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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
1
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$244M
3
HRES
3
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$1.36B
4
American Century Companies
4
American Century Companies
Missouri
$112M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
576
Sequoia Financial Advisors
Ohio
– -$286K -1,154 Closed
MNBTD
577
Moody National Bank Trust Division
Texas
– -$265K -1,069 Closed
TSS
578
Two Sigma Securities
New York
– -$234K -945 Closed
MA
579
Mutual Advisors
Nebraska
– -$230K -929 Closed
VEA
580
Virtus ETF Advisers
New York
– -$230K -927 Closed
HWA
581
Heritage Wealth Advisors
Virginia
– -$166K -668 Closed
Lazard Asset Management
582
Lazard Asset Management
New York
– -$112K -455 Closed
SIM
583
Sentry Investment Management
Wisconsin
– -$84K -337 Closed
GWS
584
Glassman Wealth Services
Virginia
– -$78.6K -317 Closed
PS
585
Planned Solutions
California
– -$75.6K -305 Closed
ASN
586
Advisory Services Network
Georgia
– -$62.7K -253 Closed
SSG
587
Summit Securities Group
New York
– -$25K -100 Closed
TCWA
588
Turtle Creek Wealth Advisors
Texas
– -$20.1K -81 Closed
DI
589
DAGCO Inc
Ohio
– -$18.3K -74 Closed
PA
590
Paralel Advisors
Colorado
– -$10.9K -44 Closed
PVH
591
Psagot Value Holdings
Israel
– -$4K -14 Closed
LF
592
Lee Financial
Texas
– -$2.5K -10 Closed
QC
593
Quent Capital
New York
– -$1.24K -5 Closed
GI
594
Gradient Investments
Minnesota
– -$1.24K -5 Closed
AT
595
Arlington Trust
Alabama
– -$992 -4 Closed
TWC
596
TD Waterhouse Canada
Ontario, Canada
– -$244 -1 Closed
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