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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 %
IA
526
IFP Advisors
Florida
$8.17K 30 +3 +11%
RCM
527
Raleigh Capital Management
North Carolina
$7.62K 28 +4 +17%
EWA
528
EverSource Wealth Advisors
Alabama
$7.52K 27 +5 +23%
MCM
529
Manchester Capital Management
Vermont
$6.81K 25 – –
MCM
530
MV Capital Management
Maryland
$6.53K 24 +4 +20%
IRC
531
Investors Research Corp
Georgia
$5.99K 22 – –
TLCM
532
Twin Lakes Capital Management
California
$5.89K 22 +1 +5%
AAP
533
Arax Advisory Partners
Colorado
$5.72K 21 +17 +425%
VAG
534
VisionPoint Advisory Group
Texas
$5.72K 21 -9 -30%
FFO
535
Fortitude Family Office
Arizona
$5.17K 19 – –
CA
536
Crewe Advisors
Utah
$5.17K 19 – –
CFO
537
CVA Family Office
Colorado
$5.17K 19 +14 +280%
NA
538
NewEdge Advisors
Louisiana
$4.69K 17 -2 -11%
AIM
539
Anchor Investment Management
South Carolina
$4.63K 17 – –
AWM
540
Abound Wealth Management
Tennessee
$4.09K 15 – –
CFB
541
Cullen/Frost Bankers
Texas
$4.08K 15 -4 -21%
FIA
542
FNY Investment Advisers
New York
$4K 17 +10 +143%
RTL
543
Red Tortoise LLC
Georgia
$3.54K 13 – –
SC
544
Stephens Consulting
Michigan
$3.27K 12 – –
AIC
545
Archer Investment Corporation
Indiana
$2.72K 10 – –
ZB
546
Zions Bancorporation
Utah
$2.45K 9 -11 -55%
GC
547
Globeflex Capital
California
$2.45K 9 – –
FNWA
548
Financial Network Wealth Advisors
Utah
$2.21K 8 +8 New
EBA
549
Eagle Bay Advisors
New York
$1.65K 6 – –
TFM
550
TFC Financial Management
Massachusetts
$1.63K 6 – –
20 21
22
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