Corient Private Wealth LLC

Position in ESS — Essex Property Trust, Inc.

CIK 1948780 MIAMI, FL

Position in ESS

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

Position Value

$16,076,060

+$13,501,653 QoQ

Shares Held

66,430

+575.2% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 92.36183402992495.ToString("F0")% Shared 0.0435046068271158.ToString("F0")% None 7.59466136324793.ToString("F0")%

Real Estate · as of Mar 31, 2026

Corient Private Wealth LLC holds $87,674,667 across 14 REIT - Residential names. ESS ranks #1 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	66,430	$16,076,060
2	MAA	Mid America Apartment Communities Inc.	126,959	$15,504,233
3	SUI	Sun Communities Inc	95,035	$11,970,607
4	AMH	American Homes 4 Rent	401,438	$11,208,148
5	CPT	Camden Property Trust	86,839	$8,480,696
6	AVB	Avalonbay Communities Inc	46,308	$7,564,411
7	EQR	Equity Residential	84,613	$5,004,858
8	IRT	Independence Realty Trust, Inc.	220,718	$3,286,491

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,076,060	66,430	+575.2%	Shares	Sole	2026-05-15
2025-12-31	$2,574,407	9,838	+180.4%	Shares	Sole	2026-03-09
2025-09-30	$938,949	3,508	+8.6%	Shares	Other	2025-11-14
2025-06-30	$915,664	3,231	+25.5%	Shares	Sole	2025-09-26
2025-03-31	$789,110	2,574	+40.6%	Shares	Defined	2025-05-14
2024-12-31	$522,640	1,831	+22.4%	Shares	Defined	2025-02-10
2024-09-30	$441,948	1,496	-7.6%	Shares	Sole	2024-11-12
2024-06-30	$440,691	1,619	+10.1%	Shares	Sole	2024-08-13
2024-03-31	$359,870	1,470	+40.9%	Shares	Sole	2024-05-09
2023-12-31	$258,601	1,043	-0.5%	Shares	Sole	2024-02-09
2023-09-30	$222,270	1,048	-7.3%	Shares	Sole	2023-11-03
2023-06-30	$264,993	1,131	-10.2%	Shares	Sole	2023-08-10
2023-03-31	$263,516	1,260	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.