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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 %
FIA
576
FNY Investment Advisers
New York
$6K +$1.36K +5 +29%
PWA
577
Physician Wealth Advisors
Utah
$5.71K +$5.71K +20 New
TH
578
TCTC Holdings
Texas
$5.71K +$5.71K +20 New
TAM
579
Tucker Asset Management
Colorado
$5.71K +$5.71K +20 New
FFO
580
Fortitude Family Office
Arizona
$5.42K – – –
CFB
581
Cullen/Frost Bankers
Texas
$5.14K +$856 +3 +20%
QC
582
Quent Capital
New York
$5.14K +$5.14K +18 New
NA
583
NewEdge Advisors
Louisiana
$4.95K – – –
AIM
584
Anchor Investment Management
South Carolina
$4.85K – – –
AWM
585
Abound Wealth Management
Tennessee
$4.29K – – –
RTL
586
Red Tortoise LLC
Georgia
$3.71K – – –
DF
587
Dunhill Financial
United Kingdom
$3.58K +$1.1K +4 +44%
MSWM
588
Mowery & Schoenfeld Wealth Management
Illinois
$3.14K +$3.14K +11 New
LIS
589
Legacy Investment Solutions
Idaho
$2.92K +$2.92K +10 New
LWMI
590
Legacy Wealth Management (Idaho)
Idaho
$2.92K +$2.92K +10 New
HWA
591
HHM Wealth Advisors
Tennessee
$2.86K +$2.86K +10 New
AIC
592
Archer Investment Corporation
Indiana
$2.85K – – –
GBT
593
Grove Bank & Trust
Florida
$2.57K – – –
ZB
594
Zions Bancorporation
Utah
$2.57K – – –
HWM
595
Hemington Wealth Management
Virginia
$2K – – –
TFM
596
TFC Financial Management
Massachusetts
$1.71K – – –
PWMG
597
Private Wealth Management Group
New Jersey
$1.43K – – –
WCM
598
WealthTrak Capital Management
Virginia
$1.43K +$1.43K +5 New
WPA
599
West Paces Advisors
Georgia
$1.43K – – –
HI
600
Harbour Investments
Wisconsin
$1.43K – – –
22 23
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