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Essex Property Trust
ESS

Overview Fund Activity

525 hedge funds and large institutions have $14.5B invested in Essex Property Trust in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 175 increasing their positions, 216 reducing their positions, and 52 closing their positions.

Holders
525
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
8.28%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
52
Increased
175
Reduced
216
Closed
52
Calls
$30.3M
Puts
$15.2M
Net Calls
+$15M
Net Calls Change
+$12.8M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$510M
2
RC
2
Resolution Capital
Australia
$196M
3
American Century Companies
3
American Century Companies
Missouri
$177M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$285M
5
GA
5
GRS Advisors
Illinois
$24.7M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B
2
Macquarie Group
2
Macquarie Group
Australia
$14.9M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$12.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$25.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$572M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.43B 10,378,769 -303,855 -3%
State Street
2
State Street
Massachusetts
$1.59B 6,728,528 +15,773 +0.2%
BlackRock
3
BlackRock
New York
$1.49B 6,353,267 -89,328 -1%
Principal Financial Group
4
Principal Financial Group
Iowa
$656M 2,798,702 -99,819 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$572M 2,439,974 -127,335 -5%
Norges Bank
6
Norges Bank
Norway
$527M 2,248,907 – –
Cohen & Steers
7
Cohen & Steers
New York
$510M 2,175,976 +1,151,338 +112%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$348M 1,487,617 +14,271 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$285M 1,217,490 +109,630 +10%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$256M 1,093,206 -43,987 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$234M 997,547 +6,945 +0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$217M 924,510 +8,933 +1%
Northern Trust
13
Northern Trust
Illinois
$216M 922,736 -101,431 -10%
RC
14
Resolution Capital
Australia
$196M 835,226 +144,763 +21%
ProShare Advisors
15
ProShare Advisors
Maryland
$192M 819,117 +23,024 +3%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$189M 805,917 +83,628 +12%
American Century Companies
17
American Century Companies
Missouri
$177M 756,832 +111,468 +17%
Boston Partners
18
Boston Partners
Massachusetts
$172M 734,988 -113,661 -13%
Morgan Stanley
19
Morgan Stanley
New York
$167M 713,699 +95,594 +15%
Ameriprise
20
Ameriprise
Minnesota
$162M 686,951 +7,910 +1%
Charles Schwab
21
Charles Schwab
California
$159M 679,396 -4,188 -0.6%
PI
22
PGGM Investments
Netherlands
$150M 640,075 -10,143 -2%
Invesco
23
Invesco
Georgia
$143M 610,544 -8,024 -1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$136M 581,796 -68,290 -11%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$131M 557,291 -23,620 -4%
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