Private company
Who owns MMC-affiliated preferred equity investment, Ventura, CA (400-unit apartment community)
One company in the researched set discloses a stake in MMC-affiliated preferred equity investment, Ventura, CA (400-unit apartment community), worth $11m between them. MMC-affiliated preferred equity investment, Ventura, CA (400-unit apartment community) 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 whose sponsors include an affiliate of the Marcus & Millichap Company and which wholly owns a 400 unit apartment community in Ventura, 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., as of 30 Jun 2026. PREFERRED EQUITY, not common ownership: this is a preferred/mezzanine-style investment carrying a stated preferred return, not a percentage equity ownership interest, so pct_of_target is intentionally null (a different instrument from common equity, flagged per the brief). Essex's Q2 2026 10-Q Note 6 (Related Party Transactions) states: 'In May 2018, the Company made a commitment to fund a $26.5 million preferred equity investment in an entity whose sponsors include an affiliate of MMC. The entity wholly owns a 400-unit apartment home community located in Ventura, CA... In November 2021, the Company received cash of $18.3 million for the partial redemption of this preferred equity investment resulting in a remaining total commitment of $13.0 million, and the maturity was extended to December 2028. As of June 30, 2026, $11.0 million of this commitment was funded and the Company accrues interest based on a 9.0% preferred return. The remaining unfunded commitment of $2.0 million expired in November 2024' (so no further funding will occur). RELATED PARTY: 'MMC' is the Marcus & Millichap Company, chaired by Essex's own Chairman and founder, George M. Marcus (also disclosed in Note 6). No entity name is given for the borrower/investee beyond its location and unit count. value_usd of $11,000,000 is the amount explicitly stated as funded 'As of June 30, 2026', used directly rather than the original $26.5 million commitment or the $13.0 million remaining total commitment (which will never be fully funded). This position and the Azusa, CA position below together make up $30.5 million of the combined $192,872,000 'Total preferred equity co-investments' balance sheet total (per the Note 4 table footnote 3, which states preferred equity co-investments include $30.5 million of related-party investments as of 30 Jun 2026); the two are not individually split within that $30.5 million, so this row's $11.0 million comes from the Note 6 narrative directly, not from a split of the $30.5 million. 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, Ventura, CA (400-unit apartment community) where a holder stated one, and are missing where no holder did.