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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$1.36B
4
American Century Companies
4
American Century Companies
Missouri
$112M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
526
AlphaQuest
New York
$1.22K +$1.22K +5 New
BIA
527
Bell Investment Advisors
California
$980 – – –
AAP
528
Arax Advisory Partners
Colorado
$980 +$980 +4 New
HI
529
Harbour Investments
Wisconsin
$979 -$1.71K -7 -64%
SWM
530
Spire Wealth Management
Virginia
$979 – – –
PWMG
531
Prestige Wealth Management Group
New Jersey
$742 – – –
JWA
532
JFS Wealth Advisors
Pennsylvania
$735 -$490 -2 -40%
S
533
Sachetta
Massachusetts
$501 – – –
MA
534
MCF Advisors
Kentucky
$495 +$495 +2 New
VCM
535
Versant Capital Management
Arizona
$490 – – –
CTA
536
Colonial Trust Advisors
South Carolina
$245 – – –
TCM
537
TD Capital Management
Tennessee
$245 +$245 +1 New
WWP
538
WR Wealth Planners
Missouri
$245 +$245 +1 New
BF
539
BOK Financial
Oklahoma
$240 -$240 -1 -50%
FIA
540
FNY Investment Advisers
New York
$1 -$15 -103 -94%
DWM
541
Dogwood Wealth Management
Kansas
$1 -$2 – –
ECM
542
ExodusPoint Capital Management
New York
– -$30.7M -123,790 Closed
KHCM
543
Kettle Hill Capital Management
New York
– -$11.9M -48,047 Closed
Capital Fund Management (CFM)
544
Capital Fund Management (CFM)
France
– -$9.71M -39,172 Closed
Alyeska Investment Group
545
Alyeska Investment Group
Illinois
– -$7.99M -32,231 Closed
OAC
546
OMERS Administration Corp
Ontario, Canada
– -$7.07M -28,500 Closed
AM
547
AGF Management
Ontario, Canada
– -$3.23M -13,040 Closed
SDIC
548
South Dakota Investment Council
South Dakota
– -$2.88M -11,633 Closed
Nomura Holdings
549
Nomura Holdings
Japan
– -$2.82M -11,389 Closed
JAM
550
JLP Asset Management
New York
– -$2.8M -11,300 Closed
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