Position in CURB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,985,261
-$886,671 QoQ
Shares Held
348,401
-18.1% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 99.61624679607694.ToString("F0")%
Shared 0.ToString("F0")%
None 0.38375320392306567.ToString("F0")%
Common Shares in CURB Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,090,788,824 across 27 REIT - Retail names. CURB ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,447,258 | $269,957,031 | |
| 2 | O |
Realty Income Corp
|
3,956,626 | $242,066,377 | |
| 3 | REG |
Regency Centers Corp
|
1,550,273 | $117,293,654 | |
| 4 | KIM |
Kimco Realty Corp
|
3,561,896 | $80,035,801 | |
| 5 | SKT |
Tanger Inc.
|
1,416,861 | $48,144,936 | |
| 6 | FRT |
Federal Realty Investment Trust
|
408,816 | $43,420,345 | |
| 7 | NNN |
Nnn REIT, Inc.
|
1,031,942 | $43,372,521 | |
| 8 | ADC |
Agree Realty Corp
|
487,786 | $36,769,307 |
All Filings in CURB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,985,261 | 348,401 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,871,932 | 425,331 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,446,040 | 154,531 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,041,160 | 133,209 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,022,950 | 124,967 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,750,346 | 204,580 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,295 | 546 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||