MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in ESS — Essex Property Trust, Inc.
CIK 912938
Boston, MA
Position in ESS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$244,352,710
+$38,768,144 QoQ
Shares Held
838,001
-1.4% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#16
of 624 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 78%
Shared 21%
None 1%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $995,673,318 across 9 REIT - Residential names. ESS ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
838,001 | $244,352,710 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
3,512,521 | $226,381,975 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
1,608,237 | $223,448,446 | |
| 4 | JAN |
Janus Living, Inc.
|
4,689,629 | $134,779,933 | |
| 5 | VMRK |
Vivmark Residential
|
1,184,124 | $80,437,541 | |
| 6 | AMH |
American Homes 4 Rent
|
1,166,232 | $39,092,094 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
2,107,570 | $35,175,343 | |
| 8 | 173,454 | $11,718,212 |
All Filings in ESS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,352,710 | 838,001 | Shares | Defined | 2026-08-03 | |
| 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. | ||||||