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Essex Property Trust
ESS

Overview Fund Activity

557 hedge funds and large institutions have $21.5B invested in Essex Property Trust in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 214 increasing their positions, 194 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.81%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
65
Increased
214
Reduced
194
Closed
56
Calls
$51.4M
Puts
$4.91M
Net Calls
+$46.5M
Net Calls Change
+$30.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
2
State Street
State Street
Massachusetts
+$110M
3
Boston Partners
Boston Partners
Massachusetts
+$89.3M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$74M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$70.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$144M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$95.3M
3
BlackRock
BlackRock
New York
-$82.9M
4
CIM
Centersquare Investment Management
Pennsylvania
-$48.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$47.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
526
Financial Management Professionals
Texas
$4K +$2.46K +8 +160%
T
527
TCWP
Ohio
$4K +$4K +14 New
ED
528
Exane Derivatives
France
$3.11K – – –
CI Investments Inc
529
CI Investments Inc
Ontario, Canada
$3K – – –
CWM
530
Cranbrook Wealth Management
Michigan
$3K – – –
BWM
531
BerganKDV Wealth Management
Minnesota
$3K – – –
EWA
532
EverSource Wealth Advisors
Alabama
$3K +$1.67K +5 +125%
FIA
533
FNY Investment Advisers
New York
$3K +$1.64K +6 +120%
GRP
534
Global Retirement Partners
California
$3K +$3K +10 New
WPA
535
West Paces Advisors
Georgia
$2.76K – – –
FGAM
536
Financial Gravity Asset Management
Texas
$2.27K +$2.27K +6,210 New
LWCFA
537
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
VCM
538
Versant Capital Management
Arizona
$2K – – –
PFS
539
Prospera Financial Services
Texas
$2K +$2K +5 New
GKIM
540
GW&K Investment Management
Massachusetts
$2K +$2K +6 New
UFF
541
USA Financial Formulas
Michigan
$1K -$972K -3,888 -100%
TFO
542
Tarbox Family Office
California
$1K -$3.67K -11 -79%
JWM
543
Janiczek Wealth Management
Colorado
$1K – – –
TWA
544
TCI Wealth Advisors
Arizona
$1K – – –
S
545
Surevest
California
$1K – – –
AWM
546
Avior Wealth Management
Nebraska
$1K – – –
PWMG
547
Prestige Wealth Management Group
New Jersey
$1K – – –
CAC
548
Core Alternative Capital
Georgia
$1K – – –
BBPWM
549
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +2 New
MCC
550
Money Concepts Capital
Florida
$1K +$1K +2 New
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