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Bogart Wealth LLC’s Essex Property Trust ESS Stock Holding History

Bogart Wealth LLC’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 		$2.33K Sell
8
-4
-33% -$1.07K ﹤0.01% 1416
2026
Q1 		$2.9K Buy
12
+10
+500% +$2.52K ﹤0.01% 1193
2025
Q4 		$523 Buy
+2
New +$518 ﹤0.01% 1458
2025
Q3 		– Sell
-176
Closed -$50K – 1558
2025
Q2 		$50K Buy
176
+174
+8,700% +$48.9K ﹤0.01% 452
2025
Q1 		$613 Buy
+2
New +$584 ﹤0.01% 1238
2024
Q2 		– Sell
-9
Closed -$2.2K – 1134
2024
Q1 		$2.2K Buy
+9
New +$2.14K ﹤0.01% 894

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

Bogart Wealth LLC's ESS Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Essex Property Trust (ESS) stake by 33% in Q2 2026, selling an estimated $1.07K and leaving 8 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Bogart Wealth LLC first reported a position in ESS in Q1 2024 and has held it in 6 quarters since. The position peaked at $50K in Q2 2025. 629 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Essex Property Trust worth $2.33K as of Q2 2026.
  • Bogart Wealth LLC sold 4 Essex Property Trust shares in Q2 2026, an estimated $1.07K.
  • Essex Property Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1416 holding.
  • Bogart Wealth LLC first reported a position in Essex Property Trust in Q1 2024 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Essex Property Trust position peaked at $50K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.