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 $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

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. 631 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.
  • 631 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.