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Disclosery

ESS ESSEX PPTY TR INC

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REIT (common), issuer CIK 920522

Filings received so far for Q3 2026: 19 13F filers report a position in ESS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pensionfund PDNgroup of 2 filers holding14,145$3.81M-1,100Timeline
Versant Capital Management, Inc2,648$713K0.06%+12313F-HRTimeline
Valeo Financial Advisors, LLC2,101$566K0.01%+2413F-HRTimeline
GAMMA Investing LLC1,863$502K0.02%+25713F-HRTimeline
Wedmont Private Capital1,350$363K0.01%+37113F-HRTimeline
Legacy Wealth Asset Management, LLC1,009$272K0.06%+1013F-HRTimeline
CX Institutional684$184K<0.01%-1213F-HRTimeline
Farther Finance Advisors, LLC637$172K<0.01%+28313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC312$84K0.02%+15013F-HRTimeline
CoreCap Advisors, LLC167$45K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB149$40.1K<0.01%-1613F-HRTimeline
GoalVest Advisory LLC64$17.2K<0.01%new13F-HRTimeline
GK Wealth Management LLC47$12.7K0.01%new13F-HRTimeline
Investors Research Corp22$5.93K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC11$2.96K<0.01%new13F-HRTimeline
Grove Bank & Trust9$2.42K<0.01%013F-HRTimeline
Planning Strategies Inc.3$808<0.01%+113F-HRTimeline
Retirement Wealth Solutions LLC1$270<0.01%-113F-HRTimeline