Position in ESS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,442,649
+$511,005 QoQ
Shares Held
8,377
+4.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#230
of 618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $12,956,801 across 9 REIT - Residential names. ESS ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
14,015 | $2,644,490 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
8,377 | $2,442,649 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
17,531 | $2,435,756 | |
| 4 | CPT |
Camden Property Trust
|
13,780 | $1,577,672 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
21,257 | $1,370,012 | |
| 6 | SUI |
Sun Communities Inc
|
9,703 | $1,163,485 | |
| 7 | VMRK |
Vivmark Residential
|
9,869 | $670,400 | |
| 8 | INVH |
Invitation Homes Inc.
|
14,368 | $434,056 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,442,649 | 8,377 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,931,644 | 7,982 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,378,932 | 9,091 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,523,230 | 9,427 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $3,198,452 | 11,286 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $3,376,254 | 11,013 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,097,879 | 10,853 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,229,825 | 10,933 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,636,444 | 20,707 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $5,055,814 | 20,652 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,858,688 | 15,563 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,342,537 | 15,760 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,830,335 | 16,348 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,582,986 | 17,132 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,728,943 | 17,596 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $5,184,448 | 21,403 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $4,762,880 | 18,213 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $6,470,840 | 18,730 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $6,382,758 | 18,121 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,613,354 | 17,556 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,442,480 | 18,141 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,681,627 | 17,222 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,459,311 | 48,266 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $3,016,668 | 15,024 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $3,407,756 | 14,870 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,833,385 | 12,865 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||