Position in ESS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,506,398
-$30,285,337 QoQ
Shares Held
902,919
-5.0% QoQ
Ownership
1.41%
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 93.80254485729064.ToString("F0")%
Shared 0.ToString("F0")%
None 6.1974551427093685.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Legal & General Group Plc holds $1,611,133,947 across 20 REIT - Residential names. ESS ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,019,267 | $329,847,262 | |
| 2 | EQR |
Equity Residential
|
4,936,027 | $291,965,996 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
902,919 | $218,506,398 | |
| 4 | INVH |
Invitation Homes Inc.
|
5,742,024 | $142,689,295 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,148,557 | $140,261,780 | |
| 6 | SUI |
Sun Communities Inc
|
1,076,405 | $135,583,973 | |
| 7 | UDR |
UDR, Inc.
|
2,644,336 | $89,325,669 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,094,767 | $68,335,354 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,506,398 | 902,919 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $248,791,735 | 950,748 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $246,590,338 | 921,282 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $263,579,003 | 930,060 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $290,872,083 | 948,795 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $261,430,213 | 915,885 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $286,779,850 | 970,753 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $269,288,004 | 989,302 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $249,083,401 | 1,017,456 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $253,663,446 | 1,023,084 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $208,010,236 | 980,764 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $233,725,261 | 997,547 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $207,174,501 | 990,602 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $196,667,269 | 928,026 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $225,218,186 | 929,770 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $257,639,651 | 985,200 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $321,329,911 | 930,097 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $319,413,082 | 906,831 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $294,830,973 | 922,096 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $269,411,978 | 898,010 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $245,206,203 | 902,024 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $215,253,517 | 906,636 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $185,402,657 | 923,366 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $204,964,375 | 894,377 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $195,189,680 | 886,259 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||