COLDSTREAM CAPITAL MANAGEMENT INC
Position in ESS — Essex Property Trust, Inc.
CIK 1082339
BELLEVUE, WA
Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,642
-$27,384 QoQ
Shares Held
863
-25.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 618 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $4,022,026 across 8 REIT - Residential names. ESS ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,592 | $2,187,294 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,629 | $365,273 | |
| 3 | INVH |
Invitation Homes Inc.
|
10,048 | $303,550 | |
| 4 | UDR |
UDR, Inc.
|
7,299 | $291,376 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
863 | $251,642 | |
| 6 | CPT |
Camden Property Trust
|
2,146 | $245,695 | |
| 7 | VMRK |
Vivmark Residential
|
2,955 | $200,733 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
10,573 | $176,463 |
All Filings in ESS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,642 | 863 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $279,026 | 1,153 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $355,623 | 1,359 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $401,222 | 1,499 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $281,132 | 992 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $519,942 | 1,696 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $391,338 | 1,371 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $317,281 | 1,074 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $252,873 | 929 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $216,167 | 883 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,154 | 896 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $231,814 | 1,093 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $263,353 | 1,124 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $208,094 | 995 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $273,620 | 792 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $289,885 | 823 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $321,658 | 1,006 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $216,565 | 945 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $212,972 | 967 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||