CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in ESS — Essex Property Trust, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$214,775,242
-$7,051,155 QoQ
Shares Held
887,501
+4.7% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.99864788884744.ToString("F0")%
Shared 0.ToString("F0")%
None 0.001352111152550814.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,495,917,053 across 18 REIT - Residential names. ESS ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,430,876 | $560,433,593 | |
| 2 | EQR |
Equity Residential
|
4,743,347 | $280,568,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
887,501 | $214,775,242 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,595,031 | $194,785,185 | |
| 5 | INVH |
Invitation Homes Inc.
|
7,749,697 | $192,579,970 | |
| 6 | SUI |
Sun Communities Inc
|
1,526,108 | $192,228,563 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,910,646 | $181,682,523 | |
| 8 | UDR |
UDR, Inc.
|
5,009,830 | $169,232,057 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||