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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$510M
2
RC
2
Resolution Capital
Australia
$196M
3
American Century Companies
3
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$285M
5
GA
5
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
2
Macquarie Group
Australia
$14.9M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
476
SOA Wealth Advisors
New York
$10.6K – – –
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$10.3K – – –
SC
478
Stephens Consulting
Michigan
$9.84K – – –
BSB
479
Bangor Savings Bank
Maine
$9.84K – – –
HWA
480
HHM Wealth Advisors
Tennessee
$9.61K -$703 -3 -7%
HIIFS
481
Harel Insurance Investments & Financial Services
Israel
$9K -$2.25K -10 -20%
MLA
482
MB, Levis & Associates
Pennsylvania
$8.67K – – –
EWA
483
EverSource Wealth Advisors
Alabama
$7.26K -$469 -2 -6%
SCA
484
Stonebridge Capital Advisors
Minnesota
$7.03K – – –
GIS
485
Grayhawk Investment Strategies
Alberta, Canada
$7.03K – – –
GKIM
486
GW&K Investment Management
Massachusetts
$7K +$7K +32 New
UB
487
UMB Bank
Missouri
$6.8K -$1.17K -5 -15%
IA
488
IFP Advisors
Florida
$6.09K +$3.98K +17 +189%
MFC
489
Mechanics Financial Corp
Ohio
$5.86K – – –
NFSG
490
Newbridge Financial Services Group
Florida
$5.21K -$23.7K -100 -82%
IRC
491
Investors Research Corp
Georgia
$5.16K – – –
TLCM
492
Twin Lakes Capital Management
California
$4.87K – – –
ZB
493
Zions Bancorporation
Utah
$4.69K -$9.61K -41 -67%
MCM
494
MV Capital Management
Maryland
$4.45K +$703 +3 +19%
AF
495
Advisornet Financial
Minnesota
$4.45K +$2.34K +10 +111%
CFB
496
Cullen/Frost Bankers
Texas
$4.45K +$4.45K +19 New
AIM
497
Anchor Investment Management
South Carolina
$3.98K – – –
AWM
498
Abound Wealth Management
Tennessee
$3.52K – – –
HS
499
Horan Securities
United States
$3.52K +$3.52K +15 New
IPW
500
Impact Partnership Wealth
Georgia
$3.28K +$3.28K +14 New
18 19
20
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