CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ESS — Essex Property Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,996,334
+$59,221,092 QoQ
Shares Held
939,663
+5.9% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,325 across 17 REIT - Residential names. ESS ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
9,872,263 | $666,952,164 | |
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
|
1,648,236 | $197,639,978 |
All Filings in ESS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,996,334 | 939,663 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $214,775,242 | 887,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $221,826,397 | 847,701 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $213,484,010 | 797,594 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $226,907,327 | 800,661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $238,556,832 | 778,148 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $220,611,723 | 772,883 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $222,799,560 | 754,179 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $192,463,093 | 707,065 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $170,454,348 | 696,272 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $170,981,407 | 689,608 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $142,372,623 | 671,284 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $159,182,482 | 679,396 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $142,964,757 | 683,584 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $143,059,986 | 675,066 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $158,162,140 | 652,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $163,374,972 | 624,737 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $218,150,927 | 631,443 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $212,309,098 | 602,757 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $188,334,853 | 589,025 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $172,338,344 | 574,442 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $153,855,459 | 565,978 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $130,320,312 | 548,902 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $114,449,697 | 569,997 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $138,375,825 | 603,813 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $202,929,136 | 921,400 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||