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Essex Property Trust
ESS

Overview Fund Activity

574 hedge funds and large institutions have $16.8B invested in Essex Property Trust in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 44 closing their positions.

Holders
574
Holders Change
+34
Holders Change %
+6.3%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
83
Increased
195
Reduced
211
Closed
44
Calls
$26.3M
Puts
$7.97M
Net Calls
+$18.3M
Net Calls Change
+$27M

Top Buyers

1
DPIM
1
Duff & Phelps Investment Management
Illinois
$98.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Deutsche Bank
3
Deutsche Bank
Germany
$273M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$57.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$149M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$472M
2
UBS AM
2
UBS AM
Illinois
$23.5M
3
PI
3
PGGM Investments
Netherlands
$3.01M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$261M
5
State Street
5
State Street
Massachusetts
$1.45B
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
201
Achmea Investment Management
Netherlands
$2.33M 8,558 -7,664 -47%
GF
202
Gries Financial
Ohio
$2.32M 8,528 -179 -2%
CWM
203
CIBC World Markets
New York
$2.25M 8,267 -18,199 -69%
TRCT
204
Tower Research Capital (TRC)
New York
$2.25M 8,263 +5,840 +241%
LA
205
LM Advisors
California
$2.23M 8,191 -251 -3%
AC
206
Allstate Corporation
Illinois
$2.21M 8,101 -1,333 -14%
MOACM
207
Mutual of America Capital Management
New York
$2.2M 8,099 -319 -4%
M&T Bank
208
M&T Bank
New York
$2.18M 8,019 +149 +2%
CSIC
209
Clifford Swan Investment Counsel
California
$2.18M 8,010 -241 -3%
MCCP
210
Mission Creek Capital Partners
California
$2.16M 7,919 +2,136 +37%
CAM
211
Cozad Asset Management
Illinois
$2.13M 7,813 -33 -0.4%
First Trust Advisors
212
First Trust Advisors
Illinois
$2.11M 7,768 -12,163 -61%
OCBCO
213
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.11M 7,763 +7,763 New
BNP Paribas Asset Management
214
BNP Paribas Asset Management
France
$2.11M 7,752 -2,551 -25%
Credit Agricole
215
Credit Agricole
France
$2.1M 7,706 +3,654 +90%
Kayne Anderson Rudnick Investment Management
216
Kayne Anderson Rudnick Investment Management
California
$2M 7,353 -191 -3%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$1.97M 7,228 -3,378 -32%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$1.92M 7,058 +343 +5%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$1.87M 6,865 -1,376 -17%
NWM
220
Nicola Wealth Management
British Columbia, Canada
$1.86M 5,000 +700 +16%
N
221
Natixis
France
$1.86M 6,822 +4,350 +176%
Two Sigma Investments
222
Two Sigma Investments
New York
$1.85M 6,808 -3,786 -36%
PS
223
Pensionfund Sabic
Netherlands
$1.84M 6,750 – –
DWM
224
Diversify Wealth Management
Utah
$1.84M 6,738 +6,738 New
VI
225
Vestcor Inc
New Brunswick, Canada
$1.81M 6,649 +5,436 +448%
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