Position in ESS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,763,062
-$2,685,174 QoQ
Shares Held
36,211
-17.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.09541299605092.ToString("F0")%
Shared 0.ToString("F0")%
None 4.904587003949076.ToString("F0")%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $234,948,627 across 12 REIT - Residential names. ESS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
4,010,765 | $111,980,556 | |
| 2 | AVB |
Avalonbay Communities Inc
|
145,704 | $23,800,745 | |
| 3 | UDR |
UDR, Inc.
|
651,368 | $22,003,208 | |
| 4 | EQR |
Equity Residential
|
349,674 | $20,683,214 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
145,019 | $17,709,717 | |
| 6 | INVH |
Invitation Homes Inc.
|
462,514 | $11,493,469 | |
| 7 | ESS |
Essex Property Trust, Inc.
This page
|
36,211 | $8,763,062 | |
| 8 | CPT |
Camden Property Trust
|
85,265 | $8,326,976 |
All Filings in ESS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,763,062 | 36,211 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,448,236 | 43,749 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $13,866,122 | 51,805 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,298,635 | 32,811 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $12,715,294 | 41,476 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,174,557 | 53,162 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,504,791 | 82,949 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,275,486 | 81,835 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,000,975 | 81,700 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,001,259 | 84,703 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $14,267,717 | 67,272 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $14,998,245 | 64,013 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $13,580,713 | 64,936 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $16,798,261 | 79,267 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $14,635,535 | 60,420 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,059,849 | 61,412 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $19,787,710 | 57,276 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $34,244,502 | 97,222 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $41,260,207 | 129,043 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,820,523 | 92,732 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $20,895,795 | 76,868 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,364,711 | 89,987 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,402,798 | 76,711 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $52,427,219 | 228,770 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $46,714,223 | 212,106 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||