ESS icon

Essex Property Trust
ESS

Overview Fund Activity

524 hedge funds and large institutions have $12.6B invested in Essex Property Trust in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
78
Increased
198
Reduced
178
Closed
62
Calls
$10.8M
Puts
$20.6M
Net Calls
-$9.77M
Net Calls Change
-$9.07M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$130M
2
Millennium Management
Millennium Management
New York
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$74.6M
4
State Street
State Street
Massachusetts
+$68.6M
5
BlackRock
BlackRock
New York
+$54.3M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$238M
2
RC
Resolution Capital
Australia
-$160M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$134M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
5
AAMU
APG Asset Management US
New York
-$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
376
Credit Agricole
France
$282K +$102K +479 +56%
CAPTRUST Financial Advisors
377
CAPTRUST Financial Advisors
North Carolina
$278K -$10.4K -49 -4%
CA
378
Cullinan Associates
Kentucky
$278K +$278K +1,313 New
PA
379
Profund Advisors
Maryland
$276K +$6.15K +29 +2%
EW
380
Evoke Wealth
California
$270K -$254K -1,187 -49%
TMAM
381
Tokio Marine Asset Management
Japan
$267K +$54.3K +256 +25%
ONB
382
Old National Bancorp
Indiana
$260K -$5.08K -24 -2%
V
383
Veritable
Delaware
$259K +$40.5K +191 +19%
ACIM
384
Azimuth Capital Investment Management
Michigan
$254K – – –
OSAM
385
O'Shaughnessy Asset Management
Connecticut
$254K -$753K -3,555 -75%
EC
386
Elequin Capital
New York
$252K +$252K +1,191 New
SWP
387
Stratos Wealth Partners
Ohio
$249K -$2.33K -11 -0.9%
APP
388
Alpha Paradigm Partners
Illinois
$249K +$249K +1,177 New
TCOV
389
Trust Company of Vermont
Vermont
$243K – – –
BCI
390
Brinker Capital Investments
Pennsylvania
$241K -$12.7K -60 -5%
SPC
391
Sigma Planning Corp
Michigan
$237K +$237K +1,116 New
QT
392
Quantamental Technologies
New York
$225K -$704K -3,322 -76%
SFG
393
Sovereign Financial Group
Connecticut
$221K +$2.54K +12 +1%
APIM
394
Agate Pass Investment Management
Washington
$219K +$219K +4,278 New
NW
395
NewEdge Wealth
Pennsylvania
$213K +$636 +3 +0.3%
FTDI
396
First Trust Direct Indexing
Massachusetts
$212K +$212K +1,000 New
LNWWM
397
Laird Norton Wetherby Wealth Management
California
$211K +$211K +995 New
CCG
398
Cypress Capital Group
Florida
$208K -$4.87K -23 -2%
BF
399
BOK Financial
Oklahoma
$203K +$203K +958 New
Rockefeller Capital Management
400
Rockefeller Capital Management
New York
$195K -$30.1K -142 -13%
14 15
16
17 18