Position in ESS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$19,448,469
+$3,372,409 QoQ
Shares Held
66,698
+0.4% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#86
of 624 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 7%
Shared 4%
None 89%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $96,689,827 across 13 REIT - Residential names. ESS ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
66,698 | $19,448,469 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
120,238 | $16,705,867 | |
| 3 | AMH |
American Homes 4 Rent
|
455,470 | $15,267,354 | |
| 4 | CPT |
Camden Property Trust
|
122,592 | $14,035,558 | |
| 5 | SUI |
Sun Communities Inc
|
92,165 | $11,051,505 | |
| 6 | AVB |
Avalonbay Communities Inc
|
94,792 | $6,403,951 | |
| 7 | VMRK |
Vivmark Residential
|
79,689 | $5,413,273 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,165 | $2,859,708 |
All Filings in ESS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,448,469 | 66,698 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $16,076,060 | 66,430 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,574,407 | 9,838 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $938,949 | 3,508 | Shares | Other | 2025-11-14 | |
| 2025-03-31 | $789,110 | 2,574 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $522,640 | 1,831 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $441,948 | 1,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $440,691 | 1,619 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $359,870 | 1,470 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $258,601 | 1,043 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $222,270 | 1,048 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $264,993 | 1,131 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $263,516 | 1,260 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||