusetts
$374K 1,791 +399 +29%
BC
354
Bridgefront Capital
Texas
$367K 1,756 +1,756 New
CAN
355
Cetera Advisor Networks
California
$366K 1,749 +66 +4%
CWM
356
Concentric Wealth Management
California
$365K 1,746 +15 +0.9%
RWM
357
Ritholtz Wealth Management
New York
$359K 1,718 +1,718 New
WCM
358
Windham Capital Management
Massachusetts
$353K 1,688 +54 +3%
MNBTD
359
Moody National Bank Trust Division
Texas
$351K 1,679 – –
BFM
360
Boothbay Fund Management
New York
$350K 1,673 +1,673 New
Impax Asset Management Group
361
Impax Asset Management Group
United Kingdom
$342K 1,636 -63 -4%
SL
362
Summitry LLC
California
$334K 1,599 -473 -23%
VHAM
363
Van Hulzen Asset Management
California
$332K 1,590 – –
MFS
364
Mirabella Financial Services
United Kingdom
$329K 1,571 -7,441 -83%
PA
365
Parallel Advisors
California
$328K 1,568 +23 +1%
WHC
366
Wulff, Hansen & Co
California
$327K 1,564 – –
VU
367
Vanderbilt University
Tennessee
$324K 1,548 +1,548 New
VI
368
Vestcor Inc
New Brunswick, Canada
$321K 1,534 -11 -0.7%
AAM
369
Advisors Asset Management
Colorado
$317K 1,517 -176 -10%
MA
370
Mutual Advisors
Nebraska
$308K 1,475 +1,475 New
M
371
Mirova
France
$307K 1,468 -994 -40%
FAT
372
First American Trust
California
$307K 1,470 -21,384 -94%
TMAM
373
Tokio Marine Asset Management
Japan
$304K 1,452 +191 +15%
TC
374
TwinBeech Capital
New York
$302K 1,446 +1,446 New
ACI
375
Alpha Cubed Investments
California
$296K 1,417 +2 +0.1%
13 14
15
16 17