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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$510M
2
RC
2
Resolution Capital
Australia
$196M
3
American Century Companies
3
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$285M
5
GA
5
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
2
Macquarie Group
Australia
$14.9M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
551
Jump Financial
Illinois
– -$408K -1,950 Closed
XT
552
XTX Topco
Cayman Islands
– -$401K -1,916 Closed
BC
553
Bridgefront Capital
Texas
– -$367K -1,756 Closed
BFM
554
Boothbay Fund Management
New York
– -$350K -1,673 Closed
MFS
555
Mirabella Financial Services
United Kingdom
– -$329K -1,571 Closed
FAT
556
First American Trust
California
– -$307K -1,470 Closed
TC
557
TwinBeech Capital
New York
– -$302K -1,446 Closed
TSS
558
Two Sigma Securities
New York
– -$296K -1,416 Closed
BL
559
Balentine LLC
Georgia
– -$275K -1,314 Closed
EW
560
Evoke Wealth
California
– -$266K -1,259 Closed
CC
561
Cipher Capital
New York
– -$233K -1,116 Closed
Rockefeller Capital Management
562
Rockefeller Capital Management
New York
– -$230K -1,101 Closed
SFG
563
Sovereign Financial Group
Connecticut
– -$212K -1,013 Closed
CT
564
Cambridge Trust
Massachusetts
– -$90.8K -434 Closed
HT
565
Headlands Technologies
Illinois
– -$50.4K -241 Closed
UAML
566
US Asset Management LLC
Pennsylvania
– -$45K -213 Closed
First Manhattan
567
First Manhattan
New York
– -$38.7K -185 Closed
AAS
568
Ameritas Advisory Services
Nebraska
– -$37.7K -178 Closed
ASN
569
Advisory Services Network
Georgia
– -$32.4K -155 Closed
OCM
570
Orion Capital Management
California
– -$20.9K -100 Closed
BAM
571
Belpointe Asset Management
Nevada
– -$6.91K -33 Closed
CFGS
572
Concourse Financial Group Securities
Alabama
– -$5.92K -28 Closed
Point72 Asset Management
573
Point72 Asset Management
Connecticut
– -$2.63K -13 Closed
BWM
574
BerganKDV Wealth Management
Minnesota
– -$1.75K -8 Closed
CAC
575
Core Alternative Capital
Georgia
– -$418 -2 Closed
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