Morton Capital Management LLC/CA
Position in ESS — Essex Property Trust, Inc.
CIK 2002628
CALABASAS, CA
Position in ESS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$206,154
New position
Shares Held
707
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#474
of 624 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Morton Capital Management LLC/CA holds $436,021 across 2 REIT - Residential names. ESS ranks #2 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
7,609 | $229,867 | |
| 2 | ESS |
Essex Property Trust, Inc.
This page
|
707 | $206,154 |
All Filings in ESS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,154 | 707 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||