Position in ESS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$24,398,682
+$5,287,930 QoQ
Shares Held
100,821
+38.1% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
13.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Investure, LLC holds $187,149,690 across 8 REIT - Residential names. ESS ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
419,069 | $24,787,931 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
100,821 | $24,398,682 | |
| 3 | INVH |
Invitation Homes Inc.
|
949,206 | $23,587,769 | |
| 4 | CPT |
Camden Property Trust
|
237,748 | $23,218,469 | |
| 5 | AVB |
Avalonbay Communities Inc
|
141,930 | $23,184,265 | |
| 6 | UDR |
UDR, Inc.
|
682,339 | $23,049,411 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
185,368 | $22,637,140 | |
| 8 | AMH |
American Homes 4 Rent
|
798,210 | $22,286,023 |
All Filings in ESS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,398,682 | 100,821 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,110,752 | 73,031 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,547,477 | 73,031 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,696,985 | 73,031 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,389,113 | 73,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $20,845,968 | 73,031 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,497,720 | 66,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,965,200 | 66,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,157,460 | 66,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,364,040 | 66,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,997,940 | 66,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,463,800 | 66,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,803,240 | 66,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,986,720 | 66,000 | Shares | Sole | 2023-03-07 | |
| 2022-09-30 | $15,987,180 | 66,000 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $17,259,660 | 66,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,801,680 | 66,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,247,180 | 66,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,102,840 | 66,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,800,660 | 66,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,941,440 | 66,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,286,485 | 51,750 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,390,882 | 51,750 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,694,874 | 24,850 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||