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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$510M
2
RC
Resolution Capital
Australia
$196M
3
American Century Companies
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$285M
5
GA
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
Macquarie Group
Australia
$14.9M
3
CIM
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
426
Glassman Wealth Services
Virginia
$74.3K -$3.28K -14 -4%
FFA
427
Farther Finance Advisors
California
$72.6K +$234 +1 +0.3%
DIP
428
DT Investment Partners
Pennsylvania
$72.5K – – –
AA
429
Alta Advisers
United Kingdom
$70.3K – – –
Bank Julius Baer & Co
430
Bank Julius Baer & Co
Switzerland
$70K -$1.41K -6 -2%
CT
431
Clearstead Trust
Maine
$69.6K – – –
CTC
432
Central Trust Company
Missouri
$69.1K – – –
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.7K – – –
CSPIA
434
Cary Street Partners Investment Advisory
Virginia
$68.7K – – –
RI
435
Ridgewood Investments
New Jersey
$57K – – –
LC
436
Lindbrook Capital
California
$56.5K -$9.61K -41 -15%
WTC
437
WhitTier Trust Company
Nevada
$52K -$18.7K -80 -26%
HNB
438
Huntington National Bank
Ohio
$51.5K +$3.28K +14 +7%
PO
439
Private Ocean
California
$48.5K – – –
AWM
440
Avior Wealth Management
Nebraska
$48.3K +$1.17K +5 +2%
LS
441
Livforsakringsbolaget Skandia
Sweden
$47.2K – – –
HPC
442
HM Payson & Co
Maine
$42.2K – – –
Simplex Trading
443
Simplex Trading
Illinois
$42K +$42K +182 New
BF
444
BOK Financial
Oklahoma
$41.9K -$58.6K -250 -58%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$38.7K +$16.4K +70 +74%
PA
446
PSI Advisors
Florida
$38.6K +$33.2K +142 +617%
CAL
447
Capital Advisors Ltd
Ohio
$36K +$36K +152 New
VSQM
448
V-Square Quantitative Management
Illinois
$34.2K +$34.2K +146 New
CFO
449
CVA Family Office
Colorado
$34K +$31.6K +135 +1,350%
PCFFS
450
Pacific Center for Financial Services
California
$33.8K +$235 +1 +0.7%
16 17
18
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