Position in ESS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,888,158
-$1,160,574 QoQ
Shares Held
20,199
-12.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.35115599782168.ToString("F0")%
Shared 0.ToString("F0")%
None 6.6488440021783255.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. ESS ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,888,158 | 20,199 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,048,732 | 23,115 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,789,731 | 25,367 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,980,826 | 28,161 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,817,565 | 28,762 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,427,330 | 29,524 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,932,613 | 30,237 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,086,789 | 29,709 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,412,112 | 30,277 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,875,871 | 27,732 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,033,959 | 28,450 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,552,199 | 27,965 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,710,566 | 27,305 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,437,654 | 25,659 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,945,124 | 20,415 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,303,683 | 20,281 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,223,294 | 20,908 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,352,076 | 23,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,895,338 | 24,693 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,547,650 | 25,158 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,765,009 | 24,886 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,213,979 | 21,961 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,205,143 | 20,943 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,276,407 | 23,024 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,121,460 | 23,254 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||