Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$160,374
-$35,886 QoQ
Shares Held
550
-26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 624 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TRUST CO OF VERMONT holds $341,267 across 6 REIT - Residential names. ESS ranks #1 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
550 | $160,374 | |
| 2 | CPT |
Camden Property Trust
|
1,100 | $125,939 | |
| 3 | AVB |
Avalonbay Communities Inc
|
609 | $41,134 | |
| 4 | SUI |
Sun Communities Inc
|
73 | $8,753 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
293 | $4,890 | |
| 6 | ELME |
Elme Communities
|
120 | $177 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,374 | 550 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $196,260 | 750 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $200,745 | 750 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $240,890 | 850 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $260,584 | 850 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $277,447 | 972 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $287,148 | 972 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $278,188 | 1,022 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $250,195 | 1,022 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $255,130 | 1,029 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $216,755 | 1,022 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $268,742 | 1,147 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $239,883 | 1,147 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $243,072 | 1,147 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $277,837 | 1,147 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $299,951 | 1,147 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $413,539 | 1,197 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $439,230 | 1,247 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $398,715 | 1,247 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $374,112 | 1,247 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $338,984 | 1,247 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $296,062 | 1,247 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $250,385 | 1,247 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $291,504 | 1,272 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $280,145 | 1,272 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||