Position in ESS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$240,986,020
-$4,636,508 QoQ
Shares Held
995,810
+6.1% QoQ
Ownership
1.55%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92.74982175314568.ToString("F0")%
Shared 6.304114238659986.ToString("F0")%
None 0.9460640081943342.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. ESS ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||