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Basecamp Wealth Advisors’s Essex Property Trust ESS Stock Holding History

Basecamp Wealth Advisors’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 		$7.29K Sell
25
-22
-47% -$5.91K ﹤0.01% 1086
2026
Q1 		$11.4K Sell
47
-53
-53% -$13.4K ﹤0.01% 988
2025
Q4 		$26.2K Buy
+100
New +$25.9K 0.01% 701

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Basecamp Wealth Advisors's ESS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Essex Property Trust (ESS) stake by 47% in Q2 2026, selling an estimated $5.91K and leaving 25 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Basecamp Wealth Advisors first reported a position in ESS in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.2K in Q4 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Basecamp Wealth Advisors held 25 shares of Essex Property Trust worth $7.29K as of Q2 2026.
  • Basecamp Wealth Advisors sold 22 Essex Property Trust shares in Q2 2026, an estimated $5.91K.
  • Essex Property Trust made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1086 holding.
  • Basecamp Wealth Advisors first reported a position in Essex Property Trust in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Essex Property Trust position peaked at $26.2K in Q4 2025.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.