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Essex Property Trust
ESS

Overview Fund Activity

524 hedge funds and large institutions have $12.6B invested in Essex Property Trust in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
78
Increased
198
Reduced
178
Closed
62
Calls
$10.8M
Puts
$20.6M
Net Calls
-$9.77M
Net Calls Change
-$9.07M

Top Buyers

1
PI
PGGM Investments
Netherlands
$135M
2
Millennium Management
Millennium Management
New York
$188M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$184M
4
State Street
State Street
Massachusetts
$1.25B
5
BlackRock
BlackRock
New York
$1.5B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$236M
2
RC
Resolution Capital
Australia
$60.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.75M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$306M
5
AAMU
APG Asset Management US
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
401
Dimensional Fund Advisors
Texas
$190K -$9.59K -45,266 -5%
AIP
402
Ameritas Investment Partners
Nebraska
$180K -$499K -2,300 -73%
LWP
403
Lumature Wealth Partners
Georgia
$164K -$4.66K -22 -3%
PCOC
404
Power Corp of Canada
Canada
$159K -$159K -750 -50%
AF
405
Allworth Financial
California
$153K -$511K -2,410 -77%
S
406
SignatureFD
Georgia
$139K +$54.9K +259 +65%
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$137K +$137K +645 New
WVP
408
Worth Venture Partners
New Jersey
$135K +$135K +635 New
SWA
409
Sutton Wealth Advisors
Florida
$125K -$1.27K -6 -1%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$117K -$84.2K -398 -42%
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$115K +$97.6K +459 +560%
T
412
TOBAM
France
$113K +$34.9K +165 +45%
QCG
413
Quadrant Capital Group
Ohio
$103K -$22K -104 -18%
SIM
414
Sentry Investment Management
Wisconsin
$96K +$2.77K +13 +3%
Capstone Investment Advisors
415
Capstone Investment Advisors
New York
$94.9K +$94.9K +448 New
CT
416
Cambridge Trust
Massachusetts
$92K – – –
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.1K – – –
NICM
418
Neo Ivy Capital Management
New York
$86K +$86K +408 New
HCA
419
Harbor Capital Advisors
Illinois
$80.5K +$14.4K +68 +22%
CFFP
420
Center for Financial Planning
Michigan
$74.2K – – –
GWS
421
Glassman Wealth Services
Virginia
$68.9K +$848 +4 +1%
FFA
422
Farther Finance Advisors
California
$64.8K +$64.8K +306 New
AA
423
Alta Advisers
United Kingdom
$64K – – –
Bank Julius Baer & Co
424
Bank Julius Baer & Co
Switzerland
$64K +$1.06K +5 +2%
WTC
425
WhitTier Trust Company
Nevada
$63.6K -$57.9K -273 -48%
15 16
17
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