Position in AIV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,493,968
+$1,676,871 QoQ
Shares Held
858,469
+180.6% QoQ
Ownership
0.597%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIV Over Time
Shares Held
Position Value (USD)
Derivatives in AIV
reported options exposure · as of Jun 30, 2023CallValue
$150,804
CallShares
17,700
PutValue
$0
PutShares
0
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, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. AIV ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
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 AIV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,493,968 | 858,469 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,817,097 | 305,909 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,274,760 | 539,062 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,216,977 | 256,298 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $639,688 | 72,692 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $923,325 | 101,576 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $922,784 | 102,078 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $717,200 | 86,514 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,579,292 | 192,832 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,588,729 | 202,903 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $816,502 | 120,074 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $150,804 | 17,700 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $1,024,708 | 120,271 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,541,459 | 200,450 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $726,552 | 102,044 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $771,397 | 105,671 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $697,247 | 108,945 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,145,856 | 156,538 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,429,387 | 185,154 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,235,198 | 180,321 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $502,638 | 74,909 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $382,380 | 62,277 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $250,340 | 47,413 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||