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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$1.36B
4
American Century Companies
American Century Companies
Missouri
$112M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
401
Simplicity Wealth
New Jersey
$219K +$219K +894 New
NIM
402
NEOS Investment Management
Connecticut
$219K -$3.43K -14 -2%
CCM
403
Coldstream Capital Management
Washington
$216K -$3.18K -13 -1%
KHCM
404
Kirtland Hills Capital Management
Ohio
$213K +$213K +835 New
CCG
405
Cypress Capital Group
Florida
$211K -$29.4K -120 -12%
CF
406
Copperwynd Financial
Arizona
$211K +$211K +861 New
IIC
407
Ironwood Investment Counsel
Arizona
$208K – – –
SFG
408
Sovereign Financial Group
Connecticut
$207K +$1.22K +5 +0.6%
MCM
409
MAI Capital Management
Ohio
$206K +$206K +841 New
BCI
410
Brinker Capital Investments
Pennsylvania
$206K -$39.7K -162 -16%
OPS
411
Orion Portfolio Solutions
Nebraska
$206K -$39.7K -162 -16%
GT
412
Greenleaf Trust
Michigan
$206K +$206K +841 New
WA
413
WESPAC Advisors
California
$206K +$206K +840 New
CWI
414
Conscious Wealth Investments
Florida
$202K – – –
TPWA
415
TRUE Private Wealth Advisors
Oregon
$201K -$245 -1 -0.1%
EF
416
Empowered Funds
Pennsylvania
$201K +$201K +822 New
WS
417
Wedbush Securities
California
$201K +$201K +823 New
CSC
418
Caldwell Sutter Capital
California
$187K +$5.14K +21 +3%
Federated Hermes
419
Federated Hermes
Pennsylvania
$181K +$50.4K +206 +39%
AF
420
Allworth Financial
California
$175K +$7.1K +29 +4%
MG
421
Mather Group
Illinois
$173K +$173K +697 New
CI Investments Inc
422
CI Investments Inc
Ontario, Canada
$170K +$28.5K +116 +20%
AIP
423
Ameritas Investment Partners
Nebraska
$170K -$16.4K -67 -9%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$166K +$123K +502 +290%
FFA
425
Farther Finance Advisors
California
$149K -$6.95K -29 -4%
15 16
17
18 19