CX Institutional

Position in ESS — Essex Property Trust, Inc.

CIK 1737089 AUBURN, IN

Position in ESS

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$202,946

+$83,398 QoQ

Shares Held

696

+40.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#474

of 618 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $1,385,550 across 11 REIT - Residential names. ESS ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INVH	Invitation Homes Inc.	9,191	$277,660
2	ESS	Essex Property Trust, Inc. This page	696	$202,946
3	VMRK	Vivmark Residential	2,939	$199,646
4	AVB	Avalonbay Communities Inc	992	$187,180
5	CPT	Camden Property Trust	1,443	$165,209
6	UDR	UDR, Inc.	3,978	$158,801
7	MAA	Mid America Apartment Communities Inc.	1,030	$143,108
8	MRP	Millrose Properties, Inc.	960	$28,848

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,946	696	+40.9%	Shares	Sole	2026-07-02
2026-03-31	$119,548	494	-36.3%	Shares	Sole	2026-04-06
2025-12-31	$203,063	776	+34.3%	Shares	Sole	2026-02-02
2025-09-30	$154,707	578	+16.8%	Shares	Sole	2025-10-23
2025-06-30	$140,283	495	-0.2%	Shares	Sole	2025-07-16
2025-03-31	$152,058	496	+163.8%	Shares	Sole	2025-04-15
2022-06-30	$49,163	188	-11.3%	Shares	Sole	2022-08-02
2021-09-30	$67,784	212	+3.9%	Shares	Sole	2021-11-10
2021-06-30	$61,202	204	+17.9%	Shares	Sole	2021-08-04
2021-03-31	$47,028	173	+32.1%	Shares	Sole	2021-04-15
2020-12-31	$31,102	131	+48.9%	Shares	Sole	2021-01-12
2020-09-30	$17,669	88	+22.2%	Shares	Sole	2020-10-13
2020-06-30	$16,500	72	+2.9%	Shares	Sole	2020-08-06
2020-03-31	$15,416	70	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.