CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1034642
PASADENA, CA
Position in ESS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,654,796
-$160,739 QoQ
Shares Held
6,838
-1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $1,964,505 across 2 REIT - Residential names. ESS ranks #1 (84.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
6,838 | $1,654,796 | |
| 2 | VMRK |
Vivmark Residential
|
5,236 | $309,709 |
All Filings in ESS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,654,796 | 6,838 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,815,535 | 6,938 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,857,025 | 6,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,966,229 | 6,938 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,187,683 | 7,136 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,167,345 | 7,593 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,277,983 | 7,711 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,180,322 | 8,010 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,019,927 | 8,251 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,157,325 | 8,701 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,933,836 | 9,118 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,152,279 | 9,186 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,953,158 | 9,339 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,010,908 | 9,489 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,343,817 | 9,676 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,530,370 | 9,676 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,336,991 | 9,659 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,402,189 | 9,659 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,088,368 | 9,659 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,001,000 | 10,003 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,737,972 | 10,072 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,417,410 | 10,182 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,077,172 | 10,345 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,359,305 | 10,295 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,322,651 | 10,546 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||