Private company
Who owns MMC-affiliated preferred equity investment, Azusa, CA (three multifamily communities)
One company in the researched set discloses a stake in MMC-affiliated preferred equity investment, Azusa, CA (three multifamily communities), none of it sized by anyone who discloses it. MMC-affiliated preferred equity investment, Azusa, CA (three multifamily communities) 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.
What this is
An unnamed private holding entity sponsored in part by an affiliate of the Marcus & Millichap Company that owns three apartment communities in Azusa, California, recorded only as a preferred equity position in Essex Property Trust's own SEC filings.
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.. PREFERRED EQUITY, not common ownership: pct_of_target is intentionally null, same instrument-type distinction as the Ventura row. Essex's Q2 2026 10-Q Note 6 states: 'In August 2022, the Company funded an $11.2 million preferred equity investment in an entity whose sponsor includes an affiliate of MMC. The entity owns three multifamily communities located in Azusa, CA. The investment accrues interest based on a 9.5% preferred return and is scheduled to mature in August 2027.' RELATED PARTY: MMC is the Marcus & Millichap Company chaired by Essex's own Chairman/founder George M. Marcus. No current-balance-as-of-30-Jun-2026 figure is separately stated for this position the way the Ventura row has one; only the original $11.2 million funded in Aug 2022 is disclosed, and the current carrying value is blended into the same combined $30.5 million related-party total (with the Ventura position) described in footnote (3) to the Note 4 table, not split between the two. Per the brief's rule against assigning a combined balance to one investee, value_usd is left null; the $11.2 million historical funding amount is preserved here for context only, not as a current value_usd. 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 MMC-affiliated preferred equity investment, Azusa, CA (three multifamily communities) where a holder stated one, and are missing where no holder did.