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Essex Property Trust
ESS

Overview Fund Activity

557 hedge funds and large institutions have $21.5B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
194
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
2
State Street
State Street
Massachusetts
+$110M
3
Boston Partners
Boston Partners
Massachusetts
+$89.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$74M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$144M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$95.3M
3
BlackRock
BlackRock
New York
-$82.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$48.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
501
Covestor
United Kingdom
$21K +$9.61K +27 +84%
MA
502
Montag & Associates
Georgia
$20K – – –
FPFS
503
First Personal Financial Services
North Carolina
$20K – – –
PFBT
504
Parkside Financial Bank & Trust
Missouri
$19K +$3.23K +9 +20%
SC
505
Stephens Consulting
Michigan
$14.5K -$3.8K -11 -21%
AIM
506
Anchor Investment Management
South Carolina
$13.8K +$10K +29 +264%
CFGS
507
Concourse Financial Group Securities
Alabama
$13K +$2.17K +6 +20%
IFAM
508
Institutional & Family Asset Management
Colorado
$12K – – –
TFM
509
TFC Financial Management
Massachusetts
$11K – – –
HWA
510
HHM Wealth Advisors
Tennessee
$11K +$11K +32 New
TWC
511
TD Waterhouse Canada
Ontario, Canada
$10.6K – – –
SCA
512
Stonebridge Capital Advisors
Minnesota
$10K – – –
SPIA
513
Steward Partners Investment Advisory
New York
$10K – – –
PCOC
514
Power Corp of Canada
Canada
$10K +$10K +30 New
MFC
515
Mechanics Financial Corp
Ohio
$9K – – –
SSG
516
Summit Securities Group
New York
$9K +$9K +26 New
PA
517
PSI Advisors
Florida
$8K – – –
IRC
518
Investors Research Corp
Georgia
$8K +$8K +22 New
MCM
519
MV Capital Management
Maryland
$7K – – –
CFB
520
Cullen/Frost Bankers
Texas
$7K – – –
TLCM
521
Twin Lakes Capital Management
California
$7K – – –
ANBT
522
American National Bank & Trust
Texas
$7K +$7K +21 New
AF
523
Advisornet Financial
Minnesota
$5K +$1.67K +5 +50%
FHA
524
First Horizon Advisors
Tennessee
$4K +$308 +1 +8%
HR
525
Howe & Rusling
New York
$4K +$1.23K +4 +44%
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