Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,134,655
+$2,471,781 QoQ
Shares Held
38,186
+6.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#118
of 618 holders
Holding Since
Jun 2024
9 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, 2026WESTWOOD HOLDINGS GROUP INC holds $18,230,784 across 7 REIT - Residential names. ESS ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
38,186 | $11,134,655 | |
| 2 | CSR |
Centerspace
|
100,038 | $5,621,135 | |
| 3 | VMRK |
Vivmark Residential
|
5,102 | $346,578 | |
| 4 | INVH |
Invitation Homes Inc.
|
10,154 | $306,752 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
2,171 | $301,638 | |
| 6 | SUI |
Sun Communities Inc
|
2,299 | $275,673 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,295 | $244,353 |
All Filings in ESS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,134,655 | 38,186 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,662,874 | 35,797 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,825,379 | 68,119 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,167,154 | 67,874 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,907,123 | 52,601 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $10,622,343 | 34,649 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $9,871,942 | 34,585 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,649,592 | 39,434 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,685,420 | 35,582 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||