Position in ESS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$48,716,536
-$137,549 QoQ
Shares Held
201,308
+7.8% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Vest Financial, LLC holds $48,716,536 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
|
201,308 | $48,716,536 |
All Filings in ESS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,716,536 | 201,308 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $48,854,085 | 186,694 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $51,064,441 | 190,781 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $54,630,167 | 192,767 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $60,471,238 | 197,251 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $53,690,692 | 188,098 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $50,070,144 | 169,488 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $49,939,172 | 183,465 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,927,923 | 154,928 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $31,072,087 | 125,321 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $19,849,502 | 93,590 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $13,288,558 | 56,716 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $9,689,246 | 46,329 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,508,375 | 40,149 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,032,346 | 33,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,021,020 | 26,848 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,644,599 | 25,022 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,142,519 | 20,278 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,044,218 | 15,776 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,035,133 | 13,450 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,780,106 | 10,227 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,504,068 | 10,547 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||