Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$203,449,884
-$47,263,101 QoQ
Shares Held
840,702
-12.3% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.43622829492494.ToString("F0")%
Shared 0.ToString("F0")%
None 18.563771705075045.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MORGAN STANLEY holds $1,847,412,028 across 22 REIT - Residential names. ESS ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,665,936 | $272,130,636 | |
| 2 | EQR |
Equity Residential
|
4,481,129 | $265,058,772 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
840,702 | $203,449,884 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,598,100 | $195,159,964 | |
| 5 | INVH |
Invitation Homes Inc.
|
6,842,806 | $170,043,722 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
2,136,556 | $133,363,815 | |
| 7 | CPT |
Camden Property Trust
|
1,317,234 | $128,641,066 | |
| 8 | UDR |
UDR, Inc.
|
3,542,003 | $119,648,853 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,449,884 | 840,702 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $250,712,985 | 958,090 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $195,371,718 | 729,925 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $211,453,518 | 746,131 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $210,720,270 | 687,348 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $192,799,585 | 675,447 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $192,621,220 | 652,025 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $200,157,365 | 735,332 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $171,297,957 | 699,718 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $186,341,283 | 751,558 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $168,427,024 | 794,130 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $167,219,670 | 713,699 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,270,473 | 618,105 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $111,208,194 | 524,765 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $120,016,725 | 495,466 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $135,132,149 | 516,738 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $101,393,885 | 293,487 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $127,539,662 | 362,092 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,445,436 | 295,382 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $91,196,737 | 303,979 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $125,683,047 | 462,342 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $94,633,472 | 398,591 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $75,541,410 | 376,221 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $160,875,731 | 701,993 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $136,206,762 | 618,447 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||