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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 %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$389K +$105K +493 +37%
TMAM
352
Tokio Marine Asset Management
Japan
$385K +$37.1K +175 +11%
RWM
353
Ritholtz Wealth Management
New York
$384K -$4.88K -23 -1%
UOC
354
UBS O'Connor
Illinois
$382K -$7.36M -34,700 -95%
CWM
355
Concentric Wealth Management
California
$377K +$2.97K +14 +0.8%
II
356
Inspire Investing
Idaho
$366K +$9.54K +45 +3%
Wolverine Trading
357
Wolverine Trading
Illinois
$362K -$466K -2,197 -56%
WCM
358
Windham Capital Management
Massachusetts
$358K – – –
MNBTD
359
Moody National Bank Trust Division
Texas
$356K – – –
Nomura Holdings
360
Nomura Holdings
Japan
$354K -$818K -3,858 -70%
SL
361
Summitry LLC
California
$339K -$61.3K -289 -15%
VHAM
362
Van Hulzen Asset Management
California
$337K – – –
QT
363
Quantbot Technologies
New York
$332K +$332K +1,566 New
WHC
364
Wulff, Hansen & Co
California
$332K – – –
AIP
365
Ameritas Investment Partners
Nebraska
$331K – – –
VI
366
Vestcor Inc
New Brunswick, Canada
$317K -$8.28K -39 -3%
Impax Asset Management Group
367
Impax Asset Management Group
United Kingdom
$306K -$6.36K -30 -2%
ACI
368
Alpha Cubed Investments
California
$303K +$424 +2 +0.1%
WC
369
Wexford Capital
Florida
$296K +$296K +1,395 New
PPW
370
Parcion Private Wealth
Washington
$285K – – –
AAS
371
Avantax Advisory Services
Texas
$284K +$32.2K +152 +13%
WAM
372
WealthTrust Asset Management
Florida
$278K +$17K +80 +7%
Cerity Partners
373
Cerity Partners
New York
$268K -$97.4K -459 -27%
SWP
374
Stratos Wealth Partners
Ohio
$268K +$13.4K +63 +5%
RBFC
375
Roman Butler Fullerton & Co
Missouri
$268K – – –
13 14
15
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