Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$49,691,890
+$5,454,048 QoQ
Shares Held
170,417
-6.8% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UBS Group AG holds $691,887,331 across 21 REIT - Residential names. ESS ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
1,891,290 | $128,475,328 | |
| 2 | UDR |
UDR, Inc.
|
2,493,207 | $99,528,821 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,134,989 | $73,150,037 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
468,972 | $65,158,967 | |
| 5 | 950,039 | $64,182,920 | |||
| 6 | AMH |
American Homes 4 Rent
|
1,722,204 | $57,728,277 | |
| 7 | ESS |
Essex Property Trust, Inc.
This page
|
170,417 | $49,691,890 | |
| 8 | CPT |
Camden Property Trust
|
310,390 | $35,536,550 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,691,890 | 170,417 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $44,237,842 | 182,801 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $60,684,114 | 231,902 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $73,791,182 | 275,690 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $71,767,081 | 253,236 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $82,120,597 | 267,869 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $65,715,138 | 230,224 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $84,784,652 | 286,997 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $59,275,631 | 217,765 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $67,956,072 | 277,587 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $58,548,549 | 236,140 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $42,674,415 | 201,209 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $52,789,897 | 225,309 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $32,219,689 | 154,058 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,821,693 | 150,159 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $24,113,753 | 99,549 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $38,285,847 | 146,403 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $50,406,912 | 145,904 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $49,284,020 | 139,920 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $64,183,647 | 200,737 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,611,320 | 172,032 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $48,920,054 | 179,959 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $27,779,325 | 117,005 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $31,260,793 | 155,689 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $27,530,649 | 120,132 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $28,685,378 | 130,246 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||