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Essex Property Trust
ESS

Overview Fund Activity

519 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 171 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-6
Holders Change %
-1.14%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
48
Increased
171
Reduced
210
Closed
50
Calls
$25.7M
Puts
$14.7M
Net Calls
+$11.1M
Net Calls Change
-$3.95M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$110M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$323M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$45.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$44.3M
5
Cohen & Steers
Cohen & Steers
New York
$497M

Top Sellers

1
State Street
State Street
Massachusetts
$1.25B
2
RIM
Rush Island Management
New York
$0
3
PI
PGGM Investments
Netherlands
$76.8M
4
WCP
Waterfront Capital Partners
New York
$0
5
LIMS
Lasalle Investment Management Securities
Maryland
$62.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
501
Sutton Wealth Advisors
Florida
$2.33K +$1.7K +8 +267%
BIA
502
Bell Investment Advisors
California
$2.12K -$424 -2 -17%
AIC
503
Archer Investment Corporation
Indiana
$2.12K – – –
HI
504
Harbour Investments
Wisconsin
$1.95K – – –
GC
505
Globeflex Capital
California
$1.91K – – –
WPA
506
West Paces Advisors
Georgia
$1.7K – – –
PTC
507
Private Trust Company
Ohio
$1.49K +$1.49K +7 New
EBA
508
Eagle Bay Advisors
New York
$1.27K – – –
NC
509
NewSquare Capital
Pennsylvania
$1.27K +$1.27K +6 New
SVCP
510
Silicon Valley Capital Partners
California
$1.07K – – –
TFM
511
TFC Financial Management
Massachusetts
$1.06K – – –
GI
512
Gradient Investments
Minnesota
$1.06K -$27.6K -130 -96%
PWMG
513
Prestige Wealth Management Group
New Jersey
$644 – – –
ECM
514
Everence Capital Management
Indiana
$594 +$310 +1,460 +109%
BF
515
BOK Financial
Oklahoma
$428 -$37.9K -177 -99%
UFF
516
USA Financial Formulas
Michigan
$424 -$424 -2 -50%
PCTC
517
Perkins Coie Trust Company
Washington
$424 +$424 +2 New
VCM
518
Versant Capital Management
Arizona
$212 – – –
RIM
519
Rush Island Management
New York
– -$129M -548,925 Closed
WCP
520
Waterfront Capital Partners
New York
– -$51.9M -221,442 Closed
GA
521
GRS Advisors
Illinois
– -$24.7M -105,207 Closed
AAF
522
Andra AP-fonden
Sweden
– -$6.72M -28,700 Closed
MAM
523
Meeder Asset Management
Ohio
– -$6.02M -25,707 Closed
AMM
524
American Money Management
California
– -$4.03M -17,202 Closed
MNG
525
Manning & Napier Group
New York
– -$3.43M -14,636 Closed
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