MFG
ESS icon

Merit Financial Group’s Essex Property Trust ESS Stock Holding History

Merit Financial Group’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 		$465K Buy
1,593
+563
+55% +$151K ﹤0.01% 1545
2026
Q1 		$249K Sell
1,030
-1
-0.1% -$252 ﹤0.01% 1772
2025
Q4 		$270K Sell
1,031
-43
-4% -$11.1K ﹤0.01% 1623
2025
Q3 		$288K Buy
1,074
+285
+36% +$77K ﹤0.01% 1485
2025
Q2 		$224K Buy
+789
New +$222K ﹤0.01% 1493

Other funds holding ESS

Handelsbanken Fonder
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Merit Financial Group's ESS Position: Q2 2026 in Review

Merit Financial Group increased its Essex Property Trust (ESS) stake by 55% in Q2 2026, buying an estimated $151K and bringing the position to 1,593 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Merit Financial Group first reported a position in ESS in Q2 2025 and has held it in 5 quarters since. 88 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Merit Financial Group held 1,593 shares of Essex Property Trust worth $465K as of Q2 2026.
  • Merit Financial Group bought 563 Essex Property Trust shares in Q2 2026, an estimated $151K.
  • Essex Property Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1545 holding.
  • Merit Financial Group first reported a position in Essex Property Trust in Q2 2025 and has held it in 5 quarters since.
  • 88 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.