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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 %
GI
526
Gradient Investments
Minnesota
$1.24K – – –
TFM
527
TFC Financial Management
Massachusetts
$1.24K – – –
PWMG
528
Private Wealth Management Group
New Jersey
$1.24K +$1.24K +5 New
JWA
529
JFS Wealth Advisors
Pennsylvania
$1.24K +$1.24K +5 New
CFO
530
CVA Family Office
Colorado
$1.24K +$1.24K +5 New
DF
531
Dunhill Financial
United Kingdom
$1.05K +$1.05K +4 New
BIA
532
Bell Investment Advisors
California
$992 -$1.49K -6 -60%
AT
533
Arlington Trust
Alabama
$992 +$992 +4 New
SWM
534
Spire Wealth Management
Virginia
$963 +$963 +4 New
SAM
535
Smartleaf Asset Management
Massachusetts
$758 +$758 +3 New
PWMG
536
Prestige Wealth Management Group
New Jersey
$751 – – –
AWM
537
Avior Wealth Management
Nebraska
$743 -$46.8K -189 -98%
S
538
Sachetta
Massachusetts
$501 +$501 +2 New
VCM
539
Versant Capital Management
Arizona
$496 +$248 +1 +100%
BF
540
BOK Financial
Oklahoma
$495 – – –
CTA
541
Colonial Trust Advisors
South Carolina
$248 +$248 +1 New
LFG
542
Larson Financial Group
Missouri
$248 +$248 +1 New
TWC
543
TD Waterhouse Canada
Ontario, Canada
$244 +$244 +1 New
DWM
544
Dogwood Wealth Management
Kansas
$2 – – –
Westfield Capital Management
545
Westfield Capital Management
Massachusetts
– -$31.8M -149,886 Closed
CCM
546
Cinctive Capital Management
New York
– -$7.69M -36,276 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
547
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.15M -33,723 Closed
Tudor Investment Corp
548
Tudor Investment Corp
Connecticut
– -$5.4M -25,479 Closed
TC
549
TwinBeech Capital
New York
– -$3.99M -18,801 Closed
GCA
550
GSI Capital Advisors
California
– -$3.62M -17,067 Closed
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