Private company
Who owns BEX IV and 500 Folsom (combined co-investment group)
One company in the researched set discloses a stake in BEX IV and 500 Folsom (combined co-investment group), none of it sized by anyone who discloses it. BEX IV and 500 Folsom (combined co-investment group) is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
BEX IV and 500 Folsom (combined co-investment group) - Profile
- Type
- joint venture
- Based in
- United States
This is a pair of West Coast apartment co-investments that Essex Property Trust reports as one line in its accounts. BEX IV, LLC is a venture that owns and develops rental apartment communities in the San Francisco Bay Area, its best known holding being 777 Hamilton, a 195 home community in Menlo Park bought in 2019. 500 Folsom, held through Block 9 Residential, LLC, is a 42 storey, 440 foot residential tower at 500 Folsom Street in the Transbay district of San Francisco, built between 2016 and 2019 on a site bought from the city for 43.6 million dollars. Designed by Skidmore, Owings & Merrill with a podium by Fougeron Architecture, it holds 545 homes from studios to three bedroom penthouses, of which 109 are let at below market rents to households at half of area median income, along with about 3,700 square feet of ground floor retail and parking below grade. TMG Partners and BRIDGE Housing developed the tower alongside Essex.
Source
BEX IV and 500 Folsom (combined co-investment group) files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from Number 43: 500 Folsom Street, SoMa, San Francisco (San Francisco YIMBY), Essex Property Trust Form 10-Q for the quarter ended 30 September 2021 (SEC) and Site Prep for 400-Foot Transbay Tower with 545 Units Underway (SocketSite). The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- Essex Property Trust, Inc.. Essex's 30 Jun 2026 10-Q (Note 4) reports a combined line for 'BEX IV and 500 Folsom' at a 50% weighted average ownership percentage and a combined carrying value of $133,022,000 (30 Jun 2026) / $135,518,000 (31 Dec 2025), in thousands as stated and converted here to whole dollars. These are real-estate joint ventures (BEX IV owns/operates apartment communities; 500 Folsom is a specific development address in San Francisco, CA, consistent with Essex's typical West Coast urban infill developments), not stakes in an operating company; equity-method accounted. No individual entity name, address, or per-entity carrying value beyond the combined $133,022,000 is disclosed for BEX IV separately from 500 Folsom, so per the brief's rule against assigning a combined balance to one investee, value_usd is null here. source
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of BEX IV and 500 Folsom (combined co-investment group) where a holder stated one, and are missing where no holder did.