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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 %
EBA
501
Eagle Bay Advisors
New York
$1.7K +$1.06K +5 +167%
EE
502
EWG Elevate
California
$1.48K +$1.48K +7 New
BIA
503
Bell Investment Advisors
California
$1.27K -$424 -2 -25%
MA
504
MCF Advisors
Kentucky
$1.07K +$1.07K +5 New
ANBT
505
American National Bank & Trust
Texas
$1K -$3K -21 -75%
PTC
506
Private Trust Company
Ohio
$1K – – –
GBT
507
Grove Bank & Trust
Florida
$1K +$1K +4 New
KFP
508
KB Financial Partners
New Jersey
$1K +$1K +7 New
CAL
509
Capital Advisors Ltd
Ohio
$1K +$1K +140 New
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$856 – – –
VCM
511
Versant Capital Management
Arizona
$848 -$1.48K -7 -64%
FHA
512
First Horizon Advisors
Tennessee
$848 – – –
BAAM
513
Baker Avenue Asset Management
California
$848 +$848 +4 New
JWM
514
Janiczek Wealth Management
Colorado
$662 – – –
PWMG
515
Prestige Wealth Management Group
New Jersey
$642 – – –
AssetMark Inc
516
AssetMark Inc
California
$636 -$347K -1,639 -100%
EI
517
Ellevest Inc
New York
$636 -$65.7K -310 -99%
DFCM
518
Dark Forest Capital Management
Puerto Rico
$636 +$636 +3 New
AWM
519
Avior Wealth Management
Nebraska
$635 – – –
AWM
520
Accurate Wealth Management
Florida
$428 +$428 +2 New
TWA
521
TCI Wealth Advisors
Arizona
$424 – – –
ECM
522
Everence Capital Management
Indiana
$284 +$284 +1,340 New
AA
523
Addison Advisors
Vermont
$212 – – –
FGAM
524
Financial Gravity Asset Management
Texas
$34 +$34 +212 New
AAMU
525
APG Asset Management US
New York
– -$75M -309,515 Closed
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