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Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
IIC
426
Ironwood Investment Counsel
Arizona
$231K 850 – –
EF
427
Empowered Funds
Pennsylvania
$230K 845 +23 +3%
CF
428
Copperwynd Financial
Arizona
$230K 826 -35 -4%
MCM
429
MAI Capital Management
Ohio
$230K 843 +2 +0.2%
MA
430
Mutual Advisors
Nebraska
$229K 802 +802 New
KHCM
431
Kirtland Hills Capital Management
Ohio
$227K 835 – –
TPWA
432
TRUE Private Wealth Advisors
Oregon
$224K 823 – –
TIA
433
Trust Investment Advisors
Indiana
$217K 799 +799 New
FRA
434
Frank Rimerman Advisors
California
$216K 793 +793 New
CIA
435
Concurrent Investment Advisors
Florida
$215K 790 +790 New
CSC
436
Caldwell Sutter Capital
California
$214K 786 +21 +3%
VSQM
437
V-Square Quantitative Management
Illinois
$213K 781 -173 -18%
PP
438
Prudential plc
United Kingdom
$212K 778 +778 New
NWM
439
Napa Wealth Management
California
$211K 775 +775 New
FFA
440
Farther Finance Advisors
California
$210K 769 +148 +24%
RSWM
441
Robertson Stephens Wealth Management
California
$210K 764 +764 New
SCM
442
Schnieders Capital Management
California
$206K 757 +757 New
AF
443
Allworth Financial
California
$203K 714 – –
LWAM
444
Legacy Wealth Asset Management
Minnesota
$201K 740 +740 New
HFM
445
Harvest Fund Management
China
$195K 716 +716 New
AIP
446
Ameritas Investment Partners
Nebraska
$189K 694 – –
CI Investments Inc
447
CI Investments Inc
Ontario, Canada
$187K 688 -5 -0.7%
MG
448
Mather Group
Illinois
$178K 727 +30 +4%
QCG
449
Quadrant Capital Group
Ohio
$148K 545 +3 +0.6%
NSIM
450
North Star Investment Management
Illinois
$136K 500 – –
16 17
18
19 20