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Essex Property Trust
ESS

Overview Fund Activity

556 hedge funds and large institutions have $21.8B invested in Essex Property Trust in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 171 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+37
Holders Change %
+7.13%
% of All Funds
8.59%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
91
Increased
207
Reduced
171
Closed
49
Calls
$33.8M
Puts
$17.8M
Net Calls
+$16M
Net Calls Change
+$7.54M

Top Buyers

1
BlackRock
BlackRock
New York
$2.36B
2
State Street
State Street
Massachusetts
$1.74B
3
RC
Resolution Capital
Australia
$584M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$295M
5
Goldman Sachs
Goldman Sachs
New York
$158M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$306M
2
CIM
Centersquare Investment Management
Pennsylvania
$78.9M
3
WCP
Waterfront Capital Partners
New York
$0
4
SO
STRS Ohio
Ohio
$28.3M
5
Cohen & Steers
Cohen & Steers
New York
$1.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
DMBA
476
Deseret Mutual Benefit Administrators
Utah
$73K – – –
GWSG
477
GPS Wealth Strategies Group
Colorado
$72K +$3.53K +10 +5%
Lazard Asset Management
478
Lazard Asset Management
New York
$68K +$4.21K +12 +7%
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$63K +$63K +178 New
MC
480
Muzinich & Co
New York
$56K – – –
TPCW
481
TD Private Client Wealth
New York
$54.6K +$704 +2 +1%
FDCDDQ
482
Federation des caisses Desjardins du Quebec
Quebec, Canada
$52.5K – – –
FQ
483
First Quadrant
California
$49K – – –
PCFFS
484
Pacific Center for Financial Services
California
$49K – – –
CAL
485
Capital Analysts LLC
Pennsylvania
$47K +$348 +1 +0.7%
CA
486
CoreCap Advisors
Michigan
$47K +$47K +134 New
HNB
487
Huntington National Bank
Ohio
$46K +$16K +46 +53%
TCWM
488
Total Clarity Wealth Management
Illinois
$45K +$45K +128 New
DTIM
489
Danda Trouve Investment Management
Kansas
$40K +$40K +113 New
WTA
490
Washington Trust Advisors
Massachusetts
$38K +$38K +108 New
Bessemer Group
491
Bessemer Group
New Jersey
$37K -$3.14K -9 -8%
FRA
492
Front Row Advisors
California
$30K -$349 -1 -1%
ST
493
Smithfield Trust
Pennsylvania
$29K – – –
CSWM
494
Cassady Schiller Wealth Management
Ohio
$28K +$28K +80 New
PCG
495
Private Capital Group
Connecticut
$25K +$1.41K +4 +6%
FPFS
496
First Personal Financial Services
North Carolina
$21K – – –
MA
497
Montag & Associates
Georgia
$21K – – –
Manulife (Manufacturers Life Insurance)
498
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.8K -$657 -1,865 -3%
SC
499
Stephens Consulting
Michigan
$18.7K +$18.7K +53 New
TCM
500
TD Capital Management
Tennessee
$18K – – –
18 19
20
21 22