Position in ESS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$73,161,198
-$18,582,501 QoQ
Shares Held
302,319
-13.8% QoQ
Ownership
0.470%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 99.47902712035962.ToString("F0")%
None 0.5209728796403799.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,341,065,293 across 11 REIT - Residential names. ESS ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,842,918 | $735,973,949 | |
| 2 | UDR |
UDR, Inc.
|
6,488,226 | $219,172,271 | |
| 3 | AVB |
Avalonbay Communities Inc
|
603,725 | $98,618,477 | |
| 4 | ESS |
Essex Property Trust, Inc.
This page
|
302,319 | $73,161,198 | |
| 5 | CPT |
Camden Property Trust
|
559,301 | $54,621,333 | |
| 6 | CSR |
Centerspace
|
871,677 | $50,077,842 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
383,130 | $46,787,833 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
2,453,499 | $36,532,598 |
All Filings in ESS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||