Position in SMA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,221,503
+$2,227,653 QoQ
Shares Held
271,516
+40.2% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SMA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,613,502,992 across 17 REIT - Industrial names. SMA ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
7,637,693 | $1,009,550,258 | |
| 2 | PSA |
Public Storage
|
682,342 | $184,832,799 | |
| 3 | EXR |
Extra Space Storage Inc.
|
652,612 | $85,577,009 | |
| 4 | CUBE |
CubeSmart
|
1,408,155 | $51,608,880 | |
| 5 | LINE |
Lineage, Inc.
|
1,409,037 | $46,160,050 | |
| 6 | NSA |
National Storage Affiliates Trust
|
1,182,504 | $44,627,699 | |
| 7 | COLD |
Americold Realty Trust
|
2,978,611 | $34,134,881 | |
| 8 | EGP |
Eastgroup Properties Inc
|
182,844 | $33,842,595 |
All Filings in SMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,221,503 | 271,516 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,993,850 | 193,725 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $9,778,382 | 259,787 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,409,291 | 452,920 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||