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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.

New
Increased
Maintained
Reduced
Closed
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 %
X
201
Xponance
Pennsylvania
$2.47M +$200K +818 +9%
Schroder Investment Management Group
202
Schroder Investment Management Group
United Kingdom
$2.41M +$482K +1,969 +25%
AC
203
Allstate Corporation
Illinois
$2.31M +$641K +2,619 +38%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$2.25M -$66.1K -270 -3%
CIBC Asset Management
205
CIBC Asset Management
Ontario, Canada
$2.23M +$66.1K +270 +3%
GF
206
Gries Financial
Ohio
$2.13M +$2.13M +8,707 New
QP
207
Quilter Plc
United Kingdom
$2.12M +$223K +909 +12%
Fidelity International
208
Fidelity International
Bermuda
$2.07M -$85.7K -350 -4%
LA
209
LM Advisors
California
$2.07M -$40.2K -164 -2%
MOACM
210
Mutual of America Capital Management
New York
$2.06M -$42.1K -172 -2%
Osaic Holdings
211
Osaic Holdings
Arizona
$2.05M -$364K -1,488 -15%
HV
212
HST Ventures
Utah
$2.05M +$2.05M +8,355 New
CSIC
213
Clifford Swan Investment Counsel
California
$2.02M -$110K -450 -5%
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$2.02M -$259K -1,058 -11%
M&T Bank
215
M&T Bank
New York
$1.93M -$45.3K -185 -2%
CAM
216
Cozad Asset Management
Illinois
$1.92M +$393K +1,605 +26%
Rafferty Asset Management
217
Rafferty Asset Management
New York
$1.88M -$228K -932 -11%
BCIM
218
British Columbia Investment Management
British Columbia, Canada
$1.88M +$67.3K +275 +4%
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.87M -$16.4K -67 -0.9%
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$1.85M +$72.7K +297 +4%
LIP
221
Lighthouse Investment Partners
Florida
$1.84M +$734K +3,000 +67%
PS
222
Pensionfund Sabic
Netherlands
$1.65M +$318K +1,300 +24%
DZ Bank
223
DZ Bank
Germany
$1.65M – – –
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$1.64M -$124K -508 -7%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$1.6M -$62.9K -257 -4%
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