Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,012,738
+$6,730,566 QoQ
Shares Held
24,050
+1962.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#158
of 623 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FIL Ltd holds $108,254,584 across 13 REIT - Residential names. ESS ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
564,558 | $38,350,424 | |
| 2 | AVB |
Avalonbay Communities Inc
|
189,969 | $35,845,250 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
24,050 | $7,012,738 | |
| 4 | CPT |
Camden Property Trust
|
58,751 | $6,726,401 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
95,885 | $6,179,788 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
43,251 | $6,009,293 | |
| 7 | UDR |
UDR, Inc.
|
139,894 | $5,584,567 | |
| 8 | JAN |
Janus Living, Inc.
|
44,842 | $1,288,758 |
All Filings in ESS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,012,738 | 24,050 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $282,172 | 1,166 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $218,241 | 834 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $155,242 | 580 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $140,283 | 495 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $210,920 | 688 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $634,818 | 2,224 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,730,268 | 12,627 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,600,054 | 9,552 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,068,644 | 8,450 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,181,872 | 8,800 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,866,392 | 8,800 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,366,430 | 10,100 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $3,592,992 | 10,400 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,502,499 | 21,300 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,359,576 | 32,400 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,740,358 | 35,800 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,200,079 | 41,201 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,621,419 | 32,101 | Shares | Defined | 2021-03-23 | |
| No filing history on record for this holder in this stock. | ||||||