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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$110M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$323M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$44.3M
5
Cohen & Steers
Cohen & Steers
New York
$497M

Top Sellers

1
State Street
State Street
Massachusetts
$1.25B
2
RIM
Rush Island Management
New York
$0
3
PI
PGGM Investments
Netherlands
$76.8M
4
WCP
Waterfront Capital Partners
New York
$0
5
LIMS
Lasalle Investment Management Securities
Maryland
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$8.48K -$26.5K -125 -76%
MLA
477
MB, Levis & Associates
Pennsylvania
$7.85K – – –
BTI
478
Blue Trust Inc
Georgia
$7K -$4.74K -21 -40%
GKIM
479
GW&K Investment Management
Massachusetts
$7K +$600 +3 +9%
MCM
480
MV Capital Management
Maryland
$6.79K +$2.76K +13 +68%
SCA
481
Stonebridge Capital Advisors
Minnesota
$6.36K – – –
GIS
482
Grayhawk Investment Strategies
Alberta, Canada
$6.36K – – –
EWA
483
EverSource Wealth Advisors
Alabama
$6.16K -$424 -2 -6%
UB
484
UMB Bank
Missouri
$6.15K – – –
MFC
485
Mechanics Financial Corp
Ohio
$5.3K – – –
IA
486
IFP Advisors
Florida
$5.18K -$432 -2 -8%
WTG
487
West Tower Group
Virginia
$5.09K +$5.09K +24 New
GIA
488
GHP Investment Advisors
Colorado
$5.05K +$5.05K +23 New
NFSG
489
Newbridge Financial Services Group
Florida
$4.76K – – –
IRC
490
Investors Research Corp
Georgia
$4.67K – – –
TLCM
491
Twin Lakes Capital Management
California
$4.45K – – –
ZB
492
Zions Bancorporation
Utah
$4.24K – – –
CFB
493
Cullen/Frost Bankers
Texas
$4.03K – – –
AIM
494
Anchor Investment Management
South Carolina
$3.61K – – –
NA
495
NewEdge Advisors
Louisiana
$3.61K +$1.49K +7 +70%
BAAM
496
Baker Avenue Asset Management
California
$3.39K +$1.91K +9 +129%
AWM
497
Abound Wealth Management
Tennessee
$3.19K – – –
VWM
498
Venturi Wealth Management
Texas
$2.97K +$2.97K +14 New
IPW
499
Impact Partnership Wealth
Georgia
$2.97K – – –
RTL
500
Red Tortoise LLC
Georgia
$2.76K – – –
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