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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 %
SPIA
551
Steward Partners Investment Advisory
New York
$16K +$1.43K +5 +10%
PMFA
552
Plante Moran Financial Advisors
Michigan
$14.3K – – –
C
553
Covestor
United Kingdom
$14K – – –
SWA
554
SOA Wealth Advisors
New York
$13.3K +$283 +1 +2%
TPCW
555
TD Private Client Wealth
New York
$13.1K +$285 +1 +2%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
HNB
557
Hilltop National Bank
Wyoming
$12.6K – – –
AP
558
Aspect Partners
Virginia
$12K – – –
BSB
559
Bangor Savings Bank
Maine
$12K – – –
GKIM
560
GW&K Investment Management
Massachusetts
$11K +$297 +1 +3%
Lazard Asset Management
561
Lazard Asset Management
New York
$11K +$537 +2 +5%
MLA
562
MB, Levis & Associates
Pennsylvania
$10.6K – – –
MAM
563
Meeder Asset Management
Ohio
$10.3K -$285 -1 -3%
SO
564
Sierra Ocean
California
$10.1K +$10.1K +35 New
BTI
565
Blue Trust Inc
Georgia
$8.85K -$228K -799 -96%
GIS
566
Grayhawk Investment Strategies
Alberta, Canada
$8.56K – – –
IA
567
IFP Advisors
Florida
$8.56K – – –
WA
568
WPG Advisers
Maryland
$8.56K +$8.56K +30 New
MCM
569
MV Capital Management
Maryland
$7.42K +$856 +3 +13%
ADL
570
Asset Dedication LLC
California
$7.42K +$7.42K +26 New
MCM
571
Manchester Capital Management
Vermont
$7.14K – – –
RFS
572
Richardson Financial Services
Massachusetts
$7.07K +$7.07K +25 New
CA
573
Clearstead Advisors
Ohio
$6.28K – – –
IRC
574
Investors Research Corp
Georgia
$6.28K – – –
TLCM
575
Twin Lakes Capital Management
California
$6.28K – – –
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