Position in ESS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$27,116
+$5,820 QoQ
Shares Held
93
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 624 holders
Holding Since
Sep 2021
8 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, 2026Fulcrum Asset Management LLP holds $582,715 across 12 REIT - Residential names. ESS ranks #10 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
4,803 | $144,330 | |
| 2 | AMH |
American Homes 4 Rent
|
2,282 | $76,492 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,360 | $71,295 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
348 | $48,351 | |
| 5 | CPT |
Camden Property Trust
|
325 | $37,208 | |
| 6 | AVB |
Avalonbay Communities Inc
|
528 | $35,662 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
552 | $35,576 | |
| 8 | UDR |
UDR, Inc.
|
869 | $34,689 |
All Filings in ESS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,116 | 93 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $21,296 | 88 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,027 | 88 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,554 | 88 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $24,939 | 88 | Shares | Sole | 2025-11-24 | |
| 2022-03-31 | $1,456,543 | 4,216 | Principal | Sole | 2022-05-10 | |
| 2021-12-31 | $1,805,178 | 5,125 | Principal | Sole | 2022-03-24 | |
| 2021-09-30 | $1,638,667 | 5,125 | Principal | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||