Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$911,800
+$267,354 QoQ
Shares Held
3,127
+17.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#322
of 624 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $16,713,891 across 19 REIT - Residential names. ESS ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
290,898 | $4,855,086 | |
| 2 | CPT |
Camden Property Trust
|
16,650 | $1,906,257 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
24,442 | $1,575,285 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
10,627 | $1,476,513 | |
| 5 | SUI |
Sun Communities Inc
|
9,944 | $1,192,383 | |
| 6 | VMRK |
Vivmark Residential
|
16,367 | $1,111,809 | |
| 7 | MRP |
Millrose Properties, Inc.
|
36,871 | $1,107,972 | |
| 8 | UDR |
UDR, Inc.
|
24,558 | $980,354 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,800 | 3,127 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $644,446 | 2,663 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $674,608 | 2,578 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,490,062 | 5,567 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,613,394 | 5,693 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $1,685,827 | 5,499 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,893,613 | 8,632 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,861,736 | 6,302 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,728,468 | 6,350 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,051,750 | 8,381 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,446,916 | 9,869 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,927,682 | 9,089 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $1,131,862 | 5,412 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,315,172 | 6,206 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,025,448 | 12,490 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,839,980 | 7,036 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,350,298 | 6,803 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,534,290 | 7,195 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,839,608 | 8,881 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,573,782 | 8,579 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $2,365,003 | 8,700 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,493,144 | 10,501 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,340,470 | 6,676 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,417,640 | 6,186 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,442,536 | 34,346 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||