Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,638,154
+$6,056,444 QoQ
Shares Held
70,778
+17.5% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#83
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $244,861,193 across 21 REIT - Residential names. ESS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
860,512 | $58,134,632 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
261,498 | $36,332,530 | |
| 3 | AMH |
American Homes 4 Rent
|
699,369 | $23,442,847 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
70,778 | $20,638,154 | |
| 5 | SUI |
Sun Communities Inc
|
168,042 | $20,149,913 | |
| 6 | VMRK |
Vivmark Residential
|
259,339 | $17,616,896 | |
| 7 | CPT |
Camden Property Trust
|
146,933 | $16,822,357 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
198,228 | $12,775,792 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,638,154 | 70,778 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,581,710 | 60,255 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,984,056 | 57,261 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,148,774 | 52,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,903,766 | 45,532 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,643,621 | 47,766 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,312,530 | 50,142 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,216,193 | 54,892 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,268,722 | 52,420 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $15,896,735 | 64,935 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,788,933 | 55,614 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,045,437 | 56,794 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,169,025 | 77,546 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $17,247,774 | 82,470 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,127,049 | 90,256 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,796,804 | 77,599 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $22,319,876 | 85,350 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $39,500,799 | 114,336 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,525,115 | 115,053 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $46,667,329 | 145,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,054,499 | 110,178 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $32,704,525 | 120,308 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $33,446,541 | 140,875 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $24,547,378 | 122,254 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $23,047,625 | 100,570 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $28,870,379 | 131,086 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||