Position in ESS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$512,314
-$610,816 QoQ
Shares Held
2,117
-50.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,570,953 across 20 REIT - Residential names. ESS ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
147,122 | $17,966,538 | |
| 2 | INVH |
Invitation Homes Inc.
|
114,743 | $2,851,363 | |
| 3 | AMH |
American Homes 4 Rent
|
92,217 | $2,574,698 | |
| 4 | MRP |
Millrose Properties, Inc.
|
46,988 | $1,315,664 | |
| 5 | AVB |
Avalonbay Communities Inc
|
13,507 | $789,960 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | VMRK |
Vivmark Residential
|
9,211 | $544,830 |
All Filings in ESS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,314 | 2,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,123,130 | 4,292 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $547,097 | 2,044 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $360,768 | 1,273 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $417,854 | 1,363 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $348,236 | 1,220 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $353,322 | 1,196 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $430,620 | 1,582 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $283,979 | 1,160 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $241,741 | 975 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $202,758 | 956 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $205,949 | 879 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $183,834 | 879 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $117,191 | 553 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $230,360 | 951 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $132,847 | 508 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $126,791 | 367 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $62,696 | 178 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||