ESS icon

Essex Property Trust
ESS

Overview Fund Activity

524 hedge funds and large institutions have $12.6B invested in Essex Property Trust in 2022 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 198 increasing their positions, 178 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
78
Increased
198
Reduced
178
Closed
62
Calls
$10.8M
Puts
$20.6M
Net Calls
-$9.77M
Net Calls Change
-$9.07M

Top Buyers

1
PI
PGGM Investments
Netherlands
$135M
2
Millennium Management
Millennium Management
New York
$188M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$184M
4
State Street
State Street
Massachusetts
$1.25B
5
BlackRock
BlackRock
New York
$1.5B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$236M
2
RC
Resolution Capital
Australia
$60.4M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$3.75M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$306M
5
AAMU
APG Asset Management US
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
476
Stephens Consulting
Michigan
$8.9K – – –
HWA
477
HHM Wealth Advisors
Tennessee
$8.9K +$2.12K +10 +31%
PFBT
478
Parkside Financial Bank & Trust
Missouri
$8.69K -$1.7K -8 -16%
MLA
479
MB, Levis & Associates
Pennsylvania
$7.84K +$7.84K +37 New
TFM
480
TFC Financial Management
Massachusetts
$6.78K – – –
SCA
481
Stonebridge Capital Advisors
Minnesota
$6.36K – – –
GIS
482
Grayhawk Investment Strategies
Alberta, Canada
$6.36K +$5.81K +320 +1,067%
CFGS
483
Concourse Financial Group Securities
Alabama
$5.35K -$15.2K -71 -74%
UB
484
UMB Bank
Missouri
$5K -$19K -95 -79%
MFC
485
Mechanics Financial Corp
Ohio
$5K – – –
ZB
486
Zions Bancorporation
Utah
$4.87K -$6.36K -30 -57%
PA
487
PSI Advisors
Florida
$4.78K – – –
IRC
488
Investors Research Corp
Georgia
$4.66K – – –
MRCM
489
M&R Capital Management
New Jersey
$4.66K +$4.66K +22 New
TLCM
490
Twin Lakes Capital Management
California
$4.31K – – –
HI
491
Harbour Investments
Wisconsin
$3.39K – – –
AWM
492
Abound Wealth Management
Tennessee
$3.18K -$14.9K -70 -82%
MCM
493
MV Capital Management
Maryland
$3.18K -$1.91K -9 -38%
RTL
494
Red Tortoise LLC
Georgia
$2.76K +$2.76K +13 New
MCC
495
Money Concepts Capital
Florida
$2.12K +$2.12K +10 New
IAIM
496
Industrial Alliance Investment Management
Quebec, Canada
$2K +$2K +11 New
BWM
497
BerganKDV Wealth Management
Minnesota
$1.76K – – –
FA
498
Fiduciary Alliance
South Carolina
$1.73K +$1.73K +8 New
NA
499
NewEdge Advisors
Louisiana
$1.7K +$1.7K +41 New
WPA
500
West Paces Advisors
Georgia
$1.7K – – –
18 19
20
21 22