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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$110M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$323M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$44.3M
5
Cohen & Steers
Cohen & Steers
New York
$497M

Top Sellers

1
State Street
State Street
Massachusetts
$1.25B
2
RIM
Rush Island Management
New York
$0
3
PI
PGGM Investments
Netherlands
$76.8M
4
WCP
Waterfront Capital Partners
New York
$0
5
LIMS
Lasalle Investment Management Securities
Maryland
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
451
Front Row Advisors
California
$24.9K +$3.43K +16 +16%
MC
452
Muzinich & Co
New York
$24.6K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$23.1K +$8.48K +40 +58%
WTA
454
Washington Trust Advisors
Massachusetts
$21.4K – – –
BBHC
455
Brown Brothers Harriman & Co
New York
$21.2K – – –
SPIA
456
Steward Partners Investment Advisory
New York
$21.2K – – –
OCM
457
Orion Capital Management
California
$21.2K +$21.2K +100 New
AGWCA
458
Annis Gardner Whiting Capital Advisors
Florida
$18.2K +$18.2K +85 New
DMBA
459
Deseret Mutual Benefit Administrators
Utah
$17.6K – – –
TPCW
460
TD Private Client Wealth
New York
$17.4K -$424 -2 -2%
ST
461
Smithfield Trust
Pennsylvania
$16K -$1.71K -8 -10%
SGC
462
Slocum, Gordon & Co
Rhode Island
$14.6K – – –
MA
463
Montag & Associates
Georgia
$12.7K – – –
PPC
464
Park Place Capital
Alabama
$12.5K – – –
LC
465
Lindbrook Capital
California
$11K -$40.1K -189 -78%
C
466
Covestor
United Kingdom
$11K -$431 -2 -4%
GRP
467
Global Retirement Partners
California
$10.7K -$1.05K -5 -9%
PMFA
468
Plante Moran Financial Advisors
Michigan
$10.6K +$10.6K +50 New
GWM
469
Geneos Wealth Management
Colorado
$10.4K – – –
QL
470
Quarry LP
New York
$10.2K +$10.2K +48 New
QC
471
Quent Capital
New York
$9.97K -$2.33K -11 -19%
SWA
472
SOA Wealth Advisors
New York
$9.69K +$211 +1 +2%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$9.33K – – –
BSB
474
Bangor Savings Bank
Maine
$8.91K – – –
HWA
475
HHM Wealth Advisors
Tennessee
$8.7K – – –
17 18
19
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