Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$96,321,506
+$23,160,308 QoQ
Shares Held
330,332
+9.3% QoQ
Ownership
0.514%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#33
of 624 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,321,297,969 across 11 REIT - Residential names. ESS ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,390,114 | $646,328,568 | |
| 2 | UDR |
UDR, Inc.
|
5,453,681 | $217,710,942 | |
| 3 | 2,468,610 | $166,774,834 | |||
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
330,332 | $96,321,506 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,218,739 | $67,028,104 | |
| 6 | CPT |
Camden Property Trust
|
466,631 | $53,424,582 | |
| 7 | AMH |
American Homes 4 Rent
|
928,333 | $31,117,721 | |
| 8 | CSR |
Centerspace
|
476,122 | $26,753,293 |
All Filings in ESS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,321,506 | 330,332 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $73,161,198 | 302,319 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $91,743,699 | 350,595 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $103,853,684 | 388,006 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $177,152,486 | 625,097 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $201,532,677 | 657,379 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $174,718,962 | 612,104 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $189,942,058 | 642,956 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $179,228,725 | 658,445 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $92,306,098 | 377,052 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $78,059,692 | 314,833 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $44,252,789 | 208,651 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $945,634 | 4,036 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $595,421 | 2,847 | Shares | Defined | 2023-05-12 | |
| 2021-03-31 | $40,958,132 | 150,670 | Shares | Defined | 2021-05-17 | |
| 2020-06-30 | $6,967,684 | 30,404 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,411,624 | 56,355 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||