Position in WHLR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2
-$41 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Common Shares in WHLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UBS Group AG holds $1,171,556,153 across 26 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,362,246 | $332,244,760 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,380,583 | $308,767,386 | |
| 3 | KIM |
Kimco Realty Corp
|
2,748,946 | $69,685,780 | |
| 4 | MAC |
Macerich Co
|
2,716,944 | $68,439,818 | |
| 5 | SKT |
Tanger Inc.
|
1,447,801 | $57,144,704 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,176,831 | $54,757,944 | |
| 7 | ADC |
Agree Realty Corp
|
513,514 | $38,893,549 | |
| 8 | FRT |
Federal Realty Investment Trust
|
302,367 | $37,324,181 |
All Filings in WHLR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2 | 52 | Shares | Defined | 2026-05-05 | |
| 2025-09-30 | $43 | 139 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $698 | 2,306 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,065 | 13,077 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,812 | 10,759 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | — | 3,216 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | — | 50,548 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 WHLRD | — | 745 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 WHLRL | — | 124 | Shares | Sole | 2023-05-12 | |
| 2023-03-31 | — | 1,179 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 WHLRD | — | 391 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 WHLRD | — | 1,341 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 WHLRD | — | 1,564 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | — | 7,134 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | — | 1,684 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | — | 591 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | — | 1,801 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 WHLRD | — | 4,412 | Shares | Sole | 2020-11-12 | |
| 2020-09-30 | — | 84,956 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | — | 203,826 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 WHLRD | — | 1,113 | Shares | Sole | 2020-05-01 | |
| 2020-03-31 | — | 197,900 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||