Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,562,158
+$2,773,668 QoQ
Shares Held
53,370
+1.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#97
of 624 holders
Holding Since
Mar 2020
26 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, 2026AVIVA PLC holds $99,746,089 across 6 REIT - Residential names. ESS ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
347,296 | $23,462,664 | |
| 2 | VMRK |
Vivmark Residential
|
298,663 | $20,288,177 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
53,370 | $15,562,158 | |
| 4 | INVH |
Invitation Homes Inc.
|
483,421 | $14,604,148 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
97,111 | $13,492,602 | |
| 6 | SUI |
Sun Communities Inc
|
102,880 | $12,336,340 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,562,158 | 53,370 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,788,490 | 52,845 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $13,367,661 | 51,084 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $12,978,298 | 48,488 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,593,564 | 47,966 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $743,125 | 2,424 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $691,335 | 2,422 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $727,619 | 2,463 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $673,695 | 2,475 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $595,867 | 2,434 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $604,477 | 2,438 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,015,919 | 14,220 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,342,055 | 14,264 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $2,984,845 | 14,272 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,998,173 | 47,179 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,318,531 | 54,983 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,282,657 | 62,264 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $24,519,751 | 70,973 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $20,961,559 | 59,511 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $18,581,690 | 58,115 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,818,793 | 59,394 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $12,086,549 | 44,462 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,140,022 | 59,557 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,245,108 | 51,024 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,967,718 | 21,677 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,067,061 | 23,007 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||