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Essex Property Trust
ESS

Overview Fund Activity

521 hedge funds and large institutions have $15B invested in Essex Property Trust in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 192 increasing their positions, 195 reducing their positions, and 56 closing their positions.

Holders
521
Holders Change
-18
Holders Change %
-3.34%
% of All Funds
9.01%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
43
Increased
192
Reduced
195
Closed
56
Calls
$9.91M
Puts
$10.6M
Net Calls
-$697K
Net Calls Change
-$13.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$490M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$125M
3
BlackRock
3
BlackRock
New York
$1.65B
4
Ameriprise
4
Ameriprise
Minnesota
$108M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$158M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$542M
2
RC
2
Resolution Capital
Australia
$252M
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$18.7M
5
Millennium Management
5
Millennium Management
New York
$68.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
426
Center for Financial Planning
Michigan
$85K 350 +350 New
Lazard Asset Management
427
Lazard Asset Management
New York
$83K 343 – –
GWS
428
Glassman Wealth Services
Virginia
$78K 321 +2 +0.6%
HCA
429
Harbor Capital Advisors
Illinois
$76K 312 -212 -40%
EI
430
Ellevest Inc
New York
$76K 313 -138 -31%
LC
431
Lindbrook Capital
California
$75K 309 +50 +19%
AA
432
Alta Advisers
United Kingdom
$73K 300 +300 New
PI
433
PineBridge Investments
New York
$72K 296 -20,396 -99%
Bank Julius Baer & Co
434
Bank Julius Baer & Co
Switzerland
$72K 298 -5 -2%
CT
435
Clearstead Trust
Maine
$72K 297 +297 New
DIP
436
DT Investment Partners
Pennsylvania
$72K 297 +297 New
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$71K 293 +9 +3%
CTC
438
Central Trust Company
Missouri
$71K 295 +100 +51%
HNWAG
439
High Net Worth Advisory Group
Florida
$61K 251 – –
Bessemer Group
440
Bessemer Group
New Jersey
$61K 255 +147 +136%
National Bank of Canada
441
National Bank of Canada
Quebec, Canada
$56K 231 – –
APA
442
American Portfolios Advisors
New York
$52.8K 218 – –
GWSG
443
GPS Wealth Strategies Group
Colorado
$52K 213 +4 +2%
PO
444
Private Ocean
California
$50K 207 – –
LS
445
Livforsakringsbolaget Skandia
Sweden
$48K 200 -600 -75%
HNB
446
Huntington National Bank
Ohio
$47K 193 +40 +26%
HPC
447
HM Payson & Co
Maine
$44K 180 – –
First Manhattan
448
First Manhattan
New York
$44K 185 – –
TPCW
449
TD Private Client Wealth
New York
$40.5K 167 +11 +7%
MC
450
Muzinich & Co
New York
$39K 159 – –
16 17
18
19 20