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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 %
PF
651
Phoenix Financial
Israel
– -$234K -790 Closed
SFI
652
Siemens Fonds Invest
Germany
– -$207K -702 Closed
CW
653
Code Waechter
Florida
– -$207K -700 Closed
IIC
654
Ironwood Investment Counsel
Arizona
– -$207K -700 Closed
AIS
655
American Investment Services
Massachusetts
– -$204K -692 Closed
SCA
656
Snowden Capital Advisors
New York
– -$205K -688 Closed
LWM
657
Liberty Wealth Management
California
– -$201K -681 Closed
FFP
658
FourThought Financial Partners
Florida
– -$201K -680 Closed
HFM
659
Harvest Fund Management
China
– -$200K -678 Closed
CFM
660
Catalyst Funds Management
Australia
– -$148K -500 Closed
Optiver Holding
661
Optiver Holding
Netherlands
– -$142K -479 Closed
FDCP
662
Foster Dykema Cabot & Partners
Massachusetts
– -$131K -439 Closed
PS
663
Planned Solutions
California
– -$90.1K -305 Closed
JIP
664
Jaffetilchin Investment Partners
Florida
– -$44.2K -150 Closed
DWS
665
Dynamic Wealth Strategies
California
– -$34K -114 Closed
Twin Tree Management
666
Twin Tree Management
Texas
– -$16.8K -57 Closed
DMBA
667
Deseret Mutual Benefit Administrators
Utah
– -$11.5K -39 Closed
ATS
668
Ashton Thomas Securities
New York
– -$10.6K -36 Closed
CPA
669
Capital Performance Advisors
California
– -$6.5K -22 Closed
CA
670
Crewe Advisors
Utah
– -$5.61K -19 Closed
GC
671
Globeflex Capital
California
– -$5.32K -18 Closed
KA
672
Kozak & Associates
Colorado
– -$3.6K -12 Closed
SC
673
Stephens Consulting
Michigan
– -$3.55K -12 Closed
RWM
674
Reston Wealth Management
Virginia
– -$2.69K -9 Closed
FNWA
675
Financial Network Wealth Advisors
Utah
– -$1.18K -4 Closed
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