Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,264,032
+$12,319,064 QoQ
Shares Held
232,496
+38.4% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BARCLAYS PLC holds $402,523,387 across 22 REIT - Residential names. ESS ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
499,003 | $81,512,138 | |
| 2 | EQR |
Equity Residential
|
1,261,436 | $74,613,937 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
232,496 | $56,264,032 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,228,525 | $55,378,845 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
306,681 | $37,451,882 | |
| 6 | UDR |
UDR, Inc.
|
1,017,421 | $34,368,480 | |
| 7 | CPT |
Camden Property Trust
|
214,741 | $20,971,605 | |
| 8 | SUI |
Sun Communities Inc
|
133,484 | $16,813,643 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,264,032 | 232,496 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,944,968 | 167,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,389,335 | 154,634 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $39,769,237 | 140,329 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $38,021,730 | 124,023 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $33,330,542 | 116,769 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $45,551,990 | 154,194 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $37,864,923 | 139,107 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $31,312,911 | 127,907 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $35,270,455 | 142,254 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $28,533,739 | 134,536 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $24,975,910 | 106,598 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $11,442,257 | 54,711 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $29,308,324 | 138,299 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $25,586,027 | 105,627 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $18,427,563 | 70,466 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,970,618 | 66,489 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $34,200,122 | 97,096 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $30,228,219 | 94,540 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,115,636 | 113,715 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,304,325 | 96,764 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,648,007 | 108,028 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,284,205 | 101,022 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,809,551 | 90,804 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $27,461,281 | 124,688 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||