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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.51B 10,235,835 +19,342 +0.2%
BlackRock
2
BlackRock
New York
$1.6B 6,529,001 +61,145 +0.9%
State Street
3
State Street
Massachusetts
$1.36B 5,503,972 -334,064 -6%
Cohen & Steers
4
Cohen & Steers
New York
$1.23B 5,022,022 +1,950,018 +63%
Norges Bank
5
Norges Bank
Norway
$667M 2,724,662 +1,493 +0.1%
Principal Financial Group
6
Principal Financial Group
Iowa
$609M 2,486,997 -236,814 -9%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$449M 1,832,845 +147,130 +9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$387M 1,583,206 +43,254 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$314M 1,280,963 -843,887 -40%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$274M 1,117,999 +52,369 +5%
Legal & General Group
11
Legal & General Group
United Kingdom
$249M 1,017,456 -5,628 -0.6%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$244M 997,792 +462,828 +87%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$237M 969,193 +188,416 +24%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$227M 928,679 -9,103 -1%
Deutsche Bank
15
Deutsche Bank
Germany
$198M 809,644 +86,689 +12%
Ameriprise
16
Ameriprise
Minnesota
$185M 756,786 +6,734 +0.9%
RC
17
Resolution Capital
Australia
$183M 746,288 -66,825 -8%
Boston Partners
18
Boston Partners
Massachusetts
$182M 744,175 +23,673 +3%
Northern Trust
19
Northern Trust
Illinois
$180M 736,720 -27,709 -4%
ProShare Advisors
20
ProShare Advisors
Maryland
$180M 734,837 -13,169 -2%
Morgan Stanley
21
Morgan Stanley
New York
$171M 699,718 -803,398 -53%
Charles Schwab
22
Charles Schwab
California
$170M 696,272 +6,664 +1%
UBS AM
23
UBS AM
Illinois
$168M 686,671 -26,421 -4%
Invesco
24
Invesco
Georgia
$167M 680,226 -4,207 -0.6%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$135M 553,015 +140,294 +34%
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