Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,633,331
+$21,542,645 QoQ
Shares Held
255,953
+16.7% QoQ
Ownership
0.398%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 624 holders
Holding Since
Mar 2020
26 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, 2026HSBC HOLDINGS PLC holds $724,660,530 across 16 REIT - Residential names. ESS ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,022,699 | $136,649,859 | |
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,633,331 | 255,953 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $53,090,686 | 219,383 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $55,638,137 | 212,619 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $51,066,045 | 190,787 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $48,681,317 | 171,776 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $76,421,460 | 249,279 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $66,665,080 | 233,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,632,852 | 239,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $53,457,901 | 196,392 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $57,486,527 | 234,821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,651,603 | 208,323 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $41,476,955 | 195,563 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $49,472,678 | 211,151 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $41,341,539 | 197,674 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $41,981,138 | 198,099 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $44,136,001 | 182,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,803,228 | 178,973 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $48,788,685 | 141,220 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $51,246,294 | 145,491 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $49,595,830 | 155,113 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $51,209,306 | 170,692 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,131,692 | 166,023 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,012,535 | 214,862 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $39,338,373 | 195,918 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,072,961 | 157,407 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $35,424,942 | 160,847 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||