Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership2,891 shares
Latest Disclosed Value $ 699,622
CWM Advisors, LLC reports 131.28% increase in ownership of ESS / Essex Property Trust, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,891 shares of Essex Property Trust, Inc. (MX:ESS) valued at $699,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,250 shares of Essex Property Trust, Inc.. This represents a change in shares of 131.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 2,891 1,641 131.28 700 113.76 0.1404
2026-04-23 2026-03-31 13F ESSEX PPTY TR COM 297178105 1,356 106 328 0.0270
2026-02-17 2025-12-31 13F ESSEX PPTY TR COM 297178105 1,250 95 8.23 327 5.83 0.0294
2025-10-15 2025-09-30 13F ESSEX PPTY TR COM 297178105 1,155 169 17.14 309 10.75 0.0301
2025-07-24 2025-06-30 13F ESSEX PPTY TR COM 297178105 986 -31 -3.05 279 -10.29 0.0304
2025-06-03 2025-03-31 13F ESSEX PPTY TR COM 297178105 1,017 108 11.88 312 20.08 0.0371
2025-01-17 2024-12-31 13F ESSEX PPTY TR COM 297178105 909 -56 -5.80 259 -9.12 0.0290
2024-10-10 2024-09-30 13F ESSEX PPTY TR COM 297178105 965 -11 -1.13 285 7.55 0.0292
2024-08-12 2024-06-30 13F ESSEX PPTY TR COM 297178105 976 -836 -46.14 266 -40.18 0.0306
2024-05-07 2024-03-31 13F ESSEX PPTY TR COM 297178105 1,812 30 1.68 444 0.45 0.0454
2024-02-12 2023-12-31 13F ESSEX PPTY TR COM 297178105 1,782 57 3.30 442 20.82 0.0486
2023-10-26 2023-09-30 13F ESSEX PPTY TR COM 297178105 1,725 45 2.68 366 -7.12 0.0467
2023-07-31 2023-06-30 13F ESSEX PPTY TR COM 297178105 1,680 -327 -16.29 394 -6.21 0.0476
2023-04-24 2023-03-31 13F ESSEX PPTY TR COM 297178105 2,007 220 12.31 420 10.85 0.0534
2023-01-26 2022-12-31 13F ESSEX PPTY TR COM 297178105 1,787 462 34.87 379 17.76 0.0487
2022-11-07 2022-09-30 13F ESSEX PPTY TR COM 297178105 1,325 44 3.43 321 -4.18 0.0454
2022-08-10 2022-06-30 13F ESSEX PPTY TR COM 297178105 1,281 129 11.20 335 -15.83 0.0444
2022-04-21 2022-03-31 13F ESSEX PPTY TR COM 297178105 1,152 -35 -2.95 398 -4.78 0.0461
2022-02-14 2021-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,187 2 0.17 418 10.29 0.0479
2021-11-09 2021-09-30 13F ESSEX PPTY TR COM 297178105 1,185 -446 -27.35 379 -22.49 0.0479
2021-08-10 2021-06-30 13F ESSEX PPTY TR COM 297178105 1,631 54 3.42 489 13.99 0.0643
2021-04-30 2021-03-31 13F ESSEX PPTY TR COM 297178105 1,577 -208 -11.65 429 1.18 0.0658
2021-02-12 2020-12-31 13F ESSEX PPTY TR COM 297178105 1,785 -51 -2.78 424 14.91 0.0938
2020-11-16 2020-09-30 13F ESSEX PPTY TR COM 297178105 1,836 140 8.25 369 -5.14 0.1015
2020-08-12 2020-06-30 13F ESSEX PPTY TR COM 297178105 1,696 -46 -2.64 389 1.30 0.1343
2020-05-08 2020-03-31 13F ESSEX PPTY TR COM 297178105 1,742 -381 -17.95 384 -39.91 0.1534
2020-01-24 2019-12-31 13F ESSEX PPTY TR COM 297178105 2,123 164 8.37 639 -0.16 0.2291
2019-11-13 2019-09-30 13F ESSEX PPTY TR COM 297178105 1,959 227 13.11 640 26.48 0.2440
2019-07-16 2019-06-30 13F ESSEX PPTY TR COM 297178105 1,732 155 9.83 506 10.96 0.2128
2019-05-16 2019-03-31 13F ESSEX PPTY TR COM 297178105 1,577 512 48.08 456 74.71 0.2117
2019-02-21 2018-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,065 -208 -16.34 261 -16.88 0.1755
2019-02-21 2018-09-30 13F/A-1 ESSEX PPTY TR COM 297178105 1,273 80 6.71 314 10.18 0.1935
2018-11-07 2018-09-30 13F ESSEX PPTY TR COM 297178105 1,259 1,259 311
2019-02-21 2018-06-30 13F/A-1 ESSEX PPTY TR COM 297178105 1,193 159 15.38 285 14.46 0.2026
2019-02-22 2018-03-31 13F/A-1 ESSEX PPTY TR COM 297178105 1,034 301 41.06 249 40.68 0.2537
2019-02-21 2017-12-31 13F/A-1 ESSEX PPTY TR COM 297178105 733 733 177 0.1505
2018-02-15 2017-12-31 13F Essex Property Trust COM 297178105 30 7 0.0056
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.