Position in SAFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,150,683
-$199,110 QoQ
Shares Held
73,292
-26.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 211 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in SAFE Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026UBS Group AG holds $268,718,367 across 16 REIT - Diversified names. SAFE ranks #10 (0.4% 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.
|
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 SAFE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,683 | 73,292 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,349,793 | 99,763 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,355,528 | 99,016 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,626,836 | 105,025 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,124,016 | 136,505 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,068,129 | 110,477 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,627,855 | 142,200 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,887,187 | 110,072 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,973,173 | 102,290 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,926,065 | 1,404,178 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $51,624,565 | 2,206,178 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,560,801 | 200,045 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,815,344 | 245,063 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,903,642 | 269,106 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 STAR | — | 74,072 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 STAR | — | 112,915 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 STAR | — | 891,715 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 STAR | — | 978,360 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 STAR | — | 1,159,042 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 STAR | — | 1,150,446 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 STAR | — | 1,770,203 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 STAR | — | 7,531,891 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 STAR | — | 6,998,056 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 STAR | — | 6,552,122 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 STAR | — | 6,586,870 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 STAR | — | 6,715,809 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||