Position in ESS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$53,090,686
-$2,547,451 QoQ
Shares Held
219,383
+3.2% QoQ
Ownership
0.341%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $612,014,236 across 17 REIT - Residential names. ESS ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
691,452 | $112,948,680 | |
| 2 | EQR |
Equity Residential
|
1,468,782 | $86,878,454 | |
| 3 | SUI |
Sun Communities Inc
|
601,525 | $75,768,086 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,667,764 | $66,293,933 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
439,822 | $53,711,060 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
219,383 | $53,090,686 | |
| 7 | CPT |
Camden Property Trust
|
483,174 | $47,186,772 | |
| 8 | UDR |
UDR, Inc.
|
1,183,338 | $39,973,155 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,090,686 | 219,383 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $55,638,137 | 212,619 | Shares | Sole | 2026-03-20 | |
| 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. | ||||||