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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 %
DMBA
451
Deseret Mutual Benefit Administrators
Utah
$35K 145 -31 -18%
PCFFS
452
Pacific Center for Financial Services
California
$34K 141 – –
CAL
453
Capital Analysts LLC
Pennsylvania
$33K 136 – –
Pacer Advisors
454
Pacer Advisors
Pennsylvania
$32K 133 -25,221 -99%
UB
455
UMB Bank
Missouri
$29K 120 -28 -19%
WTA
456
Washington Trust Advisors
Massachusetts
$26K 109 +1 +0.9%
FRA
457
Front Row Advisors
California
$25K 101 -2 -2%
BBHC
458
Brown Brothers Harriman & Co
New York
$24K 100 +3 +3%
CFGS
459
Concourse Financial Group Securities
Alabama
$23K 96 +60 +167%
AWM
460
Abound Wealth Management
Tennessee
$20.6K 85 +85 New
ST
461
Smithfield Trust
Pennsylvania
$20K 83 – –
CI Investments Inc
462
CI Investments Inc
Ontario, Canada
$20K 82 +74 +925%
HIIFS
463
Harel Insurance Investments & Financial Services
Israel
$19K 80 -70 -47%
AIM
464
Anchor Investment Management
South Carolina
$17.7K 73 +16 +28%
GWM
465
Geneos Wealth Management
Colorado
$16K 69 +69 New
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$15.8K 60,420 -992 -2%
SPIA
467
Steward Partners Investment Advisory
New York
$15K 60 +16 +36%
C
468
Covestor
United Kingdom
$14K 56 -2 -3%
FPFS
469
First Personal Financial Services
North Carolina
$14K 59 – –
MA
470
Montag & Associates
Georgia
$14K 59 – –
SOW
471
State of Wyoming
Wyoming
$13K 52 +3 +6%
ZB
472
Zions Bancorporation
Utah
$13K 53 +25 +89%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$12K 49 -8 -14%
RTC
474
Riverview Trust Company
Washington
$12K 48 +48 New
SWA
475
SOA Wealth Advisors
New York
$11K 47 – –
17 18
19
20 21