Morton Capital Management’s Essex Property Trust ESS Stock Holding History

Morton Capital Management’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	$206K	Buy	+707	New	+$190K	0.03%	153

Other funds holding ESS

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Morton Capital Management's ESS Position: Q2 2026 in Review

Morton Capital Management opened a new position in Essex Property Trust (ESS) in Q2 2026: 707 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings.

123 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

Morton Capital Management held 707 shares of Essex Property Trust worth $206K as of Q2 2026.
Essex Property Trust was a new Morton Capital Management position in Q2 2026.
Essex Property Trust made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #153 holding.
123 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.