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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 %
AWM
551
Avior Wealth Management
Nebraska
$1.63K 6 -10 -63%
DF
552
Dunhill Financial
United Kingdom
$1.39K 5 – –
WPA
553
West Paces Advisors
Georgia
$1.36K 5 – –
PWMG
554
Private Wealth Management Group
New Jersey
$1.36K 5 – –
BWP
555
Baldwin Wealth Partners
Massachusetts
$1.36K 5 +5 New
S
556
Sachetta
Massachusetts
$1.12K 4 +2 +100%
HI
557
Harbour Investments
Wisconsin
$1.09K 4 – –
BIA
558
Bell Investment Advisors
California
$1.09K 4 – –
IFAM
559
Institutional & Family Asset Management
Colorado
$1.09K 4 +4 New
CWP
560
Concord Wealth Partners
Virginia
$1.09K 4 +4 New
AssetMark Inc
561
AssetMark Inc
California
$1.09K 4 +4 New
PWMG
562
Prestige Wealth Management Group
New Jersey
$824 3 – –
IC
563
Innealta Capital
Texas
$817 3 +3 New
MA
564
MCF Advisors
Kentucky
$550 2 – –
JWA
565
JFS Wealth Advisors
Pennsylvania
$545 2 -1 -33%
GWM
566
Geneos Wealth Management
Colorado
$544 2 -4 -67%
SWM
567
Spire Wealth Management
Virginia
$544 2 -2 -50%
TCM
568
TD Capital Management
Tennessee
$275 1 – –
TWC
569
TD Waterhouse Canada
Ontario, Canada
$273 1 +1 New
CPG
570
Cornerstone Planning Group
New Jersey
$273 1 +1 New
LFG
571
Larson Financial Group
Missouri
$272 1 -307 -100%
BF
572
BOK Financial
Oklahoma
$272 1 – –
UWS
573
Unique Wealth Strategies
Illinois
$245 1 +1 New
DWM
574
Dogwood Wealth Management
Kansas
– – – –
SSA
575
Schonfeld Strategic Advisors
New York
– – -111,795 Closed
21 22
23
24 25