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Essex Property Trust
ESS

Overview Fund Activity

557 hedge funds and large institutions have $21.5B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
194
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
2
State Street
State Street
Massachusetts
+$110M
3
Boston Partners
Boston Partners
Massachusetts
+$89.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$74M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$144M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$95.3M
3
BlackRock
BlackRock
New York
-$82.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$48.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
401
Intersect Capital
California
$307K -$14.1K -41 -4%
IIC
402
Ironwood Investment Counsel
Arizona
$302K – – –
HPWM
403
Highland Private Wealth Management
Washington
$301K +$2.07K +6 +0.7%
AIP
404
Ameritas Investment Partners
Nebraska
$287K -$23.1K -67 -7%
CCM
405
Covington Capital Management
California
$285K – – –
PAS
406
Park Avenue Securities
New York
$285K +$7.95K +23 +3%
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$283K +$74.1K +215 +35%
AWS
408
Atria Wealth Solutions
New York
$276K +$276K +793 New
CCM
409
Coldstream Capital Management
Washington
$273K -$10.7K -31 -4%
FWCM
410
Ferguson Wellman Capital Management
Oregon
$271K -$15.5K -45 -5%
SCA
411
Snowden Capital Advisors
New York
$271K +$268K +776 +7,760%
TPWA
412
TRUE Private Wealth Advisors
Oregon
$264K – – –
JF
413
Jump Financial
Illinois
$259K +$259K +747 New
HT
414
HighTower Trust
Texas
$256K +$13.8K +40 +6%
FRM
415
Fox Run Management
Connecticut
$255K +$255K +738 New
BF
416
BOK Financial
Oklahoma
$251K -$1.04K -3 -0.4%
AIS
417
American Investment Services
Massachusetts
$248K -$19.7K -57 -7%
MA
418
Mutual Advisors
Nebraska
$248K – – –
SCM
419
Schnieders Capital Management
California
$248K – – –
LNC
420
Lincoln National Corp
Pennsylvania
$248K +$248K +718 New
GT
421
Greenleaf Trust
Michigan
$247K +$2.08K +6 +0.8%
LWP
422
Lumature Wealth Partners
Georgia
$240K +$240K +695 New
LWM
423
Liberty Wealth Management
California
$235K – – –
MC
424
Moors & Cabot
Massachusetts
$233K -$1.04K -3 -0.4%
LWAM
425
Legacy Wealth Asset Management
Minnesota
$233K +$13.1K +38 +6%
15 16
17
18 19