UBS Group’s Essex Property Trust ESS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$49.7M Sell
170,417
-12,384
-7% -$3.33M 0.01% 1746
2026
Q1
$44.2M Sell
182,801
-49,101
-21% -$12.4M 0.01% 1771
2025
Q4
$60.7M Sell
231,902
-43,788
-16% -$11.3M 0.01% 1425
2025
Q3
$73.8M Buy
275,690
+22,454
+9% +$6.07M 0.01% 1272
2025
Q2
$71.8M Sell
253,236
-14,633
-5% -$4.11M 0.01% 1214
2025
Q1
$82.1M Buy
267,869
+37,645
+16% +$11M 0.02% 1061
2024
Q4
$65.7M Sell
230,224
-56,773
-20% -$16.8M 0.01% 1222
2024
Q3
$84.8M Buy
286,997
+69,232
+32% +$20.1M 0.02% 820
2024
Q2
$59.3M Sell
217,765
-59,822
-22% -$15.4M 0.01% 919
2024
Q1
$68M Buy
277,587
+41,447
+18% +$9.87M 0.02% 851
2023
Q4
$58.5M Buy
236,140
+34,931
+17% +$7.71M 0.02% 886
2023
Q3
$42.7M Sell
201,209
-24,100
-11% -$5.65M 0.01% 960
2023
Q2
$52.8M Buy
225,309
+71,251
+46% +$15.6M 0.02% 800
2023
Q1
$32.2M Buy
154,058
+3,899
+3% +$860K 0.01% 1040
2022
Q4
$31.8M Buy
150,159
+50,610
+51% +$11.1M 0.01% 1093
2022
Q3
$24.1M Sell
99,549
-46,854
-32% -$12.7M 0.01% 1144
2022
Q2
$38.3M Buy
146,403
+499
+0.3% +$151K 0.02% 892
2022
Q1
$50.4M Buy
145,904
+5,984
+4% +$2M 0.02% 839
2021
Q4
$49.3M Sell
139,920
-60,817
-30% -$20.7M 0.01% 966
2021
Q3
$64.2M Buy
200,737
+28,705
+17% +$9.29M 0.02% 733
2021
Q2
$51.6M Sell
172,032
-7,927
-4% -$2.34M 0.02% 834
2021
Q1
$48.9M Buy
179,959
+62,954
+54% +$16.3M 0.02% 854
2020
Q4
$27.8M Sell
117,005
-38,684
-25% -$8.92M 0.01% 1132
2020
Q3
$31.3M Buy
155,689
+35,557
+30% +$7.74M 0.01% 897
2020
Q2
$27.5M Sell
120,132
-10,114
-8% -$2.42M 0.01% 904
2020
Q1
$28.7M Sell
130,246
-66,686
-34% -$19.2M 0.01% 800
2019
Q4
$59.2M Buy
196,932
+55,587
+39% +$17.6M 0.02% 675
2019
Q3
$46.2M Buy
141,345
+16,091
+13% +$5.03M 0.02% 738
2019
Q2
$36.6M Buy
125,254
+27,624
+28% +$7.96M 0.01% 839
2019
Q1
$28.2M Buy
97,630
+36,232
+59% +$9.89M 0.01% 941
2018
Q4
$15.1M Sell
61,398
-7,417
-11% -$1.87M 0.01% 1280
2018
Q3
$17M Buy
68,815
+29,528
+75% +$7.11M 0.01% 1325
2018
Q2
$9.39M Buy
39,287
+1,111
+3% +$265K ﹤0.01% 1814
2018
Q1
$9.19M Sell
38,176
-51,832
-58% -$11.9M ﹤0.01% 1769
2017
Q4
$21.7M Buy
90,008
+60,927
+210% +$15.4M 0.01% 1142
2017
Q3
$7.39M Buy
29,081
+2,332
+9% +$609K ﹤0.01% 1858
2017
Q2
$6.88M Sell
26,749
-10,787
-29% -$2.71M ﹤0.01% 1855
2017
Q1
$8.69M Buy
37,536
+9,241
+33% +$2.12M ﹤0.01% 1619
2016
Q4
$6.58M Buy
28,295
+85
+0.3% +$18.4K ﹤0.01% 1849
2016
Q3
$6.28M Sell
28,210
-32,614
-54% -$7.42M ﹤0.01% 1822
2016
Q2
$13.9M Sell
60,824
-9,973
-14% -$2.23M 0.01% 1167
2016
Q1
$16.6M Buy
70,797
+19,657
+38% +$4.31M 0.01% 1004
2015
Q4
$12.2M Buy
51,140
+11,177
+28% +$2.57M 0.01% 1267
2015
Q3
$8.93M Sell
39,963
-8,186
-17% -$1.81M 0.01% 1469
2015
Q2
$10.2M Sell
48,149
-11,482
-19% -$2.54M 0.01% 1460
2015
Q1
$13.7M Sell
59,631
-22,666
-28% -$5.13M 0.01% 1216
2014
Q4
$17M Buy
+82,297
New +$16.3M 0.01% 1106

Other funds holding ESS

UBS Group's ESS Position: Q2 2026 in Review

UBS Group reduced its Essex Property Trust (ESS) stake by 6.8% in Q2 2026, selling an estimated $3.33M and leaving 170,417 shares worth $49.7M. The position accounts for 0.01% of the portfolio, ranked #1746.

UBS Group first reported a position in ESS in Q4 2014 and has held it in 47 quarters since. The position peaked at $84.8M in Q3 2024. 628 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • UBS Group held 170,417 shares of Essex Property Trust worth $49.7M as of Q2 2026.
  • UBS Group sold 12,384 Essex Property Trust shares in Q2 2026, an estimated $3.33M.
  • Essex Property Trust made up 0.01% of UBS Group's portfolio in Q2 2026, its #1746 holding.
  • UBS Group first reported a position in Essex Property Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Essex Property Trust position peaked at $84.8M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.