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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.4M
5
Cohen & Steers
Cohen & Steers
New York
+$35.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$192M
2
RIM
Rush Island Management
New York
-$129M
3
PI
PGGM Investments
Netherlands
-$58.9M
4
WCP
Waterfront Capital Partners
New York
-$51.9M
5
LIMS
Lasalle Investment Management Securities
Maryland
-$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
376
Revisor Wealth Management
Ohio
$264K +$44.8K +211 +20%
LCM
377
Landscape Capital Management
New Jersey
$263K +$263K +1,242 New
BC
378
Bridgefront Capital
Texas
$259K +$259K +1,220 New
KFC
379
Klingenstein Fields & Co
New York
$255K – – –
ACIM
380
Azimuth Capital Investment Management
Michigan
$255K – – –
SFM
381
Signet Financial Management
New Jersey
$252K -$26.9K -127 -10%
EWA
382
EP Wealth Advisors
California
$252K -$1.32M -6,209 -84%
DS
383
DRW Securities
Illinois
$249K +$249K +1,174 New
PCOC
384
Power Corp of Canada
Canada
$246K -$246K -1,158 -50%
HCA
385
Harbor Capital Advisors
Illinois
$242K – – –
LNWWM
386
Laird Norton Wetherby Wealth Management
California
$241K -$9.76K -46 -4%
BCI
387
Brinker Capital Investments
Pennsylvania
$232K -$17.2K -81 -7%
OPS
388
Orion Portfolio Solutions
Nebraska
$232K -$17.2K -81 -7%
CCM
389
Coldstream Capital Management
Washington
$232K -$6.57K -31 -3%
Lazard Asset Management
390
Lazard Asset Management
New York
$226K – – –
Corient Private Wealth
391
Corient Private Wealth
Florida
$222K -$17.6K -83 -7%
MG
392
Mather Group
Illinois
$220K +$220K +1,035 New
NW
393
NewEdge Wealth
Pennsylvania
$218K -$2.12K -10 -1%
Credit Agricole
394
Credit Agricole
France
$218K +$104K +489 +91%
VAS
395
Vestmark Advisory Solutions
Massachusetts
$217K -$1.1M -5,198 -84%
TCOV
396
Trust Company of Vermont
Vermont
$217K -$26.5K -125 -11%
CCA
397
Checchi Capital Advisers
California
$212K -$2.55K -12 -1%
LNC
398
Lincoln National Corp
Pennsylvania
$211K +$13.1K +62 +7%
BFG
399
Bleakley Financial Group
New Jersey
$211K -$20.4K -96 -9%
SS
400
Simplicity Solutions
Minnesota
$211K -$15.3K -72 -7%
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16
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