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Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC World Market
376
CIBC World Market
Ontario, Canada
$348K 1,280 +1,280 New
IIM
377
INTECH Investment Management
Florida
$340K 1,250 -802 -39%
Teacher Retirement System of Texas
378
Teacher Retirement System of Texas
Texas
$340K 1,248 -384 -24%
SWP
379
Stratos Wealth Partners
Ohio
$335K 1,230 +22 +2%
ACI
380
Alpha Cubed Investments
California
$335K 1,229 – –
EWA
381
EP Wealth Advisors
California
$334K 1,228 – –
CCA
382
Checchi Capital Advisers
California
$327K 1,201 +79 +7%
ACIM
383
Azimuth Capital Investment Management
Michigan
$327K 1,200 – –
RWM
384
Revisor Wealth Management
Ohio
$317K 1,164 -1,104 -49%
NG
385
Norden Group
Utah
$311K 1,143 -738 -39%
FTDI
386
First Trust Direct Indexing
Massachusetts
$310K 1,139 +183 +19%
SFM
387
Signet Financial Management
New Jersey
$309K 1,135 -19 -2%
PAS
388
Park Avenue Securities
New York
$298K 1,097 -228 -17%
I
389
InceptionR
California
$298K 1,094 +1,094 New
SP
390
Systematic Portfolios
New York
$296K 1,088 +1,088 New
Walleye Capital
391
Walleye Capital
New York
$294K 1,080 -920 -46%
HI
392
Horizon Investments
North Carolina
$292K 1,073 -2 -0.2%
SI
393
Stephens Inc
Arkansas
$287K 1,054 -61 -5%
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
$284K 1,043 -89 -8%
ACM
395
AlphaStar Capital Management
North Carolina
$283K 1,038 +1,038 New
TCOV
396
Trust Company of Vermont
Vermont
$278K 1,022 – –
MRCM
397
M&R Capital Management
New Jersey
$276K 1,014 +52 +5%
RBFC
398
Roman Butler Fullerton & Co
Missouri
$271K 982 -240 -20%
PA
399
Profund Advisors
Maryland
$271K 995 +26 +3%
NW
400
NewEdge Wealth
Pennsylvania
$266K 977 -65 -6%
14 15
16
17 18