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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $20B invested in Essex Property Trust in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+10
Holders Change %
+1.96%
% of All Funds
9.11%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
55
Increased
197
Reduced
175
Closed
39
Calls
$30.4M
Puts
$22M
Net Calls
+$8.41M
Net Calls Change
+$16.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.77B
2
RC
Resolution Capital
Australia
$475M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$292M
4
Millennium Management
Millennium Management
New York
$58M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$378M
2
Citadel Advisors
Citadel Advisors
Florida
$14.9M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$12.2M
4
CIM
Centersquare Investment Management
Pennsylvania
$162M
5
Amundi
Amundi
France
$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$13K +$1.27K +4 +11%
Nisa Investment Advisors
477
Nisa Investment Advisors
Missouri
$12.8K -$17 -53 -0.1%
IFAM
478
Institutional & Family Asset Management
Colorado
$12K – – –
WQ
479
Wealth Quarterback
New Jersey
$12K +$333 +1 +3%
SWM
480
Spire Wealth Management
Virginia
$11K – – –
TAIM
481
TD Ameritrade Investment Management
Nebraska
$11K +$11K +53 New
SCA
482
Stonebridge Capital Advisors
Minnesota
$10K -$10K -30 -50%
CFGS
483
Concourse Financial Group Securities
Alabama
$10K – – –
SPIA
484
Steward Partners Investment Advisory
New York
$9K -$4.35K -14 -33%
BMD
485
Better Money Decisions
New Mexico
$8K -$5.67K -17 -41%
ZB
486
Zions Bancorporation
Utah
$8K – – –
SAI
487
Systematic Alpha Investments
New Jersey
$7K -$2.8K -8 -29%
PA
488
PSI Advisors
Florida
$7K +$7K +23 New
MGIM
489
M&G Investment Management
United Kingdom
$6.7K -$829 -2,589 -11%
CFD
490
Creative Financial Designs
Indiana
$6K – – –
EWA
491
Evolution Wealth Advisors
Florida
$6K – – –
TLCM
492
Twin Lakes Capital Management
California
$6K – – –
GAM
493
Gemmer Asset Management
California
$5K – – –
TFO
494
Tarbox Family Office
California
$4K – – –
MCM
495
MV Capital Management
Maryland
$4K +$1.71K +6 +75%
FHA
496
First Horizon Advisors
Tennessee
$4K +$3.67K +11 +1,100%
VCM
497
Vigilant Capital Management
Maine
$4K +$4K +14 New
BIA
498
Bell Investment Advisors
California
$4K +$4K +14 New
ACA
499
Atlas Capital Advisors
Wyoming
$3.52K – – –
HR
500
Howe & Rusling
New York
$3K – – –
18 19
20
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