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Essex Property Trust
ESS

Overview Fund Activity

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
State Street
2
State Street
Massachusetts
$1.42B
3
RIM
3
Rush Island Management
New York
$108M
4
RC
4
Resolution Capital
Australia
$144M
5
HRES
5
Heitman Real Estate Securities
Illinois
$56.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$28.6M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$100M
5
Goldman Sachs
5
Goldman Sachs
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WVP
551
Worth Venture Partners
New Jersey
– – -635 Closed
Capstone Investment Advisors
552
Capstone Investment Advisors
New York
– – -448 Closed
HNWAG
553
High Net Worth Advisory Group
Florida
– – -251 Closed
FGAM
554
Financial Gravity Asset Management
Texas
– – -212 Closed
PFC
555
Phocas Financial Corp
California
– – -200 Closed
CAL
556
Capital Advisors Ltd
Ohio
– – -140 Closed
OWA
557
One Wealth Advisors
California
– – -96 Closed
CS
558
Comerica Securities
Michigan
– – -63 Closed
FPFS
559
First Personal Financial Services
North Carolina
– – -49 Closed
MCC
560
Money Concepts Capital
Florida
– – -10 Closed
FA
561
Fiduciary Alliance
South Carolina
– – -8 Closed
ANBT
562
American National Bank & Trust
Texas
– – -7 Closed
EE
563
EWG Elevate
California
– – -7 Closed
MA
564
MCF Advisors
Kentucky
– – -5 Closed
PTC
565
Private Trust Company
Ohio
– – -4 Closed
JFGIW
566
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -4 Closed
DFCM
567
Dark Forest Capital Management
Puerto Rico
– – -3 Closed
AssetMark Inc
568
AssetMark Inc
California
– – -3 Closed
EI
569
Ellevest Inc
New York
– – -3 Closed
JWM
570
Janiczek Wealth Management
Colorado
– – -3 Closed
AWM
571
Accurate Wealth Management
Florida
– – -2 Closed
AA
572
Addison Advisors
Vermont
– – -1 Closed
Simplex Trading
573
Simplex Trading
Illinois
– – – –
Twin Tree Management
574
Twin Tree Management
Texas
– – – –
SIA
575
SkyView Investment Advisors
New Jersey
$0 1 +1 New
19 20 21 22
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