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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 %
Teacher Retirement System of Texas
351
Teacher Retirement System of Texas
Texas
$400K -$7.4M -30,205 -95%
GXJ
352
Global X Japan
Japan
$395K – – –
SL
353
Summitry LLC
California
$391K – – –
VHAM
354
Van Hulzen Asset Management
California
$389K – – –
CWM
355
Concentric Wealth Management
California
$387K -$52.6K -215 -12%
KIA
356
KCM Investment Advisors
California
$387K -$224K -915 -37%
WTB
357
Washington Trust Bank
Washington
$385K – – –
WHC
358
Wulff, Hansen & Co
California
$383K – – –
CAPTRUST Financial Advisors
359
CAPTRUST Financial Advisors
North Carolina
$370K +$1.71K +7 +0.5%
Corient Private Wealth
360
Corient Private Wealth
Florida
$360K +$105K +427 +41%
JF
361
Jump Financial
Illinois
$355K +$355K +1,451 New
PPW
362
Parcion Private Wealth
Washington
$329K – – –
PAS
363
Park Avenue Securities
New York
$324K +$116K +474 +56%
DPAM
364
Degroof Petercam Asset Management
Belgium
$318K – – –
HCA
365
Harbor Capital Advisors
Illinois
$313K +$33K +135 +12%
CAMG
366
CWA Asset Management Group
Florida
$312K +$63.7K +260 +26%
D.E. Shaw & Co
367
D.E. Shaw & Co
New York
$306K -$86.2K -352 -22%
ACI
368
Alpha Cubed Investments
California
$301K -$49.9K -204 -14%
EWA
369
EP Wealth Advisors
California
$301K +$10.8K +44 +4%
VI
370
Vestcor Inc
New Brunswick, Canada
$297K -$886K -3,619 -75%
SWP
371
Stratos Wealth Partners
Ohio
$296K -$5.39K -22 -2%
ACIM
372
Azimuth Capital Investment Management
Michigan
$294K – – –
RBFC
373
Roman Butler Fullerton & Co
Missouri
$293K – – –
GWMR
374
GC Wealth Management RIA
Massachusetts
$291K +$65.9K +269 +29%
AAS
375
Avantax Advisory Services
Texas
$285K -$20.1K -82 -7%
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