Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$620,972
-$136,591 QoQ
Shares Held
2,566
-11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026IEQ CAPITAL, LLC holds $10,300,305 across 10 REIT - Residential names. ESS ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
40,440 | $4,938,532 | |
| 2 | VRE |
Veris Residential, Inc.
|
85,677 | $1,616,724 | |
| 3 | UDR |
UDR, Inc.
|
31,881 | $1,076,940 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
2,566 | $620,972 | |
| 5 | INVH |
Invitation Homes Inc.
|
24,694 | $613,645 | |
| 6 | CPT |
Camden Property Trust
|
4,768 | $465,642 | |
| 7 | ELME |
Elme Communities
|
204,844 | $411,736 | |
| 8 | MRP |
Millrose Properties, Inc.
|
10,449 | $292,572 |
All Filings in ESS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||