Bear Mountain Capital’s Essex Property Trust ESS Stock Holding History

Bear Mountain Capital’s Portfolio ESS Stock Details ESS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.9K	Hold	221	–	–	0.02%	52
2026 Q1	$57.1K	Hold	221	–	–	0.02%	59
2025 Q4	$56K	Hold	221	–	–	0.02%	64
2025 Q3	$57.9K	Hold	221	–	–	0.02%	61
2025 Q2	$63.5K	Hold	221	–	–	0.02%	53
2025 Q1	$60.8K	Hold	221	–	–	0.02%	57
2024 Q4	$61.4K	Hold	221	–	–	0.02%	56
2024 Q3	$64.7K	Hold	221	–	–	0.03%	58
2024 Q2	$60.6K	Hold	221	–	–	0.02%	62
2024 Q1	$51.4K	Hold	221	–	–	0.02%	68
2023 Q4	$55K	Buy	+221	New	+$48.8K	0.02%	66

Other funds holding ESS

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Bear Mountain Capital's ESS Position: Q2 2026 in Review

Bear Mountain Capital held its Essex Property Trust (ESS) position steady in Q2 2026 at 221 shares worth $65.9K. The position accounts for 0.02% of the portfolio, ranked #52.

Bear Mountain Capital first reported a position in ESS in Q4 2023 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Bear Mountain Capital held 221 shares of Essex Property Trust worth $65.9K as of Q2 2026.
Bear Mountain Capital left its Essex Property Trust share count unchanged in Q2 2026.
Essex Property Trust made up 0.02% of Bear Mountain Capital's portfolio in Q2 2026, its #52 holding.
Bear Mountain Capital first reported a position in Essex Property Trust in Q4 2023 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.