Position in ESS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$207,152
-$5,070 QoQ
Shares Held
856
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,872,271 across 6 REIT - Residential names. ESS ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
83,023 | $1,198,021 | |
| 2 | AIV |
Apartment Investment & Management Co
|
105,358 | $428,807 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
856 | $207,152 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
300 | $36,636 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
36 | $900 | |
| 6 | SUI |
Sun Communities Inc
|
6 | $755 |
All Filings in ESS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,152 | 856 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $212,222 | 811 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $205,027 | 766 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $215,667 | 761 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $243,416 | 794 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $224,355 | 786 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $232,200 | 786 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $213,949 | 786 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $187,279 | 765 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $184,467 | 744 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $153,765 | 725 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $167,524 | 715 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||