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Essex Property Trust
ESS

Overview Fund Activity

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
State Street
2
State Street
Massachusetts
$1.42B
3
RIM
3
Rush Island Management
New York
$108M
4
RC
4
Resolution Capital
Australia
$144M
5
HRES
5
Heitman Real Estate Securities
Illinois
$56.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$28.6M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$100M
5
Goldman Sachs
5
Goldman Sachs
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TSS
376
Two Sigma Securities
New York
$296K 1,416 -104 -7%
VEA
377
Virtus ETF Advisers
New York
$294K 1,407 -310 -18%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$291K 1,391 – –
VIM
379
Vinva Investment Management
Australia
$285K 1,398 +1,398 New
SFM
380
Signet Financial Management
New Jersey
$283K 1,355 +22 +2%
PPW
381
Parcion Private Wealth
Washington
$281K 1,343 – –
BL
382
Balentine LLC
Georgia
$275K 1,314 -260 -17%
EW
383
Evoke Wealth
California
$266K 1,259 -1 -0.1%
Wealthfront Advisers
384
Wealthfront Advisers
California
$265K 1,265 +1,265 New
Corient Private Wealth
385
Corient Private Wealth
Florida
$264K 1,260 +1,260 New
ONB
386
Old National Bancorp
Indiana
$263K 1,257 +29 +2%
AAS
387
Avantax Advisory Services
Texas
$257K 1,229 +1,229 New
KFC
388
Klingenstein Fields & Co
New York
$251K 1,200 -1,991 -62%
ACIM
389
Azimuth Capital Investment Management
Michigan
$251K 1,200 – –
SWP
390
Stratos Wealth Partners
Ohio
$247K 1,183 +6 +0.5%
JIC
391
Johnson Investment Counsel
Ohio
$243K 1,163 -197 -14%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$242K 1,156 -157 -12%
T
393
TRUADVICE
Florida
$241K 1,099 +1,099 New
TCOV
394
Trust Company of Vermont
Vermont
$240K 1,147 – –
V
395
Veritable
Delaware
$239K 1,142 -80 -7%
HCA
396
Harbor Capital Advisors
Illinois
$239K 1,142 +762 +201%
CC
397
Cipher Capital
New York
$233K 1,116 +1,116 New
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$230K 1,101 +180 +20%
GT
399
Greenleaf Trust
Michigan
$229K 1,094 +1,094 New
BCI
400
Brinker Capital Investments
Pennsylvania
$226K 1,083 -52 -5%
14 15
16
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