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Essex Property Trust
ESS

Overview Fund Activity

543 hedge funds and large institutions have $15.5B invested in Essex Property Trust in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 49 closing their positions.

Holders
543
Holders Change
+24
Holders Change %
+4.62%
% of All Funds
7.96%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
79
Increased
176
Reduced
214
Closed
49
Calls
$21.3M
Puts
$23.5M
Net Calls
-$2.21M
Net Calls Change
-$13.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$762M
2
Morgan Stanley
2
Morgan Stanley
New York
$373M
3
Deutsche Bank
3
Deutsche Bank
Germany
$179M
4
Norges Bank
4
Norges Bank
Norway
$675M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$133M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$298K
2
LIMS
2
Lasalle Investment Management Securities
Maryland
$8.53M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$527M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$58.9M
5
Northern Trust
5
Northern Trust
Illinois
$190M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.53B 10,216,493 -92,159 -0.9%
BlackRock
2
BlackRock
New York
$1.6B 6,467,856 +80,058 +1%
State Street
3
State Street
Massachusetts
$1.46B 5,838,036 +4,572 +0.1%
Cohen & Steers
4
Cohen & Steers
New York
$762M 3,072,004 +730,141 +31%
Principal Financial Group
5
Principal Financial Group
Iowa
$675M 2,723,811 -56,281 -2%
Norges Bank
6
Norges Bank
Norway
$675M 2,723,169 +474,262 +21%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$527M 2,124,850 -243,173 -10%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$418M 1,685,715 +162,809 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$381M 1,539,952 +30,452 +2%
Morgan Stanley
10
Morgan Stanley
New York
$373M 1,503,116 +708,986 +89%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$264M 1,065,630 -105,280 -9%
Legal & General Group
12
Legal & General Group
United Kingdom
$254M 1,023,084 +42,320 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$233M 937,782 +2,014 +0.2%
RC
14
Resolution Capital
Australia
$202M 813,113 +87,118 +12%
American Century Companies
15
American Century Companies
Missouri
$195M 786,382 -41,809 -5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$194M 780,777 +32,630 +4%
Northern Trust
17
Northern Trust
Illinois
$190M 764,429 -214,210 -22%
Ameriprise
18
Ameriprise
Minnesota
$187M 750,052 -26,097 -3%
ProShare Advisors
19
ProShare Advisors
Maryland
$185M 748,006 -3,103 -0.4%
Deutsche Bank
20
Deutsche Bank
Germany
$179M 722,955 +601,260 +494%
Boston Partners
21
Boston Partners
Massachusetts
$179M 720,502 -12,937 -2%
UBS AM
22
UBS AM
Illinois
$177M 713,092 +59,564 +9%
Charles Schwab
23
Charles Schwab
California
$171M 689,608 +18,324 +3%
Invesco
24
Invesco
Georgia
$170M 684,433 +41,183 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$138M 557,614 +2,548 +0.5%
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