ESS icon

Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$510M
2
RC
2
Resolution Capital
Australia
$196M
3
American Century Companies
3
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$285M
5
GA
5
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
2
Macquarie Group
Australia
$14.9M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
501
Red Tortoise LLC
Georgia
$3.05K – – –
BIA
502
Bell Investment Advisors
California
$2.81K +$469 +2 +20%
NA
503
NewEdge Advisors
Louisiana
$2.34K -$5.39K -23 -70%
AIC
504
Archer Investment Corporation
Indiana
$2.34K +$2.34K +10 New
HI
505
Harbour Investments
Wisconsin
$2.13K -$3.79K -16 -64%
GC
506
Globeflex Capital
California
$2.11K +$2.11K +9 New
KFP
507
KB Financial Partners
New Jersey
$2K – – –
FA
508
Fiduciary Alliance
South Carolina
$1.94K +$1.94K +8 New
RAM
509
Riggs Asset Management
Pennsylvania
$1.88K +$1.88K +8 New
WPA
510
West Paces Advisors
Georgia
$1.87K – – –
BAAM
511
Baker Avenue Asset Management
California
$1.64K +$937 +4 +133%
EBA
512
Eagle Bay Advisors
New York
$1.41K – – –
TFM
513
TFC Financial Management
Massachusetts
$1.17K -$6.33K -27 -84%
SVCP
514
Silicon Valley Capital Partners
California
$1.17K +$1.17K +5 New
SIA
515
SkyView Investment Advisors
New Jersey
$1K +$667 +2 +200%
BG
516
Bollard Group
Massachusetts
$1K +$1K +5 New
UFF
517
USA Financial Formulas
Michigan
$937 – – –
GBT
518
Grove Bank & Trust
Florida
$937 – – –
FHA
519
First Horizon Advisors
Tennessee
$937 – – –
M
520
MOTCO
Texas
$937 +$937 +4 New
PWMG
521
Prestige Wealth Management Group
New Jersey
$710 – – –
SWA
522
Sutton Wealth Advisors
Florida
$703 – – –
VCM
523
Versant Capital Management
Arizona
$234 – – –
FGAM
524
Financial Gravity Asset Management
Texas
$37 +$37 +234 New
Adage Capital Partners
525
Adage Capital Partners
Massachusetts
– -$8.42M -40,261 Closed
19 20
21
22 23