Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,422,454
+$5,776,110 QoQ
Shares Held
39,173
+67.9% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#116
of 618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Creative Planning holds $125,958,244 across 15 REIT - Residential names. ESS ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | AVB |
Avalonbay Communities Inc
|
96,561 | $18,220,094 | |
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,422,454 | 39,173 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,646,344 | 23,332 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,638,660 | 13,905 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,049,472 | 7,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,893,394 | 6,681 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,077,624 | 6,777 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,951,838 | 6,838 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,821,559 | 6,166 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,645,721 | 6,046 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,476,204 | 6,030 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,302,428 | 5,253 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,282,295 | 6,046 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,589,256 | 6,783 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,170,138 | 5,595 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,141,613 | 5,387 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,110,624 | 4,585 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $979,877 | 3,747 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,231,290 | 3,564 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,252,529 | 3,556 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,108,858 | 3,468 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,015,833 | 3,386 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,141,184 | 4,198 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $736,951 | 3,104 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $644,736 | 3,211 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $710,656 | 3,101 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $709,393 | 3,221 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||