Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,280
+$11,546 QoQ
Shares Held
145
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#516
of 618 holders
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $1,080,449 across 16 REIT - Residential names. ESS ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,236 | $421,910 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
2,768 | $178,397 | |
| 3 | AMH |
American Homes 4 Rent
|
3,841 | $128,750 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
3,321 | $55,427 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
378 | $52,518 | |
| 6 | ESS |
Essex Property Trust, Inc.
This page
|
145 | $42,280 | |
| 7 | VMRK |
Vivmark Residential
|
621 | $42,184 | |
| 8 | INVH |
Invitation Homes Inc.
|
1,377 | $41,599 |
All Filings in ESS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,280 | 145 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $30,734 | 127 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,588 | 136 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,331 | 132 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $41,659 | 147 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $48,438 | 158 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $43,957 | 154 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,087 | 112 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $30,486 | 112 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,916 | 16 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,967 | 16 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,150 | 29 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $6,793 | 29 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,110 | 34 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $1,910 | 25 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $29,067 | 120 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $38,703 | 148 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $51,130 | 148 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $76,785 | 218 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||