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Essex Property Trust
ESS

Overview Fund Activity

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$244M
3
HRES
3
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$1.36B
4
American Century Companies
4
American Century Companies
Missouri
$112M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$134M 545,488 -12,126 -2%
American Century Companies
27
American Century Companies
Missouri
$112M 458,280 -328,102 -42%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$105M 426,984 -94,113 -18%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$92.3M 377,052 +62,219 +20%
PI
30
PGGM Investments
Netherlands
$88.7M 362,252 – –
SEI Investments
31
SEI Investments
Pennsylvania
$76.3M 311,704 -46,621 -13%
Goldman Sachs
32
Goldman Sachs
New York
$71.8M 293,288 +20,627 +8%
UBS Group
33
UBS Group
Switzerland
$68M 277,587 +41,447 +18%
HRES
34
Heitman Real Estate Securities
Illinois
$63.4M 259,044 +253,514 +4,584%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$57.5M 234,821 +26,498 +13%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$57.2M 233,526 -4,164 -2%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$55.1M 225,045 +18,000 +9%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$54.3M 221,971 +863 +0.4%
Nomura Asset Management
39
Nomura Asset Management
Japan
$54.1M 221,122 +14,033 +7%
Bank of America
40
Bank of America
North Carolina
$51.3M 209,571 +76,189 +57%
Swiss National Bank
41
Swiss National Bank
Switzerland
$47.1M 192,252 -8,400 -4%
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M 186,166 -290,139 -61%
Lido Advisors
43
Lido Advisors
California
$42.1M 170,227 -1,415 -0.8%
VF
44
Vest Financial
Virginia
$37.9M 154,928 +29,607 +24%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$36.2M 147,864 +113,178 +326%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$35M 142,766 +12,983 +10%
Asset Management One
47
Asset Management One
Japan
$33.9M 138,323 -5,505 -4%
Canada Life
48
Canada Life
Manitoba, Canada
$32.1M 130,929 -246 -0.2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$31.8M 130,063 +185 +0.1%
Barclays
50
Barclays
United Kingdom
$31.3M 127,907 -14,347 -10%
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