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Essex Property Trust
ESS

Overview Fund Activity

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$244M
3
HRES
3
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$1.36B
4
American Century Companies
4
American Century Companies
Missouri
$112M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$284K +$45.3K +185 +19%
SG
377
Sienna Gestion
France
$283K +$283K +1,158 New
SFM
378
Signet Financial Management
New Jersey
$283K +$1.96K +8 +0.7%
Citadel Advisors
379
Citadel Advisors
Florida
$281K -$12.7K -52 -4%
Capstone Investment Advisors
380
Capstone Investment Advisors
New York
$277K +$277K +1,132 New
CCA
381
Checchi Capital Advisers
California
$275K +$34K +139 +14%
SI
382
Stephens Inc
Arkansas
$273K -$5.14K -21 -2%
HI
383
Horizon Investments
North Carolina
$263K +$31.3K +128 +14%
NW
384
NewEdge Wealth
Pennsylvania
$260K -$5K -20 -2%
Jane Street
385
Jane Street
New York
$256K -$3.64M -14,861 -93%
IMCOOI
386
Investment Management Corp of Ontario (IMCO)
Canada
$254K -$122K -500 -33%
APP
387
Avantax Planning Partners
Iowa
$251K +$19.8K +81 +9%
TCOV
388
Trust Company of Vermont
Vermont
$250K -$1.71K -7 -0.7%
SPA
389
Sherbrooke Park Advisers
New York
$246K +$246K +1,006 New
VAS
390
Vestmark Advisory Solutions
Massachusetts
$240K -$8.32K -34 -3%
PA
391
Profund Advisors
Maryland
$237K -$43.1K -176 -15%
LNC
392
Lincoln National Corp
Pennsylvania
$237K +$36K +147 +18%
MRCM
393
M&R Capital Management
New Jersey
$235K +$10.3K +42 +5%
FTDI
394
First Trust Direct Indexing
Massachusetts
$234K +$15.7K +64 +7%
VSQM
395
V-Square Quantitative Management
Illinois
$234K – – –
SW
396
SVB Wealth
Massachusetts
$229K +$16.2K +66 +8%
SC
397
Savant Capital
Illinois
$228K +$1.71K +7 +0.8%
RG
398
Renaissance Group
Kentucky
$227K +$1.47K +6 +0.7%
GT
399
Glenmede Trust
Pennsylvania
$225K +$4.9K +20 +2%
BFG
400
Bleakley Financial Group
New Jersey
$219K -$4.16K -17 -2%
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16
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