ESS icon

Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
ST
501
Smithfield Trust
Pennsylvania
$18K 66 – –
MA
502
Montag & Associates
Georgia
$16.2K 59 – –
PPC
503
Park Place Capital
Alabama
$16.1K 59 – –
DWS
504
Dynamic Wealth Strategies
California
$15K 56 – –
AP
505
Aspect Partners
Virginia
$15K 55 – –
C
506
Covestor
United Kingdom
$14K 52 – –
PI
507
PEAK6 Investments
Illinois
$13.7K 50 -2,935 -98%
PMFA
508
Plante Moran Financial Advisors
Michigan
$13.6K 50 – –
SAM
509
Smartleaf Asset Management
Massachusetts
$13.1K 48 +7 +17%
SWA
510
SOA Wealth Advisors
New York
$12.5K 46 – –
HNB
511
Hilltop National Bank
Wyoming
$12K 44 – –
CA
512
Clearstead Advisors
Ohio
$12K 44 – –
FMII
513
Farmers & Merchants Investments Inc
Nebraska
$12K 44 – –
TPCW
514
TD Private Client Wealth
New York
$11.4K 42 -7 -14%
BSB
515
Bangor Savings Bank
Maine
$11.4K 42 – –
DMBA
516
Deseret Mutual Benefit Administrators
Utah
$10.6K 39 -20 -34%
SPIA
517
Steward Partners Investment Advisory
New York
$10.1K 37 -44 -54%
MLA
518
MB, Levis & Associates
Pennsylvania
$10.1K 37 – –
MAM
519
Meeder Asset Management
Ohio
$10.1K 37 +37 New
GKIM
520
GW&K Investment Management
Massachusetts
$10K 35 +4 +13%
HFS
521
Hantz Financial Services
Michigan
$10K 38 +38 New
ETC
522
Exchange Traded Concepts
Oklahoma
$9.8K 36 +36 New
GI
523
Gradient Investments
Minnesota
$8.98K 33 +33 New
OWA
524
Opal Wealth Advisors
New York
$8.71K 32 +32 New
GIS
525
Grayhawk Investment Strategies
Alberta, Canada
$8.17K 30 – –
19 20
21
22 23