Essex Property Trust, Inc.
MX ˙ BMV ˙ US2971781057
SecurityMX:ESS / Essex Property Trust, Inc.
InstitutionORG Partners LLC
Latest Disclosed Ownership380 shares
Latest Disclosed Value $ 99,395
ORG Partners LLC reports 5.56% increase in ownership of ESS / Essex Property Trust, Inc.

On January 14, 2026 - ORG Partners LLC filed a 13F-HR form disclosing ownership of 380 shares of Essex Property Trust, Inc. (MX:ESS) valued at $99,395 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 24, 2025 disclosing 360 shares of Essex Property Trust, Inc.. This represents a change in shares of 5.56% 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)
2026-01-14 2025-12-31 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 380 20 5.56 99 3.13 0.0175
2025-10-24 2025-09-30 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 360 -313 -46.51 96 -6.80 0.0176
2025-07-16 2025-06-30 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 673 24 3.70 104 -47.98 0.0221
2025-04-21 2025-03-31 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 649 -12 -1.82 198 5.32 0.0488
2025-01-10 2024-12-31 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 661 -25 -3.64 189 -6.93 0.0256
2024-10-11 2024-09-30 13F ESSEX PPTY TR REAL ESTATE INVESTME 297178105 686 -2,039 -74.83 203 -72.81 0.0324
2024-07-16 2024-06-30 13F ESSEX PPTY TR INC COM Stock 297178105 2,725 2,725 743 0.0925
2024-01-29 2023-12-31 13F ESSEX PROPERTY TR ESS 297178105 0 -432 -100.00 0 -100.00
2023-11-13 2023-09-30 13F/A-1 ESSEX PROPERTY TR ESS 297178105 432 -1,699 -79.73 92 -81.80 0.0271
2023-11-03 2023-09-30 13F ESSEX PROPERTY TR ESS 297178105 432 -1,699 0 0.0004
2023-07-25 2023-06-30 13F ESSEX PROPERTY TR REAL ESTATE INVESTME 297178105 2,131 2,131 501 0.0812
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.