ESS icon

Essex Property Trust
ESS

Overview Fund Activity

526 hedge funds and large institutions have $12.9B invested in Essex Property Trust in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 216 increasing their positions, 181 reducing their positions, and 47 closing their positions.

Holders
526
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
58
Increased
216
Reduced
181
Closed
47
Calls
$25.5M
Puts
$23.3M
Net Calls
+$2.21M
Net Calls Change
+$12M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$537M
2
State Street
2
State Street
Massachusetts
$1.42B
3
RIM
3
Rush Island Management
New York
$108M
4
RC
4
Resolution Capital
Australia
$144M
5
HRES
5
Heitman Real Estate Securities
Illinois
$56.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$28.6M
2
BlackRock
2
BlackRock
New York
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$100M
5
Goldman Sachs
5
Goldman Sachs
New York
$41.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23B 10,682,624 -25,562 -0.2%
State Street
2
State Street
Massachusetts
$1.42B 6,712,755 +874,625 +15%
BlackRock
3
BlackRock
New York
$1.35B 6,442,595 -632,395 -9%
Principal Financial Group
4
Principal Financial Group
Iowa
$606M 2,898,521 -7,616 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$537M 2,567,309 +1,122,612 +78%
Norges Bank
6
Norges Bank
Norway
$470M 2,248,907 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$308M 1,473,346 +29,395 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$238M 1,137,193 +68,857 +6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$232M 1,107,860 +240,206 +28%
Cohen & Steers
10
Cohen & Steers
New York
$214M 1,024,638 -90,462 -8%
Northern Trust
11
Northern Trust
Illinois
$214M 1,024,167 +19,237 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$207M 990,602 +62,576 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$191M 915,577 +16,941 +2%
Boston Partners
14
Boston Partners
Massachusetts
$178M 848,649 +46,045 +6%
ProShare Advisors
15
ProShare Advisors
Maryland
$166M 796,093 +60,479 +8%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$151M 722,289 +29,876 +4%
RC
17
Resolution Capital
Australia
$144M 690,463 +405,660 +142%
Charles Schwab
18
Charles Schwab
California
$143M 683,584 +8,518 +1%
Ameriprise
19
Ameriprise
Minnesota
$142M 679,041 +138,926 +26%
PI
20
PGGM Investments
Netherlands
$136M 650,218 +11,452 +2%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$136M 650,086 +14,035 +2%
American Century Companies
22
American Century Companies
Missouri
$135M 645,364 -1,627 -0.3%
Invesco
23
Invesco
Georgia
$129M 618,568 -1,888 -0.3%
Morgan Stanley
24
Morgan Stanley
New York
$129M 618,105 +93,340 +18%
UBS AM
25
UBS AM
Illinois
$126M 603,311 +8,456 +1%
1
2 3 4 5