Position in ESS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,225,859
+$2,604,887 QoQ
Shares Held
11,063
+331.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#215
of 631 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $37,615,406 across 12 REIT - Residential names. ESS ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
145,034 | $20,151,023 | |
| 2 | AMH |
American Homes 4 Rent
|
136,844 | $4,587,010 | |
| 3 | CPT |
Camden Property Trust
|
29,661 | $3,395,887 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
11,063 | $3,225,859 | |
| 5 | INVH |
Invitation Homes Inc.
|
71,909 | $2,172,370 | |
| 6 | UDR |
UDR, Inc.
|
30,703 | $1,225,663 | |
| 7 | MRP |
Millrose Properties, Inc.
|
40,229 | $1,208,881 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
20,504 | $572,471 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,225,859 | 11,063 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $620,972 | 2,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,563 | 2,895 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $855,976 | 3,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,519,590 | 5,362 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,222,018 | 7,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,204,841 | 4,221 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,038,695 | 3,516 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $650,830 | 2,391 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $550,332 | 2,248 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $616,874 | 2,488 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $521,529 | 2,459 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $576,143 | 2,459 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $626,374 | 2,995 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $472,793 | 2,231 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $541,868 | 2,237 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $597,027 | 2,283 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $772,493 | 2,236 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,173,630 | 3,332 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,258,175 | 3,935 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,022,734 | 3,409 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $909,304 | 3,345 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $669,032 | 3,332 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $762,906 | 3,329 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $798,149 | 3,624 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||