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Essex Property Trust
ESS

Overview Fund Activity

557 hedge funds and large institutions have $21.5B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
194
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
2
State Street
State Street
Massachusetts
+$110M
3
Boston Partners
Boston Partners
Massachusetts
+$89.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$74M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$144M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$95.3M
3
BlackRock
BlackRock
New York
-$82.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$48.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
426
Quadrant Capital Group
Ohio
$231K -$4.14K -12 -2%
SFI
427
Siemens Fonds Invest
Germany
$229K – – –
CP
428
Covenant Partners
Tennessee
$228K -$32.8K -95 -13%
TMAM
429
Tokio Marine Asset Management
Japan
$226K +$29.7K +86 +15%
KeyBank National Association
430
KeyBank National Association
Ohio
$221K +$8.62K +25 +4%
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$219K +$15.5K +45 +8%
CCP
432
Corient Capital Partners
California
$219K +$17.6K +51 +9%
QT
433
Quantbot Technologies
New York
$213K -$548K -1,591 -72%
PAA
434
Peregrine Asset Advisers
Oregon
$213K – – –
BMC
435
Beaton Management Company
Massachusetts
$213K – – –
SAM
436
Silvercrest Asset Management
New York
$211K -$1.53M -4,427 -88%
ECM
437
Element Capital Management
New York
$211K +$211K +610 New
CWM
438
C2C Wealth Management
Arizona
$208K – – –
Cetera Investment Advisers
439
Cetera Investment Advisers
Illinois
$207K +$7.94K +23 +4%
FTDI
440
First Trust Direct Indexing
Massachusetts
$206K +$206K +595 New
FRA
441
Frank Rimerman Advisors
California
$205K – – –
HFG
442
Heron Financial Group
New York
$205K +$205K +594 New
DIP
443
DT Investment Partners
Pennsylvania
$205K +$205K +594 New
SWA
444
Sutton Wealth Advisors
Florida
$204K +$691 +2 +0.3%
MWM
445
Minot Wealth Management
Massachusetts
$203K -$345 -1 -0.2%
MC
446
Machina Capital
France
$203K +$203K +589 New
WTC
447
WhitTier Trust Company
Nevada
$198K – – –
IA
448
IFP Advisors
Florida
$197K +$132K +657 +202%
HCA
449
Harbor Capital Advisors
Illinois
$185K +$185K +536 New
SIM
450
Sentry Investment Management
Wisconsin
$181K -$11.4K -33 -6%
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