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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
Morgan Stanley
New York
$171M
3
State Street
State Street
Massachusetts
$1.36B
4
American Century Companies
American Century Companies
Missouri
$112M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNG
551
Manning & Napier Group
New York
– -$2.5M -10,090 Closed
BPCE
552
Bank Pictet & Cie (Europe)
Germany
– -$2.33M -9,390 Closed
BAM
553
Bosun Asset Management
Illinois
– -$2.32M -9,350 Closed
OCAM
554
Onex Canada Asset Management
Ontario, Canada
– -$2.22M -8,951 Closed
IIM
555
Intact Investment Management
Quebec, Canada
– -$2.01M -8,100 Closed
AF
556
Apexium Financial
Texas
– -$1.71M -6,900 Closed
PL
557
Perpetual Ltd
Australia
– -$1.44M -5,810 Closed
MWM
558
Moran Wealth Management
Florida
– -$1.31M -5,265 Closed
Voloridge Investment Management
559
Voloridge Investment Management
Florida
– -$783K -3,159 Closed
PP
560
Prudential plc
United Kingdom
– -$761K -3,068 Closed
MAM
561
Martingale Asset Management
Massachusetts
– -$728K -2,938 Closed
IGAM
562
iA Global Asset Management
Quebec, Canada
– -$619K -2,495 Closed
WorldQuant Millennium Advisors
563
WorldQuant Millennium Advisors
New York
– -$617K -2,490 Closed
IUHSA
564
Itau Unibanco Holding S.A.
Brazil
– -$581K -2,300 Closed
PCM
565
Prelude Capital Management
New York
– -$555K -2,237 Closed
CIC
566
Cornercap Investment Counsel
Georgia
– -$474K -1,913 Closed
UOC
567
UBS O'Connor
Illinois
– -$471K -1,900 Closed
GS
568
GTS Securities
New York
– -$464K -1,871 Closed
WCM
569
Windham Capital Management
Massachusetts
– -$423K -1,706 Closed
FI
570
FJ Investments
Utah
– -$370K -1,491 Closed
ZF
571
Zega Financial
Florida
– -$347K -1,400 Closed
Impax Asset Management Group
572
Impax Asset Management Group
United Kingdom
– -$335K -1,350 Closed
Wolverine Trading
573
Wolverine Trading
Illinois
– -$316K -1,273 Closed
KFC
574
Klingenstein Fields & Co
New York
– -$298K -1,200 Closed
PCOC
575
Power Corp of Canada
Canada
– -$287K -1,158 Closed
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