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Essex Property Trust
ESS

Overview Fund Activity

540 hedge funds and large institutions have $15.4B invested in Essex Property Trust in 2024 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 179 reducing their positions, and 55 closing their positions.

Holders
540
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
7.83%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
57
Increased
205
Reduced
179
Closed
55
Calls
$21.9M
Puts
$30.5M
Net Calls
-$8.65M
Net Calls Change
-$6.44M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.23B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$244M
3
HRES
3
Heitman Real Estate Securities
Illinois
$63.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$237M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$449M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$314M
2
Morgan Stanley
2
Morgan Stanley
New York
$171M
3
State Street
3
State Street
Massachusetts
$1.36B
4
American Century Companies
4
American Century Companies
Missouri
$112M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
151
Gotham Asset Management
New York
$5.07M +$1.58M +6,450 +45%
Truist Financial
152
Truist Financial
North Carolina
$5.06M +$1.25M +5,089 +33%
QCM
153
Quantinno Capital Management
New York
$5.05M +$1.1M +4,500 +28%
First Trust Advisors
154
First Trust Advisors
Illinois
$4.88M +$2.98M +12,160 +156%
NYLIM
155
New York Life Investment Management
New York
$4.72M -$93.5K -382 -2%
DIA
156
Dean Investment Associates
Ohio
$4.71M -$245 -1 -0%
GC
157
Guggenheim Capital
Illinois
$4.7M -$651K -2,661 -12%
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$4.57M +$245 +1 +0%
ASRS
159
Arizona State Retirement System
Arizona
$4.32M +$3.43K +14 +0.1%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
$4.3M +$409K +1,671 +11%
SOMRS
161
State of Michigan Retirement System
Michigan
$4.3M – – –
Swedbank
162
Swedbank
Sweden
$4.3M +$429K +1,753 +11%
SP
163
Sarasin & Partners
United Kingdom
$4.17M – – –
Natixis Advisors
164
Natixis Advisors
Massachusetts
$4.15M -$1.3M -5,330 -24%
AIG
165
American International Group
New York
$4.11M -$10.3K -42 -0.2%
AIM
166
Achmea Investment Management
Netherlands
$3.97M – – –
NAM
167
Nissay Asset Management
Japan
$3.89M +$99.4K +406 +3%
KC
168
Kinloch Capital
Virginia
$3.89M +$780K +3,187 +25%
LIM
169
Loudon Investment Management
New Hampshire
$3.87M – – –
DAS
170
Diversify Advisory Services
Utah
$3.79M +$3.79M +15,795 New
BFA
171
Bright Financial Advisors
Michigan
$3.76M +$3.76M +11,943 New
Envestnet Portfolio Solutions
172
Envestnet Portfolio Solutions
Illinois
$3.7M +$547K +2,233 +17%
HighTower Advisors
173
HighTower Advisors
Illinois
$3.7M -$146K -602 -4%
MIM
174
MetLife Investment Management
New Jersey
$3.68M -$134K -549 -4%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$3.67M -$203K -783 -5%
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