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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 %
APP
426
Avantax Planning Partners
Iowa
$289K – – –
GCM
427
Graham Capital Management
Connecticut
$289K +$289K +1,011 New
DIM
428
Delta Investment Management
California
$280K – – –
TCOV
429
Trust Company of Vermont
Vermont
$277K – – –
PA
430
Pinnacle Associates
New York
$276K +$276K +968 New
MSA
431
MUFG Securities Americas
New York
$271K +$271K +949 New
GT
432
Greenleaf Trust
Michigan
$271K +$13.1K +46 +5%
SI
433
Stephens Inc
Arkansas
$269K -$15.7K -55 -6%
NW
434
NewEdge Wealth
Pennsylvania
$268K -$12.8K -45 -5%
RBFC
435
Roman Butler Fullerton & Co
Missouri
$266K -$11.6K -41 -4%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$266K -$5.71K -20 -2%
BFG
437
Bleakley Financial Group
New Jersey
$263K -$4.57K -16 -2%
II
438
Inspire Investing
Idaho
$259K -$16K -56 -6%
VF
439
Virtu Financial
New York
$259K -$784K -2,753 -75%
KCP
440
Kera Capital Partners
California
$258K +$258K +904 New
VSQM
441
V-Square Quantitative Management
Illinois
$256K -$285 -1 -0.1%
LA
442
LVW Advisors
New York
$252K +$252K +883 New
NIM
443
NEOS Investment Management
Connecticut
$251K -$1.7K -6 -0.7%
RG
444
Renaissance Group
Kentucky
$251K -$22.8K -80 -8%
HI
445
Horizon Investments
North Carolina
$250K +$1.42K +5 +0.6%
MM
446
MQS Management
New York
$249K -$651K -2,281 -72%
PWMAG
447
Pinnacle Wealth Management Advisory Group
New Jersey
$249K -$285 -1 -0.1%
CPCPP
448
Canada Post Corporation Pension Plan
Canada
$248K +$248K +870 New
FRA
449
Frank Rimerman Advisors
California
$247K +$20.8K +73 +9%
CWI
450
Conscious Wealth Investments
Florida
$246K – – –
16 17
18
19 20