Position in ESS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$14,278
-$1,161 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MONTAG A & ASSOCIATES INC holds $4,161,005 across 7 REIT - Residential names. ESS ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
261,651 | $3,775,623 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,338 | $285,516 | |
| 3 | EQR |
Equity Residential
|
1,214 | $71,808 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
59 | $14,278 | |
| 5 | AVB |
Avalonbay Communities Inc
|
53 | $8,657 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
74 | $4,619 | |
| 7 | MRP |
Millrose Properties, Inc.
|
18 | $504 |
All Filings in ESS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,278 | 59 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $15,439 | 59 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,933 | 67 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,526,913 | 12,445 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,870,139 | 12,624 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,464,956 | 12,139 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,275,026 | 11,086 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $16,059 | 59 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,443 | 59 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $14,628 | 59 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,513 | 59 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,823 | 59 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,339 | 59 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,503 | 59 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $14,291 | 59 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $15,429 | 59 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,383 | 59 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,781 | 59 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $18,864 | 59 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $17,700 | 59 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $16,038 | 59 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,007 | 59 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||