Position in ESS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$31,491
+$5,355 QoQ
Shares Held
108
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 623 holders
Holding Since
Jun 2022
15 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, 2026PRIVATE TRUST CO NA holds $247,487 across 11 REIT - Residential names. ESS ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
414 | $57,521 | |
| 2 | CPT |
Camden Property Trust
|
429 | $49,116 | |
| 3 | UDR |
UDR, Inc.
|
1,071 | $42,754 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
108 | $31,491 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
1,119 | $18,676 | |
| 6 | AVB |
Avalonbay Communities Inc
|
63 | $11,887 | |
| 7 | AMH |
American Homes 4 Rent
|
270 | $9,050 | |
| 8 | MRP |
Millrose Properties, Inc.
|
278 | $8,353 |
All Filings in ESS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,491 | 108 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $26,136 | 108 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $26,953 | 103 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $27,568 | 103 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $29,190 | 103 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $31,576 | 103 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $29,400 | 103 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $30,428 | 103 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,125 | 107 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $26,194 | 107 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,487 | 6 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,484 | 7 | Shares | Defined | 2023-10-18 | |
| 2022-12-31 | $1 | 4 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $968 | 4 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $1,046 | 4 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||