ESS icon

Essex Property Trust
ESS

Overview Fund Activity

620 hedge funds and large institutions have $17.3B invested in Essex Property Trust in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 57 closing their positions.

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
8.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
86
Increased
227
Reduced
206
Closed
57
Calls
$22.4M
Puts
$11.8M
Net Calls
+$10.6M
Net Calls Change
-$12M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$471M
2
Northern Trust
2
Northern Trust
Illinois
$322M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$163M
4
Citadel Advisors
4
Citadel Advisors
Florida
$183M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$55.8M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$122M
2
Bank of America
2
Bank of America
North Carolina
$51.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$175M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$85.9M
5
RC
5
Resolution Capital
Australia
$148M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.96B 10,353,157 +61,645 +0.6%
BlackRock
2
BlackRock
New York
$2B 7,011,266 +164,659 +2%
State Street
3
State Street
Massachusetts
$1.49B 5,213,657 +41,593 +0.8%
Cohen & Steers
4
Cohen & Steers
New York
$1.09B 3,809,325 -120,574 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$501M 1,758,174 +32,102 +2%
Norges Bank
6
Norges Bank
Norway
$471M 1,650,988 +1,650,988 New
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$471M 1,649,623 -71,141 -4%
Principal Financial Group
8
Principal Financial Group
Iowa
$427M 1,494,298 +70,785 +5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$360M 1,259,527 -69,989 -5%
Northern Trust
10
Northern Trust
Illinois
$322M 1,127,830 +404,892 +56%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$273M 957,038 +18,778 +2%
Legal & General Group
12
Legal & General Group
United Kingdom
$261M 915,885 -54,868 -6%
Ameriprise
13
Ameriprise
Minnesota
$227M 801,813 +24,936 +3%
UBS AM
14
UBS AM
Illinois
$222M 778,514 +58,918 +8%
Charles Schwab
15
Charles Schwab
California
$221M 772,883 +18,704 +2%
Invesco
16
Invesco
Georgia
$209M 733,204 +123,698 +20%
Morgan Stanley
17
Morgan Stanley
New York
$193M 675,447 +23,422 +4%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$191M 669,314 -14,792 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$183M 642,451 +200,274 +45%
ProShare Advisors
20
ProShare Advisors
Maryland
$181M 632,821 +3,862 +0.6%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$175M 614,269 -250,041 -29%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$175M 612,104 -30,852 -5%
Boston Partners
23
Boston Partners
Massachusetts
$173M 607,775 +36,451 +6%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$163M 570,786 +222,713 +64%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$155M 541,741 +97,350 +22%
1
2 3 4 5