Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,002,258
+$970,520 QoQ
Shares Held
30,873
-7.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. ESS ranks #1 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
30,873 | $9,002,258 | |
| 2 | AVB |
Avalonbay Communities Inc
|
109,583 | $7,403,252 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
44,152 | $6,134,478 | |
| 4 | UDR |
UDR, Inc.
|
143,184 | $5,715,905 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
86,700 | $5,587,815 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
334,131 | $5,576,646 | |
| 7 | AIV |
Apartment Investment & Management Co
|
1,633,396 | $4,851,186 | |
| 8 | VMRK |
Vivmark Residential
|
71,400 | $4,850,202 |
All Filings in ESS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,002,258 | 30,873 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,031,738 | 33,189 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,874,877 | 33,915 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,718,756 | 32,574 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,879,772 | 31,333 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,247,102 | 33,425 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,243,118 | 32,382 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,521,389 | 28,845 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,078,351 | 29,678 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,643,164 | 27,136 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,777,191 | 27,334 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,778,604 | 27,246 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,792,364 | 24,722 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,816,709 | 32,594 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,343,401 | 29,933 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,813,520 | 24,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,716,870 | 21,861 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,912,018 | 20,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,947,032 | 19,723 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,181,853 | 19,334 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,578,685 | 18,595 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,750,132 | 17,474 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,559,163 | 14,991 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $520,648 | 2,593 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $583,466 | 2,546 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $342,473 | 1,555 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||