American Investment Services, Inc.

Position in ESS — Essex Property Trust, Inc.

CIK 1369913 GREAT BARRINGTON, MA

Position in ESS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$201,780

-$10,366 QoQ

Shares Held

692

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#476

of 618 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

American Investment Services, Inc. holds $730,192 across 3 REIT - Residential names. ESS ranks #3 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	1,481	$279,449
2	VMRK	Vivmark Residential	3,665	$248,963
3	ESS	Essex Property Trust, Inc. This page	692	$201,780

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,780	692	0.0%	Shares	Sole	2026-08-12
2025-03-31	$212,146	692	0.0%	Shares	Sole	2025-05-13
2024-09-30	$204,430	692	-3.6%	Shares	Sole	2024-11-14
2022-03-31	$248,054	718	-7.4%	Shares	Sole	2022-05-10
2021-12-31	$272,978	775	0.0%	Shares	Sole	2022-02-08
2021-09-30	$247,798	775	0.0%	Shares	Sole	2021-11-09
2021-06-30	$232,507	775	-18.4%	Shares	Sole	2021-08-03
2021-03-31	$258,248	950	-26.2%	Shares	Sole	2021-05-10
2020-12-31	$305,796	1,288	0.0%	Shares	Sole	2021-02-05
2020-09-30	$258,617	1,288	0.0%	Shares	Sole	2020-10-29
2020-06-30	$295,170	1,288	0.0%	Shares	Sole	2020-08-03
2020-03-31	$283,669	1,288	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.