Position in ESS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$230,356
+$190,389 QoQ
Shares Held
790
+532.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#457
of 624 holders
Holding Since
Mar 2020
8 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, 2026Jacobi Capital Management LLC holds $230,356 across 1 REIT - Residential name. ESS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
790 | $230,356 |
All Filings in ESS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,356 | 790 | Shares | Sole | 2026-07-31 | |
| 2021-09-30 | $39,967 | 125 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $30,601 | 102 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,019 | 81 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $15,194 | 64 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $7,027 | 35 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,583 | 20 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,404 | 20 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||