MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in ESS — Essex Property Trust, Inc.
CIK 912938
Boston, MA
Position in ESS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$205,584,566
-$26,786,226 QoQ
Shares Held
849,523
-4.3% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 77.44416572594267.ToString("F0")%
Shared 21.452038379184554.ToString("F0")%
None 1.1037958948727697.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $986,207,937 across 9 REIT - Residential names. ESS ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
4,321,310 | $269,736,167 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
849,523 | $205,584,566 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
1,664,943 | $203,322,837 | |
| 4 | JAN |
Janus Living, Inc.
|
4,369,804 | $102,996,277 | |
| 5 | EQR |
Equity Residential
|
1,259,931 | $74,524,916 | |
| 6 | AMH |
American Homes 4 Rent
|
2,610,155 | $72,875,525 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
3,091,287 | $46,029,263 | |
| 8 | AVB |
Avalonbay Communities Inc
|
66,369 | $10,841,373 |
All Filings in ESS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,584,566 | 849,523 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $232,370,792 | 887,996 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $266,091,510 | 994,140 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $351,852,434 | 1,241,540 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $380,854,974 | 1,242,310 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $359,519,384 | 1,259,527 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $392,765,615 | 1,329,516 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,823,879 | 1,145,569 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $273,697,332 | 1,117,999 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $264,212,300 | 1,065,630 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $248,338,299 | 1,170,910 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $285,257,906 | 1,217,490 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $231,697,838 | 1,107,860 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $183,873,233 | 867,654 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $124,906,624 | 515,653 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||