Heitman Real Estate Securities LLC
Broker-DealerPosition in ESS — Essex Property Trust, Inc.
CIK 1080117
Chicago, IL
Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,693,418
-$632,194 QoQ
Shares Held
139,229
+6.1% QoQ
Ownership
0.217%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25.131976815175.ToString("F0")%
Shared 0.ToString("F0")%
None 74.868023184825.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Heitman Real Estate Securities LLC holds $193,334,610 across 9 REIT - Residential names. ESS ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
882,051 | $52,173,316 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
139,229 | $33,693,418 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
225,761 | $27,569,933 | |
| 4 | SUI |
Sun Communities Inc
|
172,292 | $21,701,900 | |
| 5 | INVH |
Invitation Homes Inc.
|
744,823 | $18,508,851 | |
| 6 | JAN |
Janus Living, Inc.
|
623,892 | $14,705,134 | |
| 7 | AVB |
Avalonbay Communities Inc
|
79,983 | $13,065,223 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
183,844 | $11,475,542 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,693,418 | 139,229 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,325,612 | 131,174 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $44,052,018 | 164,582 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $53,456,891 | 188,627 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,967,848 | 35,776 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $8,946,260 | 31,342 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,779,544 | 73,724 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $29,768,608 | 109,363 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $63,416,561 | 259,044 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,371,108 | 5,530 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $41,167,305 | 194,103 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $65,562,997 | 279,825 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $56,318,474 | 269,286 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,092,023 | 5,153 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,891,331 | 7,808 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,197,730 | 8,404 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,002,385 | 11,585 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,246,484 | 12,056 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,564,115 | 17,402 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,383,912 | 21,279 | Shares | Defined | 2021-08-25 | |
| 2021-03-31 | $8,093,764 | 29,774 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,944,889 | 67,159 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $14,318,535 | 71,311 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $21,454,666 | 93,619 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,922,690 | 90,459 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||