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Essex Property Trust
ESS

Overview Fund Activity

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$244M
3
HRES
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$1.36B
4
American Century Companies
American Century Companies
Missouri
$112M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RL
501
Rogco LP
Oklahoma
$5.14K -$45.8K -187 -90%
MCM
502
MV Capital Management
Maryland
$4.9K – – –
ZB
503
Zions Bancorporation
Utah
$4.9K – – –
NA
504
NewEdge Advisors
Louisiana
$4.69K – – –
CA
505
Crewe Advisors
Utah
$4.65K +$4.65K +19 New
CFB
506
Cullen/Frost Bankers
Texas
$4.65K – – –
FFO
507
Fortitude Family Office
Arizona
$4.65K – – –
AIM
508
Anchor Investment Management
South Carolina
$4.16K – – –
UB
509
UMB Bank
Missouri
$3.92K – – –
AWM
510
Avior Wealth Management
Nebraska
$3.92K +$3.18K +13 +433%
AWM
511
Abound Wealth Management
Tennessee
$3.68K – – –
RTL
512
Red Tortoise LLC
Georgia
$3.18K – – –
SC
513
Stephens Consulting
Michigan
$2.94K – – –
AIC
514
Archer Investment Corporation
Indiana
$2.45K – – –
GC
515
Globeflex Capital
California
$2.2K – – –
BWL
516
Bogart Wealth LLC
Virginia
$2.2K +$2.2K +9 New
EBA
517
Eagle Bay Advisors
New York
$1.48K – – –
GWM
518
Geneos Wealth Management
Colorado
$1.47K -$11K -45 -88%
T
519
Tidemark
California
$1.47K – – –
TFM
520
TFC Financial Management
Massachusetts
$1.47K +$245 +1 +20%
PWMG
521
Private Wealth Management Group
New Jersey
$1.23K – – –
DF
522
Dunhill Financial
United Kingdom
$1.23K +$245 +1 +25%
JPWM
523
Jamison Private Wealth Management
Georgia
$1.23K +$1.23K +5 New
WPA
524
West Paces Advisors
Georgia
$1.22K – – –
CFO
525
CVA Family Office
Colorado
$1.22K – – –
19 20
21
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