SCHRODER INVESTMENT MANAGEMENT GROUP
Position in ESS — Essex Property Trust, Inc.
CIK 1086619
London, X0
Position in ESS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$31,184,120
-$3,967,615 QoQ
Shares Held
128,860
-4.1% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $206,092,003 across 11 REIT - Residential names. ESS ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
662,744 | $39,201,306 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
607,155 | $37,898,614 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
128,860 | $31,184,120 | |
| 4 | AMH |
American Homes 4 Rent
|
930,410 | $25,977,047 | |
| 5 | SUI |
Sun Communities Inc
|
191,992 | $24,183,312 | |
| 6 | UDR |
UDR, Inc.
|
663,055 | $22,397,997 | |
| 7 | JAN |
Janus Living, Inc.
|
500,000 | $11,785,000 | |
| 8 | UMH |
Umh Properties, Inc.
|
738,848 | $10,661,576 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,184,120 | 128,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,151,735 | 134,331 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,869,094 | 137,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $47,224,925 | 166,637 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $62,166,570 | 202,781 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $56,356,131 | 197,436 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,390,830 | 11,478 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,879,330 | 10,578 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,405,012 | 9,824 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,947,567 | 7,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,235,427 | 10,540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,253,731 | 9,619 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,022,490 | 14,452 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,020,283 | 14,252 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,890,642 | 32,575 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,977,362 | 30,505 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,887,834 | 19,937 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,560,949 | 24,305 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,484,153 | 23,407 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,912,230 | 23,040 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,951,936 | 21,895 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $4,590,515 | 19,335 | Shares | Sole | 2021-02-24 | |
| 2020-09-30 | $5,994,585 | 29,855 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,377,113 | 27,827 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,789,448 | 35,368 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||