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Essex Property Trust
ESS

Overview Fund Activity

543 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+24
Holders Change %
+4.62%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
176
Reduced
214
Closed
49
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$762M
2
Morgan Stanley
2
Morgan Stanley
New York
$373M
3
Deutsche Bank
3
Deutsche Bank
Germany
$179M
4
Norges Bank
4
Norges Bank
Norway
$675M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$133M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$298K
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$8.53M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$527M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$58.9M
5
Northern Trust
5
Northern Trust
Illinois
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$15.4M +$15.4M +62,300 New
Franklin Resources
77
Franklin Resources
California
$15.4M +$1.46M +5,887 +10%
PHAM
78
Pacific Heights Asset Management
California
$14.9M – – –
AAIM
79
American Assets Investment Management
California
$14.8M – – –
MYAM
80
Meiji Yasuda Asset Management
Japan
$14.5M -$4.95M -19,946 -25%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$14.2M -$5.04M -20,316 -26%
URS
82
Utah Retirement Systems
Utah
$14M +$7.12M +28,718 +103%
DSA
83
Davis Selected Advisers
Arizona
$13.8M -$357K -1,440 -3%
Wells Fargo
84
Wells Fargo
California
$13.8M -$293K -1,180 -2%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$13.8M -$2.35M -9,466 -15%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$13.5M +$353K +1,426 +3%
ACM
87
Adelante Capital Management
California
$13.3M -$28.5M -115,052 -68%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$13.3M -$91K -367 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.2M +$10.8M +43,582 +454%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.9M +$502K +2,026 +4%
EARNEST Partners
91
EARNEST Partners
Georgia
$12.9M +$485K +1,956 +4%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$12.4M – – –
KBC Group
93
KBC Group
Belgium
$12.4M +$1.81M +7,312 +17%
Victory Capital Management
94
Victory Capital Management
Texas
$12.2M +$1.23M +4,943 +11%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$12.1M +$8.02M +32,362 +195%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$11.9M -$1.27M -5,132 -10%
KHCM
97
Kettle Hill Capital Management
New York
$11.9M +$11.9M +48,047 New
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$11.6M -$762K -3,075 -6%
Prudential Financial
99
Prudential Financial
New Jersey
$11.6M -$2.32M -9,699 -17%
Pictet Asset Management
100
Pictet Asset Management
Switzerland
$11.2M +$264K +1,066 +2%
2 3
4
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