Position in ESS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,478,944
+$673,084 QoQ
Shares Held
5,072
+52.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#265
of 618 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. ESS ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
16,273 | $3,070,552 | |
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
|
6,982 | $837,211 |
All Filings in ESS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,478,944 | 5,072 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $805,860 | 3,330 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $909,076 | 3,474 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $930,921 | 3,478 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,684,246 | 5,943 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,774,427 | 5,788 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,590,471 | 5,572 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,467,351 | 4,967 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,403,735 | 5,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,215,971 | 4,967 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,161,598 | 4,685 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,011,033 | 4,767 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,045,446 | 4,462 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $965,390 | 4,616 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $520,263 | 2,455 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $532,906 | 2,200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $633,377 | 2,422 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $961,125 | 2,782 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $842,534 | 2,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $724,850 | 2,267 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $557,718 | 1,859 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $315,062 | 1,159 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||