Position in ESS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,454,853
+$3,104,141 QoQ
Shares Held
53,002
+3.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#102
of 629 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $209,524,402 across 15 REIT - Residential names. ESS ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 738,377 | $49,883,409 | |||
| 2 | SUI |
Sun Communities Inc
|
247,912 | $29,727,127 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
182,219 | $25,317,507 | |
| 4 | CPT |
Camden Property Trust
|
206,434 | $23,634,628 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
327,727 | $21,122,005 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
53,002 | $15,454,853 | |
| 7 | INVH |
Invitation Homes Inc.
|
427,974 | $12,929,094 | |
| 8 | MRP |
Millrose Properties, Inc.
|
336,675 | $10,117,083 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,454,853 | 53,002 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,350,712 | 51,036 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,408,744 | 51,241 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,703,366 | 54,933 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,434,649 | 57,991 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $15,447,755 | 50,389 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,701,016 | 51,503 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,108,953 | 57,914 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,827,885 | 58,148 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,907,264 | 64,978 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,935,583 | 48,139 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,298,246 | 53,271 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,950,698 | 55,274 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,349,502 | 49,486 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,514,683 | 35,460 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,784,358 | 69,291 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,943,684 | 45,672 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $17,169,319 | 49,697 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $19,146,518 | 54,358 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $17,527,507 | 54,818 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $15,927,830 | 53,091 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,008,730 | 51,533 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,433,158 | 35,520 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,838,706 | 34,059 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,395,774 | 32,272 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,746,832 | 30,634 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||