Position in FRT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$43,420,345
+$4,896,300 QoQ
Shares Held
408,816
+7.0% QoQ
Ownership
0.473%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 91.52259207076044.ToString("F0")%
Shared 0.ToString("F0")%
None 8.47740792923956.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,090,788,295 across 27 REIT - Retail names. FRT ranks #6 (4.0% 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
This page
|
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 FRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,420,345 | 408,816 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $38,524,045 | 382,183 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $31,394,954 | 309,890 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,646,948 | 312,106 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $34,053,488 | 348,124 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $41,244,954 | 368,423 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,591,022 | 300,870 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,519,210 | 183,413 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $17,235,097 | 168,773 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $19,111,858 | 185,462 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,122,237 | 155,823 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $14,444,953 | 149,271 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,592,218 | 76,821 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,845,524 | 117,236 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $13,722,751 | 152,272 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,390,286 | 129,416 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,092,604 | 148,215 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||