North Star Investment Management Corp.
Position in ESS — Essex Property Trust, Inc.
CIK 1342857
CHICAGO, IL
Position in ESS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$121,726
-$10,945 QoQ
Shares Held
503
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026North Star Investment Management Corp. holds $2,732,597 across 10 REIT - Residential names. ESS ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
168,020 | $2,424,528 | |
| 2 | EQR |
Equity Residential
|
2,367 | $140,008 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
503 | $121,726 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
2,000 | $29,780 | |
| 5 | SUI |
Sun Communities Inc
|
60 | $7,557 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
167 | $4,175 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
37 | $2,309 | |
| 8 | ELME |
Elme Communities
|
425 | $854 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,726 | 503 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $132,671 | 507 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $133,830 | 500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $141,700 | 500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $153,285 | 500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $142,720 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $147,710 | 500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $136,100 | 500 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $122,405 | 500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $123,970 | 500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $106,469 | 502 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $117,618 | 502 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $104,988 | 502 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $21,615 | 102 | Shares | Sole | 2023-01-11 | |
| 2020-09-30 | $20,079 | 100 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $22,917 | 100 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $107,917 | 490 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||