Position in ESS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$699,524
+$247,226 QoQ
Shares Held
2,399
+28.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 623 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026SUMMITRY LLC holds $959,424 across 2 REIT - Residential names. ESS ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
2,399 | $699,524 | |
| 2 | VMRK |
Vivmark Residential
|
3,826 | $259,900 |
All Filings in ESS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,524 | 2,399 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $452,298 | 1,869 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $463,958 | 1,773 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $449,668 | 1,680 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $457,691 | 1,615 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $492,351 | 1,606 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $456,418 | 1,599 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $472,376 | 1,599 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $435,247 | 1,599 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $391,451 | 1,599 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $396,456 | 1,599 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $339,131 | 1,599 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $442,358 | 1,888 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $334,414 | 1,599 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $439,098 | 2,072 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $387,325 | 1,599 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $418,154 | 1,599 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $552,422 | 1,599 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $563,215 | 1,599 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $434,672 | 1,599 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $410,499 | 1,729 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $321,063 | 1,599 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $366,442 | 1,599 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $352,163 | 1,599 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||