UBS Group
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UBS Group’s Essex Property Trust ESS Stock Holding History

UBS Group’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
2019
Q3 		– Sell
-3,000
Closed -$876K – 8056
2019
Q2 		$876K Buy
+3,000
New +$865K ﹤0.01% 3855
2016
Q4 		– Sell
-24,800
Closed -$5.52M – 7828
2016
Q3 		$5.52M Buy
+24,800
New +$5.64M ﹤0.01% 1932
2015
Q1 		– Sell
-200
Closed -$41K – 8955
2014
Q4 		$41K Buy
+200
New +$39.6K ﹤0.01% 6726

Other funds holding ESS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's ESS Position: Q1 2026 in Review

UBS Group reduced its Essex Property Trust (ESS) stake by 21% in Q1 2026, selling an estimated $12.4M and leaving 182,801 shares worth $44.2M. The position accounts for 0.01% of the portfolio, ranked #1771.

UBS Group first reported a position in ESS in Q4 2014 and has held it in 46 quarters since. The position peaked at $84.8M in Q3 2024. 607 funds tracked by Wall St. Rank hold ESS as of Q1 2026.

  • UBS Group held 182,801 shares of Essex Property Trust worth $44.2M as of Q1 2026.
  • UBS Group sold 49,101 Essex Property Trust shares in Q1 2026, an estimated $12.4M.
  • Essex Property Trust made up 0.01% of UBS Group's portfolio in Q1 2026, its #1771 holding.
  • UBS Group first reported a position in Essex Property Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Essex Property Trust position peaked at $84.8M in Q3 2024.
  • 607 funds tracked by Wall St. Rank held Essex Property Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.