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Essex Property Trust
ESS

Overview Fund Activity

599 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 216 increasing their positions, 208 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+25
Holders Change %
+4.36%
% of All Funds
8.67%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
216
Reduced
208
Closed
48
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$213M
2
Citadel Advisors
2
Citadel Advisors
Florida
$131M
3
BlackRock
3
BlackRock
New York
$2.02B
4
Bank of America
4
Bank of America
North Carolina
$144M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$131M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.16B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$152M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$202M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$421M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
351
Panagora Asset Management
Massachusetts
$614K -$330K -1,118 -35%
OWP
352
ORG Wealth Partners
Texas
$606K +$606K +2,050 New
TMAM
353
Tokio Marine Asset Management
Japan
$604K +$24.2K +82 +4%
NMIMC
354
Northwestern Mutual Investment Management Company
Wisconsin
$601K -$2.95K -10 -0.5%
IMPI
355
Ilmarinen Mutual Pension Insurance
Finland
$591K – – –
VFA
356
Valeo Financial Advisors
Indiana
$576K -$1.18K -4 -0.2%
WIA
357
World Investment Advisors
California
$575K +$575K +1,948 New
IAA
358
Independent Advisor Alliance
North Carolina
$569K -$20.1K -68 -3%
KRSITF
359
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$562K -$50.2K -170 -8%
GWP
360
Gen-Wealth Partners
Michigan
$561K -$63.8K -217 -10%
FTDI
361
First Trust Direct Indexing
Massachusetts
$553K +$217K +734 +64%
RJFSA
362
Raymond James Financial Services Advisors
Florida
$547K +$5.61K +19 +1%
QC
363
Quadrature Capital
United Kingdom
$541K +$541K +1,832 New
GS
364
GTS Securities
New York
$541K +$541K +1,830 New
RWM
365
Ritholtz Wealth Management
New York
$540K -$23.3K -79 -4%
PA
366
Profund Advisors
Maryland
$531K +$238K +804 +81%
SRL
367
Scientech Research LLC
New Jersey
$514K -$155K -524 -23%
UCFA
368
United Capital Financial Advisors
Texas
$511K +$32.8K +111 +7%
WT
369
Whittier Trust
California
$505K -$7.98K -27 -2%
Bank Julius Baer & Co
370
Bank Julius Baer & Co
Switzerland
$503K -$4.86K -16 -1%
Two Sigma Advisers
371
Two Sigma Advisers
New York
$502K +$59.1K +200 +13%
PIM
372
Plato Investment Management
Australia
$494K – – –
BFM
373
Boothbay Fund Management
New York
$490K -$443K -1,501 -48%
CIM
374
Contravisory Investment Management
Massachusetts
$488K +$488K +1,653 New
SCI
375
Stableford Capital II
Arizona
$486K +$486K +1,686 New
13 14
15
16 17