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Essex Property Trust
ESS

Overview Fund Activity

599 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 216 increasing their positions, 208 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+25
Holders Change %
+4.36%
% of All Funds
8.67%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
216
Reduced
208
Closed
48
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$213M
2
Citadel Advisors
2
Citadel Advisors
Florida
$131M
3
BlackRock
3
BlackRock
New York
$2.02B
4
Bank of America
4
Bank of America
North Carolina
$144M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$131M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.16B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$152M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$202M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$421M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
401
Trivium Point Advisory
Connecticut
$338K +$55K +179 +19%
RWM
402
Revisor Wealth Management
Ohio
$325K -$19.2K -65 -6%
GI
403
GAMMA Investing
California
$324K +$56.1K +190 +21%
MPM
404
MBB Public Markets
Illinois
$319K -$1.01M -3,430 -76%
CCM
405
Coldstream Capital Management
Washington
$319K +$43.1K +145 +16%
AWA
406
Aaron Wealth Advisors
Illinois
$316K +$316K +1,068 New
LS
407
Livforsakringsbolaget Skandia
Sweden
$314K +$238K +800 +311%
MRCM
408
M&R Capital Management
New Jersey
$303K +$3.25K +11 +1%
WMG
409
WESCAP Management Group
California
$300K -$263K -891 -47%
APP
410
Avantax Planning Partners
Iowa
$300K +$10.9K +37 +4%
SI
411
Stephens Inc
Arkansas
$295K -$16.8K -57 -5%
PAS
412
Park Avenue Securities
New York
$292K -$32.2K -109 -10%
NW
413
NewEdge Wealth
Pennsylvania
$291K +$2.07K +7 +0.7%
DIM
414
Delta Investment Management
California
$290K -$168K -568 -37%
RBFC
415
Roman Butler Fullerton & Co
Missouri
$287K – – –
TCOV
416
Trust Company of Vermont
Vermont
$287K -$14.8K -50 -5%
II
417
Inspire Investing
Idaho
$285K -$3.25K -11 -1%
SPA
418
Sherbrooke Park Advisers
New York
$285K +$6.8K +23 +2%
GT
419
Glenmede Trust
Pennsylvania
$283K +$4.43K +15 +2%
RG
420
Renaissance Group
Kentucky
$283K – – –
VAS
421
Vestmark Advisory Solutions
Massachusetts
$281K – – –
SC
422
Savant Capital
Illinois
$277K -$2.36K -8 -0.8%
BFG
423
Bleakley Financial Group
New Jersey
$277K +$16.8K +57 +6%
PP
424
Paloma Partners
Connecticut
$275K +$275K +930 New
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$274K -$34K -115 -11%
15 16
17
18 19