Position in ESS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,469,507
+$2,574,517 QoQ
Shares Held
22,187
+37.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#162
of 618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,052,465 across 21 REIT - Residential names. ESS ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,554 | $12,303,692 | |
| 2 | VMRK |
Vivmark Residential
|
166,714 | $11,324,882 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
22,187 | $6,469,507 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
24,731 | $4,666,492 | |
| 6 | CPT |
Camden Property Trust
|
27,153 | $3,108,746 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,469,507 | 22,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,894,990 | 16,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,829,163 | 14,633 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,717,797 | 13,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,370,476 | 11,893 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,845,307 | 12,543 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,296,546 | 11,549 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,538,251 | 5,207 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,375,698 | 5,054 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,235,311 | 5,046 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,251,353 | 5,047 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,008,275 | 4,754 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,152,990 | 4,921 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,054,483 | 5,042 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,081,003 | 5,101 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,067,992 | 4,409 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,261,524 | 4,824 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,478,819 | 7,175 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,748,802 | 7,804 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,495,570 | 7,805 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,855,561 | 6,185 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,114,099 | 7,777 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $795,357 | 3,350 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $571,448 | 2,846 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $666,426 | 2,908 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $621,737 | 2,823 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||