Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$42,931,374
+$6,730,836 QoQ
Shares Held
147,232
-1.6% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 50%
None 50%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $618,782,102 across 18 REIT - Residential names. ESS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,637,427 | $313,296,155 | |
| 2 | INVH |
Invitation Homes Inc.
|
1,925,033 | $58,155,243 | |
| 3 | UDR |
UDR, Inc.
|
1,159,201 | $46,275,302 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
702,172 | $45,254,982 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
147,232 | $42,931,374 | |
| 6 | VMRK |
Vivmark Residential
|
422,201 | $28,680,112 | |
| 7 | SUI |
Sun Communities Inc
|
171,996 | $20,624,038 | |
| 8 | CPT |
Camden Property Trust
|
113,136 | $12,952,939 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,931,374 | 147,232 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $36,200,538 | 149,589 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $230,494,281 | 880,825 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $236,078,794 | 882,010 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $240,614,815 | 849,029 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $261,996,558 | 854,606 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $228,869,500 | 801,813 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $229,504,999 | 776,877 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $212,373,703 | 780,212 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $185,268,777 | 756,786 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $185,967,890 | 750,052 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $164,613,439 | 776,149 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $160,952,616 | 686,951 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $142,014,632 | 679,041 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $114,461,168 | 540,115 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $109,060,421 | 450,235 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,784,204 | 56,534 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $30,745,644 | 88,994 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,871,681 | 67,773 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,793,676 | 58,778 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,055,899 | 70,184 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,740,402 | 79,975 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $24,906,306 | 104,904 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $23,385,808 | 116,469 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $24,405,456 | 106,495 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,795,718 | 94,423 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||