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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 %
RIL
601
Rothschild Investment LLC
Illinois
$1.43K +$1.43K +5 New
BIA
602
Bell Investment Advisors
California
$1.14K – – –
S
603
Sachetta
Massachusetts
$1.14K – – –
AWM
604
Avior Wealth Management
Nebraska
$1.14K – – –
PWMG
605
Prestige Wealth Management Group
New Jersey
$857 – – –
CSWM
606
Cassady Schiller Wealth Management
Ohio
$856 +$856 +3 New
SWM
607
Spire Wealth Management
Virginia
$571 – – –
AF
608
Advisornet Financial
Minnesota
$571 – – –
HWA
609
Heritage Wealth Advisors
Virginia
$571 – – –
OSNBOA
610
Old Second National Bank of Aurora
Illinois
$571 +$571 +2 New
BFPW
611
BOK Financial Private Wealth
Colorado
$571 +$571 +2 New
CT
612
Colonial Trust
South Carolina
$294 – – –
TCM
613
TD Capital Management
Tennessee
$293 – – –
EBA
614
Eagle Bay Advisors
New York
$285 -$1.43K -5 -83%
AWM
615
Activest Wealth Management
Florida
$285 +$285 +1 New
FMP
616
Financial Management Professionals
Texas
$285 +$285 +1 New
SMAM
617
Sugar Maple Asset Management
Wisconsin
$285 +$285 +1 New
NC
618
NewSquare Capital
Pennsylvania
$285 +$285 +1 New
CPG
619
Cornerstone Planning Group
New Jersey
$283 – – –
WW
620
Winnow Wealth
Texas
$277 +$277 +1 New
RWS
621
Retirement Wealth Solutions
Wisconsin
$24 – – –
TPW
622
Talon Private Wealth
Florida
$16 -$16 – –
IAIM
623
International Assets Investment Management
Florida
– -$967 -285,671 Closed
WCP
624
Waterfront Capital Partners
New York
– -$24.8M -84,025 Closed
TC
625
TwinBeech Capital
New York
– -$7.2M -24,362 Closed
23 24
25
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