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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 %
APP
401
Avantax Planning Partners
Iowa
$266K 977 -48 -5%
II
402
Inspire Investing
Idaho
$266K 976 -836 -46%
RG
403
Renaissance Group
Kentucky
$261K 958 +31 +3%
PA
404
Pinnacle Associates
New York
$260K 955 +955 New
VAS
405
Vestmark Advisory Solutions
Massachusetts
$259K 952 -28 -3%
SC
406
Savant Capital
Illinois
$258K 946 +13 +1%
GT
407
Glenmede Trust
Pennsylvania
$257K 944 +25 +3%
SPA
408
Sherbrooke Park Advisers
New York
$256K 942 -64 -6%
Nomura Holdings
409
Nomura Holdings
Japan
$253K 930 +930 New
CWI
410
Conscious Wealth Investments
Florida
$253K 869 – –
CCM
411
Coldstream Capital Management
Washington
$253K 929 +46 +5%
TPA
412
Trivium Point Advisory
Connecticut
$250K 920 +920 New
WS
413
Wedbush Securities
California
$248K 910 +87 +11%
GI
414
GAMMA Investing
California
$247K 907 +316 +53%
CRWM
415
Castle Rock Wealth Management
California
$246K 901 +901 New
NIM
416
NEOS Investment Management
Connecticut
$243K 894 – –
GT
417
Greenleaf Trust
Michigan
$243K 891 +50 +6%
QL
418
Quarry LP
New York
$240K 880 +818 +1,319%
BFG
419
Bleakley Financial Group
New Jersey
$239K 879 -15 -2%
SW
420
Simplicity Wealth
New Jersey
$239K 879 -15 -2%
PWMAG
421
Pinnacle Wealth Management Advisory Group
New Jersey
$239K 877 +877 New
SOW
422
State of Wyoming
Wyoming
$235K 864 +730 +545%
SFG
423
Sovereign Financial Group
Connecticut
$232K 851 +4 +0.5%
BCM
424
Bayesian Capital Management
New York
$232K 851 +851 New
FFP
425
FourThought Financial Partners
Florida
$232K 851 -3,468 -80%
15 16
17
18 19