Position in ESS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,546,747
+$703,191 QoQ
Shares Held
8,734
+14.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#26
of 160 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Caprock Group, LLC holds $80,657,694 across 7 REIT - Residential names. ESS ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
930,118 | $59,946,105 | |
| 2 | SUI |
Sun Communities Inc
|
80,161 | $9,612,105 | |
| 3 | EQR |
Equity Residential
|
71,690 | $4,869,901 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
8,734 | $2,546,747 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
11,454 | $1,591,418 | |
| 6 | CPT |
Camden Property Trust
|
11,955 | $1,368,727 | |
| 7 | AMH |
American Homes 4 Rent
|
21,560 | $722,691 |
All Filings in ESS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,546,747 | 8,734 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,843,556 | 7,618 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,264,317 | 8,653 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,882,185 | 7,032 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $1,321,929 | 4,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $441,861 | 1,548 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||