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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 %
GI
451
Gradient Investments
Minnesota
$31.6K +$1.17K +5 +4%
CAL
452
Capital Analysts LLC
Pennsylvania
$28K +$230 +1 +0.8%
FIA
453
FNY Investment Advisers
New York
$28K +$7K +30 +33%
MC
454
Muzinich & Co
New York
$27.2K – – –
FRA
455
Front Row Advisors
California
$24K -$240 -1 -1%
WTA
456
Washington Trust Advisors
Massachusetts
$23.7K -$1.87K -8 -7%
SPIA
457
Steward Partners Investment Advisory
New York
$23.4K -$11.9K -51 -34%
BBHC
458
Brown Brothers Harriman & Co
New York
$23.4K -$234 -1 -1%
Group One Trading
459
Group One Trading
Illinois
$23.4K +$10.5K +45 +82%
CA
460
Clearstead Advisors
Ohio
$19.9K +$19.4K +83 +4,150%
TPCW
461
TD Private Client Wealth
New York
$19.7K -$8.9K -38 -31%
DMBA
462
Deseret Mutual Benefit Administrators
Utah
$19.4K +$1.17K +5 +6%
SSG
463
Summit Securities Group
New York
$19K -$9.61K -42 -34%
ST
464
Smithfield Trust
Pennsylvania
$19K – – –
PFBT
465
Parkside Financial Bank & Trust
Missouri
$16.2K -$3.05K -13 -16%
FCAG
466
First Capital Advisors Group
New Jersey
$16.2K +$16.2K +69 New
SGC
467
Slocum, Gordon & Co
Rhode Island
$16.2K +$16.2K +69 New
MA
468
Montag & Associates
Georgia
$14K – – –
PPC
469
Park Place Capital
Alabama
$13.8K -$11.5K -49 -45%
QC
470
Quent Capital
New York
$13.6K – – –
GRP
471
Global Retirement Partners
California
$13.1K +$8.44K +36 +180%
C
472
Covestor
United Kingdom
$13K – – –
CAS
473
Coppell Advisory Solutions
Texas
$11.7K +$11.7K +50 New
GWM
474
Geneos Wealth Management
Colorado
$11.5K -$2.11K -9 -16%
BTI
475
Blue Trust Inc
Georgia
$11K -$5.29K -25 -32%
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