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Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
TI
351
Tidal Investments
Wisconsin
$449K 1,649 -249 -13%
JF
352
Jump Financial
Illinois
$448K 1,647 +196 +14%
EP
353
Edgestream Partners
New Jersey
$443K 1,628 +1,628 New
UCFA
354
United Capital Financial Advisors
Texas
$441K 1,620 -41 -2%
Corient Private Wealth
355
Corient Private Wealth
Florida
$441K 1,619 +149 +10%
SL
356
Summitry LLC
California
$435K 1,599 – –
CWM
357
Concentric Wealth Management
California
$434K 1,595 +15 +0.9%
VHAM
358
Van Hulzen Asset Management
California
$433K 1,590 – –
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$431K 1,582 +422 +36%
WTB
360
Washington Trust Bank
Washington
$428K 1,573 – –
WHC
361
Wulff, Hansen & Co
California
$426K 1,564 – –
Wolverine Trading
362
Wolverine Trading
Illinois
$425K 1,561 +1,561 New
DIM
363
Delta Investment Management
California
$421K 1,548 -2,126 -58%
Bank Julius Baer & Co
364
Bank Julius Baer & Co
Switzerland
$420K 1,671 -31 -2%
Two Sigma Advisers
365
Two Sigma Advisers
New York
$408K 1,500 +1,500 New
Voloridge Investment Management
366
Voloridge Investment Management
Florida
$396K 1,454 +1,454 New
IMCOOI
367
Investment Management Corp of Ontario (IMCO)
Canada
$391K 1,438 +400 +39%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$387K 1,421 +746 +111%
CAPTRUST Financial Advisors
369
CAPTRUST Financial Advisors
North Carolina
$384K 1,410 -102 -7%
CL
370
Choreo LLC
Illinois
$370K 1,357 +1,357 New
PPW
371
Parcion Private Wealth
Washington
$366K 1,343 – –
KIA
372
KCM Investment Advisors
California
$362K 1,330 -250 -16%
SG
373
Sienna Gestion
France
$355K 1,303 +145 +13%
HCA
374
Harbor Capital Advisors
Illinois
$350K 1,284 +5 +0.4%
SA
375
Sanctuary Advisors
Indiana
$348K 1,410 +1,410 New
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15
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