JONES FINANCIAL COMPANIES LLLP
Position in ESS — Essex Property Trust, Inc.
CIK 815917
DES PERES, MO
Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,919,916
+$3,777,301 QoQ
Shares Held
16,198
+2872.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
8 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 Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $54,885,065 across 18 REIT - Residential names. ESS ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
514,863 | $30,454,145 | |
| 2 | AVB |
Avalonbay Communities Inc
|
66,345 | $10,837,455 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
51,010 | $6,229,340 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
16,198 | $3,919,916 | |
| 5 | SUI |
Sun Communities Inc
|
14,521 | $1,829,065 | |
| 6 | CPT |
Camden Property Trust
|
4,108 | $401,187 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
5,554 | $346,680 | |
| 8 | AMH |
American Homes 4 Rent
|
7,068 | $197,338 |
All Filings in ESS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,919,916 | 16,198 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $142,615 | 545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134,364 | 502 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $115,909 | 409 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $91,051 | 297 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $63,653 | 223 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,225 | 38 | Shares | Sole | 2024-11-12 | |
| 2022-06-30 | $3,399 | 13 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||