Position in ESS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$87,529,948
-$4,853,558 QoQ
Shares Held
361,694
+2.5% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
0.10%
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, 2026SEI INVESTMENTS CO holds $472,801,053 across 18 REIT - Residential names. ESS ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
771,978 | $97,238,348 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
361,694 | $87,529,948 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
957,634 | $59,775,514 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,053,588 | $51,031,660 | |
| 5 | AVB |
Avalonbay Communities Inc
|
271,640 | $44,372,393 | |
| 6 | EQR |
Equity Residential
|
652,129 | $38,573,430 | |
| 7 | UDR |
UDR, Inc.
|
981,797 | $33,165,101 | |
| 8 | AMH |
American Homes 4 Rent
|
663,755 | $18,532,039 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,529,948 | 361,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $92,383,506 | 353,040 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $87,047,849 | 325,218 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $88,219,869 | 311,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $91,775,714 | 299,363 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $73,679,770 | 258,127 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $81,167,530 | 274,753 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $85,866,578 | 315,454 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $76,308,255 | 311,704 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $88,843,099 | 358,325 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $61,318,824 | 289,117 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $68,597,650 | 292,777 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $47,907,281 | 229,068 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,961,279 | 183,849 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $63,564,785 | 262,415 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $78,412,465 | 299,845 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $134,312,259 | 388,770 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $135,852,997 | 385,694 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $122,992,147 | 384,663 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $110,208,072 | 367,348 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $82,636,641 | 303,990 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $66,941,992 | 281,956 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $43,059,013 | 214,448 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $46,551,989 | 203,133 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $36,662,691 | 166,467 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||