SEC 13F Intelligence

Gillson Capital LP / ESS

Gillson Capital LP’s Essex Ppty Tr Inc Position

Does Gillson Capital LP own Essex Ppty Tr Inc (ESS)? Not currently — the last reported position was 130.2K shares worth $37M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$37M
Q2 2025
Shares
130.2K
% of Portfolio
+2.82%
Quarters Held
6
position exited

Position History ESS

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $18MQ3 ’21Q3 ’24: $26MQ3 ’24Q4 ’24: $19MQ4 ’24Q1 ’25: $24MQ1 ’25Q2 ’25: $37MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025130.2K$37M+2.82%
Q1 202577.7K$24M+2.03%
Q4 202465.5K$19M+1.68%
Q3 202487.0K$26M+2.34%
Q3 202157.5K$18M+1.35%
Q2 202110.7K$3M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of ESS.