Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Essex Property Trust ESS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$50.5M Buy
173,157
+9,301
+6% +$2.5M 0.08% 224
2026
Q1 		$39.7M Sell
163,856
-16,924
-9% -$4.27M 0.07% 253
2025
Q4 		$47.5M Sell
180,780
-10,494
-5% -$2.72M 0.08% 224
2025
Q3 		$51.2M Sell
191,274
-77,777
-29% -$21M 0.09% 203
2025
Q2 		$76.2M Buy
269,051
+79,689
+42% +$22.4M 0.13% 148
2025
Q1 		$58.1M Buy
189,362
+70,275
+59% +$20.5M 0.12% 171
2024
Q4 		$34M Buy
+119,087
New +$35.2M 0.07% 254

Other funds holding ESS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ESS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Essex Property Trust (ESS) stake by 5.7% in Q2 2026, buying an estimated $2.5M and bringing the position to 173,157 shares worth $50.5M. The position accounts for 0.08% of the portfolio, ranked #224.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ESS in Q4 2024 and has held it in 7 quarters since. The position peaked at $76.2M in Q2 2025. 372 funds tracked by Wall St. Rank hold ESS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 173,157 shares of Essex Property Trust worth $50.5M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 9,301 Essex Property Trust shares in Q2 2026, an estimated $2.5M.
  • Essex Property Trust made up 0.08% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #224 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Essex Property Trust in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Essex Property Trust position peaked at $76.2M in Q2 2025.
  • 372 funds tracked by Wall St. Rank held Essex Property Trust as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.