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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78B 10,214,035 -21,800 -0.2%
BlackRock
2
BlackRock
New York
$1.77B 6,493,644 -35,357 -0.5%
State Street
3
State Street
Massachusetts
$1.45B 5,281,726 -222,246 -4%
Cohen & Steers
4
Cohen & Steers
New York
$1.37B 5,029,425 +7,403 +0.1%
Norges Bank
5
Norges Bank
Norway
$745M 2,736,596 +11,934 +0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$509M 1,869,618 +36,773 +2%
Principal Financial Group
7
Principal Financial Group
Iowa
$472M 1,733,154 -753,843 -30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$462M 1,700,481 +117,275 +7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$312M 1,145,569 +27,570 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$273M 1,003,380 +193,736 +24%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$273M 1,001,769 +3,977 +0.4%
Legal & General Group
12
Legal & General Group
United Kingdom
$269M 989,302 -28,154 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$261M 960,263 -320,700 -25%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$256M 941,501 +12,822 +1%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$254M 933,350 -35,843 -4%
Ameriprise
16
Ameriprise
Minnesota
$213M 780,212 +23,426 +3%
ProShare Advisors
17
ProShare Advisors
Maryland
$202M 741,053 +6,216 +0.8%
Morgan Stanley
18
Morgan Stanley
New York
$200M 735,332 +35,614 +5%
Boston Partners
19
Boston Partners
Massachusetts
$200M 734,839 -9,336 -1%
Northern Trust
20
Northern Trust
Illinois
$199M 729,858 -6,862 -0.9%
RC
21
Resolution Capital
Australia
$199M 729,315 -16,973 -2%
Charles Schwab
22
Charles Schwab
California
$192M 707,065 +10,793 +2%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$179M 658,445 +281,393 +75%
Invesco
24
Invesco
Georgia
$164M 601,596 -78,630 -12%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$156M 573,950 +20,935 +4%
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