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Essex Property Trust
ESS

Overview Fund Activity

543 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+24
Holders Change %
+4.62%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
176
Reduced
214
Closed
49
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$762M
2
Morgan Stanley
Morgan Stanley
New York
$373M
3
Deutsche Bank
Deutsche Bank
Germany
$179M
4
Norges Bank
Norges Bank
Norway
$675M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$133M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$298K
2
LIMS
Lasalle Investment Management Securities
Maryland
$8.53M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$527M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$58.9M
5
Northern Trust
Northern Trust
Illinois
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
401
Renaissance Group
Kentucky
$229K +$229K +921 New
MRCM
402
M&R Capital Management
New Jersey
$228K +$20.6K +83 +10%
GWMR
403
GC Wealth Management RIA
Massachusetts
$228K +$228K +919 New
SS
404
Simplicity Solutions
Minnesota
$226K -$20.8K -84 -8%
BFG
405
Bleakley Financial Group
New Jersey
$226K -$20.8K -84 -8%
NIM
406
NEOS Investment Management
Connecticut
$225K +$225K +908 New
GT
407
Glenmede Trust
Pennsylvania
$223K +$223K +899 New
CCM
408
Coldstream Capital Management
Washington
$222K -$48.8K -197 -18%
FTDI
409
First Trust Direct Indexing
Massachusetts
$221K -$13.6K -55 -6%
AAM
410
Advisors Asset Management
Colorado
$216K -$25.5K -103 -11%
SW
411
SVB Wealth
Massachusetts
$216K +$216K +871 New
PAS
412
Park Avenue Securities
New York
$211K +$211K +851 New
IIC
413
Ironwood Investment Counsel
Arizona
$211K +$211K +850 New
SFG
414
Sovereign Financial Group
Connecticut
$209K +$209K +842 New
CAS
415
Coppell Advisory Solutions
Texas
$205K +$205K +825 New
TPWA
416
TRUE Private Wealth Advisors
Oregon
$204K +$204K +824 New
CWI
417
Conscious Wealth Investments
Florida
$203K +$203K +869 New
LNC
418
Lincoln National Corp
Pennsylvania
$203K -$43.9K -177 -18%
AIP
419
Ameritas Investment Partners
Nebraska
$189K -$198K -800 -51%
CSC
420
Caldwell Sutter Capital
California
$184K +$4.71K +19 +3%
AF
421
Allworth Financial
California
$170K -$6.44K -26 -4%
HWA
422
Heritage Wealth Advisors
Virginia
$166K +$166K +668 New
FFA
423
Farther Finance Advisors
California
$161K +$61.2K +247 +61%
CI Investments Inc
424
CI Investments Inc
Ontario, Canada
$143K +$3.97K +16 +3%
DGAM
425
Desjardins Global Asset Management
Quebec, Canada
$142K +$26.8K +108 +23%
15 16
17
18 19