Position in PDM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,677,155
+$1,196,034 QoQ
Shares Held
401,875
+6.4% QoQ
Ownership
0.321%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 253 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PDM Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026UBS Group AG holds $452,826,451 across 20 REIT - Office names. PDM ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXP |
BXP, Inc.
|
1,506,460 | $99,893,360 | |
| 2 | VNO |
Vornado Realty Trust
|
2,323,332 | $91,306,945 | |
| 3 | KRC |
Kilroy Realty Corp
|
1,579,842 | $59,196,679 | |
| 4 | ARE |
Alexandria Real Estate Equities, Inc.
|
970,508 | $51,291,345 | |
| 5 | SLG |
Sl Green Realty Corp
|
763,108 | $39,506,099 | |
| 6 | HIW |
Highwoods Properties, Inc.
|
1,083,063 | $32,665,178 | |
| 7 | CUZ |
Cousins Properties Inc
|
761,362 | $22,825,632 | |
| 8 | DEI |
Douglas Emmett Inc
|
1,239,174 | $14,622,252 |
All Filings in PDM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,677,155 | 401,875 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,481,121 | 377,644 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,367,757 | 403,808 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,625,272 | 402,808 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,506,144 | 618,127 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,210,105 | 571,249 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,120,089 | 450,283 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,866,015 | 283,764 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,201,918 | 303,713 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,746,360 | 390,663 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,059,481 | 430,307 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,284,102 | 228,488 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,757,893 | 241,801 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,349,367 | 184,845 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,147,350 | 125,120 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $777,923 | 73,667 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $256,468 | 19,548 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,702,454 | 98,865 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,069,257 | 166,989 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,626,432 | 208,057 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,274,102 | 177,266 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,571,879 | 205,635 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,635,231 | 162,368 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,000,624 | 147,430 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,018,307 | 241,921 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,699,607 | 266,116 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||