Position in ESS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$291,822,977
+$50,836,957 QoQ
Shares Held
1,000,799
+0.5% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,614 across 18 REIT - Residential names. ESS ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,956,240 | $402,392,744 | |
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,822,977 | 1,000,799 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $240,986,020 | 995,810 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $245,622,528 | 938,637 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $248,706,190 | 929,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $261,777,711 | 923,704 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $287,631,331 | 938,224 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $273,176,924 | 957,038 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $277,180,766 | 938,260 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $256,276,570 | 941,501 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $227,349,903 | 928,679 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $232,513,667 | 937,782 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $198,467,032 | 935,768 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $216,612,690 | 924,510 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $191,483,772 | 915,577 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $190,438,939 | 898,636 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $228,641,378 | 943,902 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $257,556,750 | 984,883 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $344,918,249 | 998,374 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $357,977,336 | 1,016,317 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $330,066,962 | 1,032,298 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $312,352,111 | 1,041,139 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $284,881,795 | 1,047,976 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $254,791,071 | 1,073,166 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $213,047,627 | 1,061,047 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $226,788,007 | 989,606 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $217,832,776 | 989,070 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||