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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 %
LNC
601
Lincoln National Corp
Pennsylvania
– – -967 Closed
SW
602
SVB Wealth
Massachusetts
– – -937 Closed
CCG
603
Cypress Capital Group
Florida
– – -862 Closed
BCI
604
Brinker Capital Investments
Pennsylvania
– – -841 Closed
OPS
605
Orion Portfolio Solutions
Nebraska
– – -841 Closed
WA
606
WESPAC Advisors
California
– – -840 Closed
VL
607
Vima LLC
Michigan
– – -211 Closed
CA
608
CoreCap Advisors
Michigan
– – -162 Closed
OCM
609
Orion Capital Management
California
– – -100 Closed
HWA
610
HHM Wealth Advisors
Tennessee
– – -41 Closed
DSA
611
Davis Selected Advisers
Arizona
$0 46,271 -40 -0.1%
MFC
612
Mechanics Financial Corp
Ohio
– – -25 Closed
RL
613
Rogco LP
Oklahoma
– – -21 Closed
BWL
614
Bogart Wealth LLC
Virginia
– – -9 Closed
T
615
Tidemark
California
– – -6 Closed
JPWM
616
Jamison Private Wealth Management
Georgia
– – -5 Closed
A
617
AlphaQuest
New York
– – -5 Closed
CTA
618
Colonial Trust Advisors
South Carolina
– – -1 Closed
WWP
619
WR Wealth Planners
Missouri
– – -1 Closed
CFGS
620
Concourse Financial Group Securities
Alabama
– – – –
BBP
621
Banco BTG Pactual
Brazil
– – – –
HT
622
HAP Trading
New York
– – – –
Twin Tree Management
623
Twin Tree Management
Texas
– – – –
Group One Trading
624
Group One Trading
Illinois
– – – –
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