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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 %
Credit Agricole
451
Credit Agricole
France
$158K +$20.7K +60 +15%
BAMF
452
BI Asset Management Fondsmaeglerselskab
Denmark
$157K +$157K +453 New
BIP
453
Blueprint Investment Partners
North Carolina
$151K -$77.9K -226 -34%
CT
454
Cambridge Trust
Massachusetts
$150K – – –
EI
455
Ellevest Inc
New York
$145K +$55.2K +160 +62%
CIP
456
Convergence Investment Partners
Florida
$137K +$137K +396 New
LC
457
Lindbrook Capital
California
$128K +$2.76K +8 +2%
T
458
TOBAM
France
$128K +$50.9K +147 +66%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$127K +$65.4K +189 +106%
MAM
460
Meeder Asset Management
Ohio
$123K -$1.22M -3,541 -91%
NIM
461
NuWave Investment Management
New Jersey
$115K -$23.2K -67 -17%
GWS
462
Glassman Wealth Services
Virginia
$108K +$1.04K +3 +1%
Bank Julius Baer & Co
463
Bank Julius Baer & Co
Switzerland
$105K -$27K -78 -20%
CA
464
Clearstead Advisors
Ohio
$103K – – –
Macquarie Group
465
Macquarie Group
Australia
$99.1K +$67.8K +197,243 +216%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$98K – – –
S
467
SignatureFD
Georgia
$96K +$21.1K +61 +28%
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$93K +$83.4K +242 +864%
HNWAG
469
High Net Worth Advisory Group
Florida
$87K – – –
ST
470
Smithfield Trust
Pennsylvania
$84K +$55.3K +160 +193%
SWA
471
SOA Wealth Advisors
New York
$83K – – –
DGAM
472
Desjardins Global Asset Management
Quebec, Canada
$83K +$2.73K +8 +3%
Lazard Asset Management
473
Lazard Asset Management
New York
$83K +$16.7K +49 +25%
TPCW
474
TD Private Client Wealth
New York
$82.2K +$28.7K +83 +54%
APA
475
American Portfolios Advisors
New York
$76K +$691 +2 +0.9%
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