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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$270M
2
RC
Resolution Capital
Australia
+$33.9M
3
American Century Companies
American Century Companies
Missouri
+$26.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$25.7M
5
GA
GRS Advisors
Illinois
+$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$71.2M
2
Macquarie Group
Macquarie Group
Australia
-$34.7M
3
CIM
Centersquare Investment Management
Pennsylvania
-$34.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
376
Orion Portfolio Solutions
Nebraska
$275K +$21.3K +91 +8%
BAMF
377
BI Asset Management Fondsmaeglerselskab
Denmark
$274K +$87.9K +375 +47%
V
378
Veritable
Delaware
$274K +$6.09K +26 +2%
TCOV
379
Trust Company of Vermont
Vermont
$269K – – –
HCA
380
Harbor Capital Advisors
Illinois
$268K – – –
Corient Private Wealth
381
Corient Private Wealth
Florida
$265K -$30.2K -129 -10%
CCM
382
Coldstream Capital Management
Washington
$263K +$30.2K +129 +13%
VEA
383
Virtus ETF Advisers
New York
$259K -$70.5K -301 -21%
SSA
384
Schonfeld Strategic Advisors
New York
$258K -$27.9M -118,897 -99%
BFG
385
Bleakley Financial Group
New Jersey
$256K +$18K +77 +8%
SS
386
Simplicity Solutions
Minnesota
$250K +$11.5K +49 +5%
Lazard Asset Management
387
Lazard Asset Management
New York
$250K +$7.95K +34 +3%
NW
388
NewEdge Wealth
Pennsylvania
$243K -$1.87K -8 -0.8%
RWM
389
Revisor Wealth Management
Ohio
$242K -$5.62K -24 -2%
JIC
390
Johnson Investment Counsel
Ohio
$238K -$34.9K -149 -13%
CCA
391
Checchi Capital Advisers
California
$237K +$237K +1,013 New
Two Sigma Advisers
392
Two Sigma Advisers
New York
$234K -$2.74M -11,700 -92%
CCG
393
Cypress Capital Group
Florida
$233K – – –
HWAM
394
Hennion & Walsh Asset Management
New Jersey
$232K -$7.27K -31 -3%
T
395
TRUADVICE
Florida
$232K -$35.2K -145 -13%
PA
396
Profund Advisors
Maryland
$228K -$5.39K -23 -2%
ONB
397
Old National Bancorp
Indiana
$224K -$70.1K -299 -24%
GT
398
Greenleaf Trust
Michigan
$220K -$36.1K -154 -14%
FTDI
399
First Trust Direct Indexing
Massachusetts
$219K -$10.1K -43 -4%
LNC
400
Lincoln National Corp
Pennsylvania
$219K +$219K +935 New
14 15
16
17 18