Position in ESS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$131,640,256
-$39,284,926 QoQ
Shares Held
543,968
-16.7% QoQ
Ownership
0.846%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.20686510971233.ToString("F0")%
Shared 24.869293781987174.ToString("F0")%
None 20.92384110830049.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,725,676,000 across 22 REIT - Residential names. ESS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,466,121 | $729,540,856 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,905,831 | $354,860,074 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
4,746,014 | $296,246,191 | |
| 4 | EQR |
Equity Residential
|
4,984,647 | $294,841,864 | |
| 5 | INVH |
Invitation Homes Inc.
|
8,035,347 | $199,678,367 | |
| 6 | UDR |
UDR, Inc.
|
5,693,284 | $192,319,125 | |
| 7 | AMH |
American Homes 4 Rent
|
6,636,510 | $185,291,355 | |
| 8 | ESS |
Essex Property Trust, Inc.
This page
|
543,968 | $131,640,256 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $131,640,256 | 543,968 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $170,925,182 | 653,184 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $159,110,477 | 594,450 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $162,125,198 | 572,072 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $222,537,929 | 725,896 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $125,465,429 | 439,551 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $151,595,652 | 513,153 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $254,057,864 | 933,350 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $237,268,128 | 969,193 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $193,585,841 | 780,777 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $158,674,492 | 748,147 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $188,826,347 | 805,917 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $151,059,516 | 722,289 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $146,736,156 | 692,413 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $174,998,814 | 722,449 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $209,760,304 | 802,112 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $306,634,222 | 887,560 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $306,037,846 | 868,858 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $377,794,225 | 1,181,567 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $421,486,444 | 1,404,908 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $406,077,577 | 1,493,811 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $246,014,835 | 1,036,201 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $208,670,398 | 1,039,247 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $292,353,996 | 1,275,708 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $299,369,582 | 1,359,288 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||