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Essex Property Trust
ESS

Overview Fund Activity

620 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
8.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
86
Increased
227
Reduced
206
Closed
57
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$322M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$163M
3
Citadel Advisors
Citadel Advisors
Florida
$183M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$55.8M
5
BlackRock
BlackRock
New York
$2B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$122M
2
Bank of America
Bank of America
North Carolina
$51.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$175M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$85.9M
5
RC
Resolution Capital
Australia
$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
PSI Advisors
Florida
$45.3K – – –
NFSG
527
Newbridge Financial Services Group
Florida
$45.1K +$45.1K +158 New
UB
528
UMB Bank
Missouri
$44K +$12K +42 +38%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$40.5K +$8.28K +29 +26%
BIG
530
Brooklyn Investment Group
New York
$40.2K +$2.57K +9 +7%
CAS
531
Coppell Advisory Solutions
Texas
$35.4K – – –
CFGS
532
Concourse Financial Group Securities
Alabama
$33.6K +$33.6K +120 New
MC
533
Muzinich & Co
New York
$33.1K – – –
LC
534
Lindbrook Capital
California
$33.1K +$2.28K +8 +7%
AAP
535
Arax Advisory Partners
Colorado
$32.5K +$4.85K +17 +18%
PTC
536
Private Trust Company
Ohio
$29.4K – – –
WTA
537
Washington Trust Advisors
Massachusetts
$28.8K – – –
T
538
TOBAM
France
$28K -$7.92K -28 -22%
PFBT
539
Parkside Financial Bank & Trust
Missouri
$27.7K -$1.71K -6 -6%
BBHC
540
Brown Brothers Harriman & Co
New York
$27.7K – – –
Simplex Trading
541
Simplex Trading
Illinois
$27K -$105K -379 -80%
AGWCA
542
Annis Gardner Whiting Capital Advisors
Florida
$26.3K – – –
CAL
543
Capital Analysts LLC
Pennsylvania
$25K +$1.72K +6 +7%
EWA
544
EverSource Wealth Advisors
Alabama
$24.7K +$5.4K +19 +28%
KIM
545
Kestra Investment Management
Texas
$24.5K +$24.5K +86 New
RCM
546
Raleigh Capital Management
North Carolina
$19.1K +$11.7K +41 +158%
ST
547
Smithfield Trust
Pennsylvania
$19K – – –
LFG
548
Larson Financial Group
Missouri
$18.8K +$1.14K +4 +6%
PPC
549
Park Place Capital
Alabama
$16.8K – – –
CFO
550
CVA Family Office
Colorado
$16.6K +$8.85K +31 +115%
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