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Essex Property Trust
ESS

Overview Fund Activity

620 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
8.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
86
Increased
227
Reduced
206
Closed
57
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$116M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$63.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$57.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$52.6M
5
BlackRock
BlackRock
New York
+$47M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$120M
2
Bank of America
Bank of America
North Carolina
-$87.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.4M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$42.3M
5
RC
Resolution Capital
Australia
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
401
GAMMA Investing
California
$359K +$46.2K +162 +15%
YIM
402
Yoffe Investment Management
Pennsylvania
$358K +$358K +1,255 New
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
$355K +$90.5K +317 +34%
AWA
404
Aaron Wealth Advisors
Illinois
$353K +$48K +168 +16%
ACI
405
Alpha Cubed Investments
California
$351K – – –
EWA
406
EP Wealth Advisors
California
$351K -$285 -1 -0.1%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$348K +$6.85K +24 +2%
ACIM
408
Azimuth Capital Investment Management
Michigan
$343K – – –
NG
409
Norden Group
Utah
$342K +$285 +1 +0.1%
CCA
410
Checchi Capital Advisers
California
$341K – – –
EF
411
Empowered Funds
Pennsylvania
$338K +$10.8K +38 +3%
PAS
412
Park Avenue Securities
New York
$335K +$52.8K +185 +19%
GFM
413
GF Fund Management
China
$333K +$333K +1,167 New
1C
414
111 Capital
France
$333K +$333K +1,166 New
TPA
415
Trivium Point Advisory
Connecticut
$319K +$5.71K +20 +2%
SW
416
SVB Wealth
Massachusetts
$315K +$315K +1,102 New
A
417
Allianz
Germany
$306K +$306K +1,072 New
FC
418
Farringdon Capital
United Kingdom
$303K +$303K +1,060 New
LS
419
Livforsakringsbolaget Skandia
Sweden
$302K – – –
SC
420
Savant Capital
Illinois
$299K +$31.7K +111 +12%
IIM
421
INTECH Investment Management
Florida
$297K +$297K +1,040 New
PA
422
Profund Advisors
Maryland
$294K -$219K -768 -43%
Man Group
423
Man Group
United Kingdom
$293K +$51.4K +180 +21%
Connor, Clark & Lunn Investment Management (CC&L)
424
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$292K -$829K -2,905 -74%
GT
425
Glenmede Trust
Pennsylvania
$290K +$16.6K +58 +6%
15 16
17
18 19