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Essex Property Trust
ESS

Overview Fund Activity

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
State Street
2
State Street
Massachusetts
$1.42B
3
RIM
3
Rush Island Management
New York
$108M
4
RC
4
Resolution Capital
Australia
$144M
5
HRES
5
Heitman Real Estate Securities
Illinois
$56.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$28.6M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$100M
5
Goldman Sachs
5
Goldman Sachs
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TLCM
501
Twin Lakes Capital Management
California
$4.3K 21 +1 +5%
AIM
502
Anchor Investment Management
South Carolina
$3.56K 17 -76 -82%
MCM
503
MV Capital Management
Maryland
$3.35K 16 +1 +7%
AWM
504
Abound Wealth Management
Tennessee
$3.14K 15 – –
RTL
505
Red Tortoise LLC
Georgia
$2.72K 13 – –
Point72 Asset Management
506
Point72 Asset Management
Connecticut
$2.63K 13 -4,399 -100%
BIA
507
Bell Investment Advisors
California
$2.09K 10 +4 +67%
CFO
508
CVA Family Office
Colorado
$2.09K 10 +10 New
AF
509
Advisornet Financial
Minnesota
$1.88K 9 +9 New
BWM
510
BerganKDV Wealth Management
Minnesota
$1.75K 8 – –
WPA
511
West Paces Advisors
Georgia
$1.67K 8 – –
IA
512
IFP Advisors
Florida
$1.52K 9 -196 -96%
EBA
513
Eagle Bay Advisors
New York
$1.26K 6 -2 -25%
KFP
514
KB Financial Partners
New Jersey
$1K 7 – –
Commonwealth Equity Services
515
Commonwealth Equity Services
Massachusetts
$910 4,352 +731 +20%
FHA
516
First Horizon Advisors
Tennessee
$837 4 – –
GBT
517
Grove Bank & Trust
Florida
$837 4 – –
UFF
518
USA Financial Formulas
Michigan
$837 4 +4 New
PWMG
519
Prestige Wealth Management Group
New Jersey
$635 3 – –
SWA
520
Sutton Wealth Advisors
Florida
$627 3 -587 -99%
BAAM
521
Baker Avenue Asset Management
California
$627 3 -1 -25%
CA
522
Clearstead Advisors
Ohio
$419 2 -87 -98%
TWA
523
TCI Wealth Advisors
Arizona
$419 2 – –
CAC
524
Core Alternative Capital
Georgia
$418 2 +2 New
ECM
525
Everence Capital Management
Indiana
$280 1,340 – –
19 20
21
22 23