Skip to main content
Equibles

UBS Group AG

Position in CTO — CTO Realty Growth, Inc.

CIK 1610520 ZURICH, V8
Back to CTO Full portfolio

Position in CTO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,322,497
+$968,289 QoQ
Shares Held
247,443
+5.1% QoQ
Ownership
0.732%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 219 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 69% Shared 0% None 31%

Common Shares in CTO Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

UBS Group AG holds $268,718,367 across 16 REIT - Diversified names. CTO ranks #6 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
 2,019,951 $144,426,495
2 VICI
Vici Properties Inc.
 3,018,224 $80,133,844
3 AAT
American Assets Trust, Inc.
 418,648 $10,336,418
4 BNL
Broadstone Net Lease, Inc.
 445,934 $9,217,454
5 JBGS
JBG SMITH Properties
 514,039 $7,540,951
6 CTO
CTO Realty Growth, Inc.
This page 		247,443 $5,322,497
7 GNL
Global Net Lease, Inc.
 510,446 $4,563,386
8 AHRT
AH Realty Trust, Inc.
 313,108 $2,216,804

All Filings in CTO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,322,497 247,443
2026-03-31 $4,354,208 235,490
2025-12-31 $3,362,640 182,653
2025-09-30 $2,904,643 178,199
2025-06-30 $3,082,359 178,584
2025-03-31 $10,438,522 540,576
2024-12-31 $12,898,676 654,423
2024-09-30 $1,914,609 100,663
2024-06-30 $1,641,378 94,008
2024-03-31 $1,776,528 104,810
2023-12-31 $1,749,479 100,951
2023-09-30 $1,311,388 80,900
2023-06-30 $1,199,045 69,956
2023-03-31 $893,169 51,748
2022-12-31 $813,258 44,489
2022-09-30 $1,683,413 89,830
2022-06-30 $1,687,459 27,609
2022-03-31 $1,588,962 23,959
2021-12-31 $866,204 14,103
2021-09-30 $168,000 3,125
2021-06-30 $139,794 2,612
2021-03-31 $227,023 4,365