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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 %
SFG
451
Sovereign Financial Group
Connecticut
$245K +$1.43K +5 +0.6%
BFM
452
Boothbay Fund Management
New York
$244K -$229K -804 -48%
CRWM
453
Castle Rock Wealth Management
California
$238K -$17.9K -62 -7%
FFA
454
Farther Finance Advisors
California
$238K -$14.3K -50 -6%
UCFA
455
United Capital Financial Advisors
Texas
$234K -$260K -912 -53%
RWM
456
Revisor Wealth Management
Ohio
$233K -$80.9K -283 -26%
TPWA
457
TRUE Private Wealth Advisors
Oregon
$231K -$1.43K -5 -0.6%
CAMG
458
CWA Asset Management Group
Florida
$229K +$10.8K +38 +5%
CF
459
Copperwynd Financial
Arizona
$228K +$2.86K +10 +1%
MA
460
Mutual Advisors
Nebraska
$225K -$1.14K -4 -0.5%
C
461
Certuity
Florida
$225K +$225K +789 New
CSC
462
Caldwell Sutter Capital
California
$224K – – –
KHCM
463
Kirtland Hills Capital Management
Ohio
$224K -$15.1K -53 -6%
CIA
464
Concurrent Investment Advisors
Florida
$223K -$3.43K -12 -2%
PP
465
Prudential plc
United Kingdom
$222K – – –
MG
466
Mather Group
Illinois
$221K -$1.71K -6 -0.8%
SCM
467
Schnieders Capital Management
California
$220K – – –
ACM
468
Alethea Capital Management
Washington
$218K +$218K +763 New
LWAM
469
Legacy Wealth Asset Management
Minnesota
$218K -$3.71K -13 -2%
WMG
470
WESCAP Management Group
California
$217K -$72.2K -253 -25%
RSWM
471
Robertson Stephens Wealth Management
California
$217K +$856 +3 +0.4%
AF
472
Allworth Financial
California
$210K +$6.72K +24 +3%
WSFS
473
Wilmington Savings Fund Society
Delaware
$210K – – –
SFA
474
Sequoia Financial Advisors
Ohio
$209K +$209K +732 New
FWCM
475
Ferguson Wellman Capital Management
Oregon
$208K +$208K +727 New
17 18
19
20 21