BAMCO INC /NY/

Position in ESS — Essex Property Trust, Inc.

CIK 1017918 NEW YORK, NY

Position in ESS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,355,357

+$3,453,107 QoQ

Shares Held

25,225

+56.4% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#151

of 624 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Real Estate · as of Jun 30, 2026

BAMCO INC /NY/ holds $55,044,557 across 4 REIT - Residential names. ESS ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	288,564	$19,602,152
2	UDR	UDR, Inc.	372,699	$14,878,144
3	JAN	Janus Living, Inc.	459,600	$13,208,904
4	ESS	Essex Property Trust, Inc. This page	25,225	$7,355,357

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,355,357	25,225	+56.4%	Shares	Defined	2026-08-14
2026-03-31	$3,902,250	16,125	-13.0%	Shares	Defined	2026-05-15
2025-12-31	$4,847,622	18,525	+8936.6%	Shares	Defined	2026-02-17
2020-06-30	$46,979	205	-33.4%	Shares	Defined	2020-08-14
2020-03-31	$67,833	308	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.