Position in ESS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$9,680
-$1,833 QoQ
Shares Held
40
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026GW&K Investment Management, LLC holds $73,246,386 across 9 REIT - Residential names. ESS ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
392,920 | $49,492,202 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
1,591,880 | $23,703,092 | |
| 3 | INVH |
Invitation Homes Inc.
|
498 | $12,375 | |
| 4 | AVB |
Avalonbay Communities Inc
|
68 | $11,107 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
40 | $9,680 | |
| 6 | EQR |
Equity Residential
|
117 | $6,920 | |
| 7 | CPT |
Camden Property Trust
|
60 | $5,859 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
22 | $2,686 |
All Filings in ESS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,680 | 40 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,513 | 44 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,777 | 44 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,202 | 36 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,036 | 36 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,561 | 37 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $10,635 | 36 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $9,527 | 35 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,589 | 31 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,438 | 30 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,423 | 35 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,497 | 32 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $3,922 | 15 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,072 | 6 | Shares | Sole | 2022-05-09 | |
| 2020-09-30 | $2,007 | 10 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||