BAMCO INC /NY/

Position in ESS — Essex Property Trust, Inc.

CIK 1017918 NEW YORK, NY

Position in ESS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,902,250

-$945,372 QoQ

Shares Held

16,125

-13.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

BAMCO INC /NY/ holds $65,934,850 across 5 REIT - Residential names. ESS ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQR	Equity Residential	473,496	$28,007,288
2	UDR	UDR, Inc.	772,594	$26,098,225
3	JAN	Janus Living, Inc.	225,000	$5,303,250
4	ESS	Essex Property Trust, Inc. This page	16,125	$3,902,250
5	AMH	American Homes 4 Rent	93,977	$2,623,837

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.