Position in ESS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,710,037
+$770,891 QoQ
Shares Held
9,294
+16.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 623 holders
Holding Since
Mar 2020
20 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, 2026Swiss Life Asset Management Ltd holds $22,441,993 across 12 REIT - Residential names. ESS ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
30,867 | $5,824,294 | |
| 2 | VMRK |
Vivmark Residential
|
50,558 | $3,434,403 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
9,294 | $2,710,037 | |
| 4 | INVH |
Invitation Homes Inc.
|
66,860 | $2,019,840 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
13,611 | $1,891,112 | |
| 6 | SUI |
Sun Communities Inc
|
14,724 | $1,765,554 | |
| 7 | UDR |
UDR, Inc.
|
35,649 | $1,423,108 | |
| 8 | CPT |
Camden Property Trust
|
11,877 | $1,359,797 |
All Filings in ESS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,710,037 | 9,294 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,939,146 | 8,013 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,984,863 | 15,228 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,468,249 | 27,902 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,456,959 | 5,141 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $1,536,222 | 5,011 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $1,009,886 | 3,538 | Shares | Sole | 2025-12-09 | |
| 2023-09-30 | $1,944,016 | 9,166 | Shares | Sole | 2025-12-09 | |
| 2022-12-31 | $4,541,657 | 21,431 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $5,050,495 | 20,850 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $5,128,734 | 19,612 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $6,775,553 | 19,612 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $6,950,554 | 19,733 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $6,309,429 | 19,733 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $5,920,097 | 19,733 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $5,852,987 | 21,531 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $7,666,054 | 32,289 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $6,889,305 | 34,311 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $6,392,925 | 27,896 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $5,324,962 | 24,178 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||