Yoffe Investment Management, LLC

Position in ESS — Essex Property Trust, Inc.

CIK 2056336 LEMOYNE, PA

Position in ESS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$365,945

+$62,477 QoQ

Shares Held

1,255

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#402

of 624 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Yoffe Investment Management, LLC holds $573,919 across 3 REIT - Residential names. ESS ranks #1 (63.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	1,255	$365,945
2	UMH	Umh Properties, Inc.	11,612	$175,805
3	ELME	Elme Communities	21,736	$32,169

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,945	1,255	+0.1%	Shares	Sole	2026-07-10
2026-03-31	$303,468	1,254	-0.1%	Shares	Sole	2026-04-21
2025-12-31	$328,408	1,255	0.0%	Shares	Sole	2026-01-26
2025-09-30	$335,913	1,255	0.0%	Shares	Sole	2025-10-24
2025-06-30	$355,667	1,255	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$384,438	1,254	—	Shares	Sole	2025-04-16
No filing history on record for this holder in this stock.