Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,498,102
+$6,560,988 QoQ
Shares Held
94,304
+9.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#73
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $246,461,941 across 15 REIT - Residential names. ESS ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
2,868,262 | $86,650,194 | |
| 2 | AVB |
Avalonbay Communities Inc
|
688,933 | $46,543,029 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
94,304 | $27,498,102 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
420,761 | $27,118,046 | |
| 5 | UDR |
UDR, Inc.
|
578,448 | $23,091,643 | |
| 6 | AMH |
American Homes 4 Rent
|
381,149 | $12,776,113 | |
| 7 | SUI |
Sun Communities Inc
|
46,180 | $5,537,443 | |
| 8 | JAN |
Janus Living, Inc.
|
147,619 | $4,242,569 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,498,102 | 94,304 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,937,114 | 86,517 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,852,996 | 72,046 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,270,581 | 4,747 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,653,072 | 5,833 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,674,484 | 5,462 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,559,358 | 5,463 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,036,034 | 6,892 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,967,461 | 7,228 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $2,596,453 | 10,606 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $46,986,365 | 189,507 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $49,826,514 | 234,931 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $53,943,122 | 230,231 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $51,456,805 | 246,040 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $54,343,493 | 256,434 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $67,850,075 | 280,106 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $63,134,005 | 241,421 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $96,104,243 | 278,176 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $94,207,083 | 267,459 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $67,748,749 | 211,887 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $58,511,849 | 195,033 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,412,230 | 167,055 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $39,727,488 | 167,330 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $29,487,616 | 146,858 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,333,661 | 123,636 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,516,344 | 124,938 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||