Position in ESS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,126,703
+$168,383 QoQ
Shares Held
3,864
-2.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#294
of 623 holders
Holding Since
Mar 2020
26 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, 2026Baird Financial Group, Inc. holds $11,314,702 across 6 REIT - Residential names. ESS ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
36,437 | $6,875,297 | |
| 2 | VMRK |
Vivmark Residential
|
22,142 | $1,504,106 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
3,864 | $1,126,703 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
6,881 | $956,046 | |
| 5 | CPT |
Camden Property Trust
|
4,439 | $508,220 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
20,631 | $344,330 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,703 | 3,864 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $958,320 | 3,960 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,028,663 | 3,931 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,705,084 | 81,092 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $23,062,241 | 81,377 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $24,726,096 | 80,654 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,585,439 | 79,125 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,987,811 | 77,814 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,169,809 | 77,773 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,668,476 | 76,257 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,744,759 | 75,602 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,858,604 | 74,773 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,381,309 | 74,184 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,471,758 | 73,978 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $15,289,813 | 72,149 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,031,021 | 66,181 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $16,742,653 | 64,023 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $18,529,819 | 53,635 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,241,287 | 51,788 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $15,771,814 | 49,327 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,513,883 | 48,378 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $692,648 | 2,548 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $612,781 | 2,581 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $515,828 | 2,569 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $881,158 | 3,845 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $578,350 | 2,626 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||