OSTERWEIS CAPITAL MANAGEMENT INC
Position in ESS — Essex Property Trust, Inc.
CIK 1007524
SAN FRANCISCO, CA
Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,166,360
+$198,360 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#292
of 624 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $1,204,578 across 2 REIT - Residential names. ESS ranks #1 (96.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
4,000 | $1,166,360 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
593 | $38,218 |
All Filings in ESS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,360 | 4,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $968,000 | 4,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,046,720 | 4,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,070,640 | 4,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,133,600 | 4,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,226,280 | 4,000 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $1,141,760 | 4,000 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $1,181,680 | 4,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,103,771 | 4,055 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $992,704 | 4,055 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,005,396 | 4,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $860,024 | 4,055 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $950,086 | 4,055 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $848,062 | 4,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $859,335 | 4,055 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $982,242 | 4,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,060,423 | 4,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,400,921 | 4,055 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,428,292 | 4,055 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,296,545 | 4,055 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,200,040 | 4,000 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $1,087,360 | 4,000 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $949,680 | 4,000 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||