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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in ESS — Essex Property Trust, Inc.

CIK 815917 DES PERES, MO
Back to ESS Full portfolio

Position in ESS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,728,576
+$1,808,660 QoQ
Shares Held
19,646
+21.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ESS Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $89,515,563 across 19 REIT - Residential names. ESS ranks #5 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VMRK
Vivmark Residential
 601,419 $40,854,392
2
267,304 $18,058,580
3 SUI
Sun Communities Inc
 109,345 $13,111,558
4 MAA
Mid America Apartment Communities Inc.
 67,378 $9,361,498
5 ESS
Essex Property Trust, Inc.
This page 		19,646 $5,728,576
6 CPT
Camden Property Trust
 5,106 $584,585
7 AMH
American Homes 4 Rent
 16,416 $550,264
8 IRT
Independence Realty Trust, Inc.
 20,764 $346,551

All Filings in ESS

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9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,728,576 19,646
2026-03-31 $3,919,916 16,198
2025-12-31 $142,615 545
2025-09-30 $134,364 502
2025-06-30 $115,909 409
2025-03-31 $91,051 297
2024-12-31 $63,653 223
2024-09-30 $11,225 38
2022-06-30 $3,399 13