UBS Group AG

Position in EQR — Equity Residential

CIK 1610520 ZURICH, V8

Back to EQR Full portfolio

Position in EQR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$94,547,487

+$5,242,377 QoQ

Shares Held

1,598,436

+12.8% QoQ

Ownership

0.427%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 75.73665758278717.ToString("F0")% Shared 0.ToString("F0")% None 24.263342417212826.ToString("F0")%

Common Shares in EQR Over Time

Shares Held

Position Value (USD)

Derivatives in EQR

reported options exposure · as of Mar 31, 2026

CallValue

$1,786,330

CallShares

30,200

PutValue

$2,431,065

PutShares

41,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

UBS Group AG holds $821,324,876 across 22 REIT - Residential names. EQR ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	5,032,699	$140,512,955
2	INVH	Invitation Homes Inc.	4,501,208	$111,855,017
3	AVB	Avalonbay Communities Inc	598,886	$97,828,026
4	EQR	Equity Residential This page	1,598,436	$94,547,487
5	MAA	Mid America Apartment Communities Inc.	690,447	$84,317,385
6	UDR	UDR, Inc.	2,031,804	$68,634,337
7	ELS	Equity Lifestyle Properties Inc	953,668	$59,527,956
8	ESS	Essex Property Trust, Inc.	182,801	$44,237,842

All Filings in EQR

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,547,487	1,598,436	+3789.1%	Shares	Defined	2026-05-05
2026-03-31	$2,431,065	41,100	+36.1%	Put	Defined	2026-05-05
2026-03-31	$1,786,330	30,200	-97.9%	Call	Defined	2026-05-05
2025-12-31	$89,305,110	1,416,642	+4622.1%	Shares	Defined	2026-01-29
2025-12-31	$1,891,200	30,000	-99.0%	Put	Defined	2026-01-29
2025-09-30	$186,909,297	2,887,522	+22111.7%	Shares	Defined	2025-11-13
2025-09-30	$841,490	13,000	-99.4%	Put	Defined	2025-11-13
2025-06-30	$152,080,209	2,253,374	+16.6%	Shares	Defined	2025-08-14
2025-03-31	$138,351,611	1,932,825	+5.0%	Shares	Defined	2025-05-13
2024-12-31	$132,079,800	1,840,577	+5.8%	Shares	Defined	2025-02-14
2024-09-30	$129,495,692	1,739,131	+35.9%	Shares	Defined	2024-11-14
2024-06-30	$88,759,425	1,280,061	-12.0%	Shares	Defined	2024-08-14
2024-03-31	$91,850,986	1,455,411	+64.1%	Shares	Defined	2024-05-13
2023-12-31	$54,250,752	887,030	+0.9%	Shares	Defined	2024-02-09
2023-09-30	$51,595,989	878,828	-10.8%	Shares	Defined	2023-11-09
2023-06-30	$64,959,866	984,688	+35.3%	Shares	Defined	2023-08-11
2023-03-31	$43,658,280	727,638	+1026.4%	Shares	Defined	2023-05-12
2022-12-31	$3,811,400	64,600	-92.2%	Call	Defined	2023-02-08
2022-12-31	$49,116,851	832,489	+9.3%	Shares	Defined	2023-02-08
2022-09-30	$51,188,901	761,513	+1423.0%	Shares	Defined	2022-11-10
2022-09-30	$3,361,000	50,000	0.0%	Put	Defined	2022-11-10
2022-06-30	$3,611,000	50,000	-93.7%	Put	Defined	2022-08-10
2022-06-30	$57,753,176	799,684	-3.4%	Shares	Defined	2022-08-10
2022-03-31	$74,417,611	827,598	+7.6%	Shares	Defined	2022-05-16
2021-12-31	$69,605,631	769,123	+769023.0%	Shares	Defined	2022-02-14
2021-09-30	$8,092	100	-100.0%	Put	Defined	2021-11-15
2021-09-30	$80,388,677	993,434	+993334.0%	Shares	Defined	2021-11-15
2021-06-30	$7,700	100	-100.0%	Put	Defined	2021-08-13
2021-06-30	$62,523,846	811,998	+3.8%	Shares	Defined	2021-08-13
2021-03-31	$56,030,991	782,228	+782128.0%	Shares	Defined	2021-05-12
2021-03-31	$7,163	100	-100.0%	Put	Defined	2021-05-12
2020-12-31	$42,243,401	712,608	-1.4%	Shares	Defined	2021-02-11
2020-09-30	$37,105,583	722,883	+55.4%	Shares	Defined	2020-11-12
2020-06-30	$27,354,828	465,060	+1450.2%	Shares	Defined	2020-07-31
2020-06-30	$1,764,600	30,000	0.0%	Put	Defined	2020-07-31
2020-03-31	$1,851,300	30,000	-87.8%	Put	Defined	2020-05-01
2020-03-31	$15,133,203	245,231	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.