UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in ESS — Essex Property Trust, Inc.
CIK 861177
NEW YORK, NY
Position in ESS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$220,861,633
+$220,074,165 QoQ
Shares Held
757,439
+23177.2% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#20
of 618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,794,240,570 across 18 REIT - Residential names. ESS ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,928,458 | $363,880,735 | |
| 2 | VMRK |
Vivmark Residential
|
4,335,122 | $294,484,832 | |
| 3 | ESS |
Essex Property Trust, Inc.
This page
|
757,439 | $220,861,633 | |
| 4 | SUI |
Sun Communities Inc
|
1,536,249 | $184,211,611 | |
| 5 | INVH |
Invitation Homes Inc.
|
5,971,242 | $180,391,216 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
1,221,025 | $169,649,209 | |
| 7 | UDR |
UDR, Inc.
|
2,186,027 | $87,266,193 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,320,458 | $85,103,514 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,861,633 | 757,439 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $787,468 | 3,254 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $160,148 | 612 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $199,126,720 | 743,954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,650,105 | 69,337 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $243,145,258 | 793,115 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $222,219,030 | 778,514 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $212,583,042 | 719,596 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,516,991 | 86,396 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $168,103,922 | 686,671 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $176,804,024 | 713,092 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $138,606,749 | 653,528 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $141,355,761 | 603,311 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $126,176,456 | 603,311 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $126,061,666 | 594,855 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $143,339,113 | 591,748 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $152,474,708 | 583,055 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $211,220,938 | 611,384 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $217,917,299 | 618,679 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $186,355,339 | 582,834 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $172,003,229 | 573,325 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $161,560,487 | 594,322 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $140,306,192 | 590,962 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $114,701,885 | 571,253 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $121,488,970 | 530,126 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $115,932,790 | 526,393 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||