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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.

Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.28%
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
1
Citadel Advisors
Florida
$110M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$323M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$45.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$44.3M
5
Cohen & Steers
5
Cohen & Steers
New York
$497M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.25B
2
RIM
2
Rush Island Management
New York
$0
3
PI
3
PGGM Investments
Netherlands
$76.8M
4
WCP
4
Waterfront Capital Partners
New York
$0
5
LIMS
5
Lasalle Investment Management Securities
Maryland
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$110M +$104M +490,905 +1,745%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$103M +$15.2M +71,567 +17%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$97.2M -$26.2M -123,398 -21%
PI
29
PGGM Investments
Netherlands
$76.8M -$58.9M -277,823 -43%
LIMS
30
Lasalle Investment Management Securities
Maryland
$62.1M -$37.3M -175,700 -37%
SEI Investments
31
SEI Investments
Pennsylvania
$61.3M -$776K -3,660 -1%
ACM
32
AEW Capital Management
Massachusetts
$60.3M -$14.5M -68,330 -19%
Goldman Sachs
33
Goldman Sachs
New York
$60.1M -$3.3M -15,566 -5%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$49.8M +$997K +4,700 +2%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$49.7M +$3.61M +17,000 +8%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$46.9M +$1.36M +6,410 +3%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$45.4M +$45.4M +213,916 New
Wellington Management Group
38
Wellington Management Group
Massachusetts
$44.3M +$43.4M +204,615 +5,070%
Swiss National Bank
39
Swiss National Bank
Switzerland
$43.8M -$5.56M -26,200 -11%
UBS Group
40
UBS Group
Switzerland
$42.7M -$5.11M -24,100 -11%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$41.5M -$3.3M -15,588 -7%
Nomura Asset Management
42
Nomura Asset Management
Japan
$41.4M +$2.32M +10,929 +6%
HRES
43
Heitman Real Estate Securities
Illinois
$41.2M -$18.2M -85,722 -31%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$39.9M +$5.03M +23,721 +14%
Bank of America
45
Bank of America
North Carolina
$38.6M -$2.01M -9,467 -5%
Daiwa Securities Group
46
Daiwa Securities Group
Japan
$37.7M +$295K +1,393 +0.8%
Lido Advisors
47
Lido Advisors
California
$36.7M -$162K -764 -0.4%
ACM
48
Adelante Capital Management
California
$35.8M -$7.11M -33,516 -17%
Westfield Capital Management
49
Westfield Capital Management
Massachusetts
$31.8M -$1.33M -6,275 -4%
Asset Management One
50
Asset Management One
Japan
$30M -$1.25M -5,916 -4%
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