Cambridge Investment Research Advisors, Inc.
Position in ESS — Essex Property Trust, Inc.
CIK 1419186
FAIRFIELD, IA
Position in ESS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,020,030
-$70,652 QoQ
Shares Held
4,215
+1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $13,328,658 across 10 REIT - Residential names. ESS ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
437,845 | $6,519,512 | |
| 2 | CSR |
Centerspace
|
31,321 | $1,799,391 | |
| 3 | BHM |
Bluerock Homes Trust, Inc.
|
141,989 | $1,612,995 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
4,215 | $1,020,030 | |
| 5 | SUI |
Sun Communities Inc
|
5,032 | $633,830 | |
| 6 | MRP |
Millrose Properties, Inc.
|
19,106 | $534,968 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
4,078 | $498,005 | |
| 8 | EQR |
Equity Residential
|
4,382 | $259,195 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,020,030 | 4,215 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,090,682 | 4,168 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,171,280 | 4,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,258,296 | 4,440 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,308,747 | 4,269 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,233,671 | 4,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,307,233 | 4,425 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $777,675 | 2,857 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $701,625 | 2,866 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $524,641 | 2,116 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $445,176 | 2,099 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $435,563 | 1,859 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $409,286 | 1,957 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $404,343 | 1,908 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $406,704 | 1,679 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $454,242 | 1,737 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $781,130 | 2,261 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $637,888 | 1,811 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $576,491 | 1,803 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $551,718 | 1,839 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $490,671 | 1,805 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $462,019 | 1,946 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $399,371 | 1,989 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $442,298 | 1,930 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $423,962 | 1,925 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||