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Essex Property Trust
ESS

Overview Fund Activity

543 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+24
Holders Change %
+4.62%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
176
Reduced
214
Closed
49
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$762M
2
Morgan Stanley
2
Morgan Stanley
New York
$373M
3
Deutsche Bank
3
Deutsche Bank
Germany
$179M
4
Norges Bank
4
Norges Bank
Norway
$675M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$133M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$298K
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$8.53M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$527M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$58.9M
5
Northern Trust
5
Northern Trust
Illinois
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
501
Quarry LP
New York
$5.95K -$5.95K -24 -50%
EWA
502
EverSource Wealth Advisors
Alabama
$5.95K -$1.24K -5 -17%
IRC
503
Investors Research Corp
Georgia
$5.46K – – –
TLCM
504
Twin Lakes Capital Management
California
$5.26K – – –
MCM
505
MV Capital Management
Maryland
$4.96K -$2.98K -12 -38%
ZB
506
Zions Bancorporation
Utah
$4.96K – – –
NA
507
NewEdge Advisors
Louisiana
$4.73K +$498 +2 +12%
CFB
508
Cullen/Frost Bankers
Texas
$4.71K – – –
FFO
509
Fortitude Family Office
Arizona
$4.71K +$4.71K +19 New
AIM
510
Anchor Investment Management
South Carolina
$4.22K – – –
PVH
511
Psagot Value Holdings
Israel
$4K +$4K +14 New
UB
512
UMB Bank
Missouri
$3.97K -$3.22K -13 -45%
AWM
513
Abound Wealth Management
Tennessee
$3.72K – – –
RTL
514
Red Tortoise LLC
Georgia
$3.22K – – –
RCM
515
Raleigh Capital Management
North Carolina
$3.22K +$3.22K +13 New
SC
516
Stephens Consulting
Michigan
$2.98K +$2.98K +12 New
HI
517
Harbour Investments
Wisconsin
$2.8K +$509 +2 +22%
LF
518
Lee Financial
Texas
$2.5K +$2.5K +10 New
AIC
519
Archer Investment Corporation
Indiana
$2.48K – – –
GC
520
Globeflex Capital
California
$2.23K – – –
PTC
521
Private Trust Company
Ohio
$1.49K -$248 -1 -14%
EBA
522
Eagle Bay Advisors
New York
$1.49K – – –
T
523
Tidemark
California
$1.49K +$1.49K +6 New
QC
524
Quent Capital
New York
$1.24K -$10.4K -42 -89%
WPA
525
West Paces Advisors
Georgia
$1.24K -$744 -3 -38%
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