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Essex Property Trust
ESS

Overview Fund Activity

620 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
8.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
86
Increased
227
Reduced
206
Closed
57
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$322M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$163M
3
Citadel Advisors
Citadel Advisors
Florida
$183M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.8M
5
BlackRock
BlackRock
New York
$2B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$122M
2
Bank of America
Bank of America
North Carolina
$51.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$175M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$85.9M
5
RC
Resolution Capital
Australia
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
476
Nebula Research & Development
New York
$206K +$206K +722 New
DWT
477
Dorsey & Whitney Trust
South Dakota
$205K +$205K +717 New
AFG
478
Atomi Financial Group
New York
$204K +$7.14K +25 +4%
KCM
479
Kathmere Capital Management
Pennsylvania
$203K +$571 +2 +0.3%
AFO
480
Allie Family Office
Florida
$203K – – –
CSS
481
Cubist Systematic Strategies
Connecticut
$192K +$192K +671 New
OP
482
ORG Partners
Indiana
$189K -$7.13K -25 -4%
AIP
483
Ameritas Investment Partners
Nebraska
$186K – – –
SOW
484
State of Wyoming
Wyoming
$186K +$139K +488 +301%
HT
485
Headlands Technologies
Illinois
$164K +$164K +575 New
QCG
486
Quadrant Capital Group
Ohio
$163K +$7.99K +28 +5%
ETC
487
Exchange Traded Concepts
Oklahoma
$154K +$15.1K +53 +11%
Northwestern Mutual Wealth Management
488
Northwestern Mutual Wealth Management
Wisconsin
$152K -$571 -2 -0.4%
PWA
489
Principia Wealth Advisory
Texas
$147K +$147K +515 New
WTC
490
WhitTier Trust Company
Nevada
$146K +$6.85K +24 +5%
VCM
491
Versant Capital Management
Arizona
$145K +$41.1K +144 +39%
NSIM
492
North Star Investment Management
Illinois
$143K – – –
TSMHT
493
Thurston Springer Miller Herd & Titak
Indiana
$143K -$11.1K -39 -7%
PS
494
Principal Securities
Iowa
$140K +$4.85K +17 +4%
S
495
SignatureFD
Georgia
$121K +$4K +14 +3%
QL
496
Quarry LP
New York
$105K -$531K -1,861 -84%
CA
497
CoreCap Advisors
Michigan
$104K +$15.7K +55 +18%
CCA
498
Catalyst Capital Advisors
New York
$104K +$86.5K +303 +505%
CFFP
499
Center for Financial Planning
Michigan
$99.9K – – –
GWM
500
Geneos Wealth Management
Colorado
$92.2K – – –
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