ESS ESSEX PPTY TR INC

Ownership history in Vert Asset Management LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Vert Asset Management LLC reported a position in ESSEX PPTY TR INC (ESS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.15% (2025 Q1)
Avg. % of fund
2.79%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,650 +1,238 +4.2% 2.67% $8.0M $259.11
2025 Q3 ADDED 29,412 +1,006 +3.5% 2.65% $7.9M $265.03
2025 Q2 REDUCED 28,406 -1,534 -5.1% 2.93% $8.1M $277.91
2025 Q1 ADDED 29,940 +1,573 +5.5% 3.15% $9.2M $297.92
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% of Fund (quarterly)    ESS price (monthly, adj. close)
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