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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
$510M
2
RC
Resolution Capital
Australia
$196M
3
American Century Companies
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$285M
5
GA
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
Macquarie Group
Australia
$14.9M
3
CIM
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIAM
351
OFI Invest Asset Management
France
$381K +$381K +1,626 New
VHAM
352
Van Hulzen Asset Management
California
$372K – – –
WHC
353
Wulff, Hansen & Co
California
$366K – – –
AIP
354
Ameritas Investment Partners
Nebraska
$366K +$171K +729 +88%
VI
355
Vestcor Inc
New Brunswick, Canada
$359K -$469 -2 -0.1%
Impax Asset Management Group
356
Impax Asset Management Group
United Kingdom
$346K -$37.7K -161 -10%
ACI
357
Alpha Cubed Investments
California
$335K +$2.81K +12 +0.8%
BCV
358
Banque Cantonale Vaudoise
Switzerland
$326K – – –
EP
359
Edgestream Partners
New Jersey
$316K +$316K +1,348 New
PPW
360
Parcion Private Wealth
Washington
$315K – – –
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$314K +$43.3K +185 +16%
SFM
362
Signet Financial Management
New Jersey
$308K -$9.14K -39 -3%
EWA
363
EP Wealth Advisors
California
$306K -$5.52M -133,444 -95%
RBFC
364
Roman Butler Fullerton & Co
Missouri
$297K +$297K +1,222 New
VU
365
Vanderbilt University
Tennessee
$290K -$72.6K -310 -20%
ECM
366
Everence Capital Management
Indiana
$290K – – –
WAM
367
WealthTrust Asset Management
Florida
$288K +$288K +1,230 New
WAM
368
Weiss Asset Management
Massachusetts
$284K +$284K +1,212 New
SWP
369
Stratos Wealth Partners
Ohio
$282K +$4.45K +19 +2%
KFC
370
Klingenstein Fields & Co
New York
$281K – – –
ACIM
371
Azimuth Capital Investment Management
Michigan
$281K – – –
PFO
372
Pathstone Family Office
New Jersey
$278K +$278K +1,176 New
AAS
373
Avantax Advisory Services
Texas
$278K -$10.1K -43 -3%
LNWWM
374
Laird Norton Wetherby Wealth Management
California
$277K +$49K +209 +22%
BCI
375
Brinker Capital Investments
Pennsylvania
$275K +$21.3K +91 +8%
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15
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