Perigon Wealth Management, LLC
Position in ESS — Essex Property Trust, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in ESS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,146,149
+$1,423,147 QoQ
Shares Held
27,937
+0.6% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#143
of 624 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Perigon Wealth Management, LLC holds $8,363,469 across 2 REIT - Residential names. ESS ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
This page
|
27,937 | $8,146,149 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
13,021 | $217,320 |
All Filings in ESS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,146,149 | 27,937 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,723,002 | 27,781 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,232,835 | 27,640 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,352,620 | 27,470 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,781,880 | 27,459 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,412,893 | 27,442 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,820,485 | 27,398 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,091,258 | 27,389 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $7,449,297 | 27,367 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,702,408 | 27,378 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,746,199 | 27,209 | Shares | Sole | 2024-01-29 | |
| 2020-12-31 | $28,965 | 122 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||