Position in ESS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,704
+$5,234 QoQ
Shares Held
47
+34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 618 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Blue Trust, Inc. holds $555,500 across 14 REIT - Residential names. ESS ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
934 | $129,769 | |
| 2 | CSR |
Centerspace
|
1,798 | $101,029 | |
| 3 | VMRK |
Vivmark Residential
|
1,232 | $83,688 | |
| 4 | AVB |
Avalonbay Communities Inc
|
414 | $78,116 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
665 | $42,858 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
1,467 | $40,958 | |
| 7 | INVH |
Invitation Homes Inc.
|
1,070 | $32,324 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
47 | $13,704 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,704 | 47 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,470 | 35 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $10,204 | 39 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $10,973 | 41 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $12,752 | 45 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $13,795 | 45 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $8,848 | 31 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $245,197 | 830 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $84,109 | 309 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $10,036 | 41 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $5,499 | 231 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,573 | 31 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $11 | 52 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $16,103 | 77 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $2,977 | 58 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $7,508 | 31 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $2,091 | 8 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||