UBS Group AG

Position in WSR — Whitestone REIT

CIK 1610520 ZURICH, V8

Position in WSR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$373,887

-$797,330 QoQ

Shares Held

23,151

-72.5% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Real Estate · as of Mar 31, 2026

UBS Group AG holds $1,090,788,295 across 27 REIT - Retail names. WSR ranks #26 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$373,887	23,151	-72.5%	Shares	Defined	2026-05-05
2025-12-31	$1,171,217	84,321	-0.1%	Shares	Defined	2026-01-29
2025-09-30	$1,036,529	84,408	+1.3%	Shares	Defined	2025-11-13
2025-06-30	$1,039,796	83,317	+12.8%	Shares	Defined	2025-08-14
2025-03-31	$1,076,416	73,879	+40.6%	Shares	Defined	2025-05-13
2024-12-31	$744,420	52,535	+52.8%	Shares	Defined	2025-02-14
2024-09-30	$465,323	34,392	-14.3%	Shares	Defined	2024-11-14
2024-06-30	$534,449	40,154	-15.7%	Shares	Defined	2024-08-14
2024-03-31	$597,693	47,625	-14.2%	Shares	Defined	2024-05-13
2023-12-31	$682,290	55,516	+178.8%	Shares	Defined	2024-02-09
2023-09-30	$191,770	19,914	-52.7%	Shares	Defined	2023-11-09
2023-06-30	$408,175	42,080	+49.3%	Shares	Defined	2023-08-11
2023-03-31	$259,320	28,187	+4.3%	Shares	Defined	2023-05-12
2022-12-31	$260,414	27,014	+201.9%	Shares	Defined	2023-02-08
2022-09-30	$75,690	8,947	+163.8%	Shares	Defined	2022-11-10
2022-06-30	$36,453	3,391	-81.6%	Shares	Defined	2022-08-10
2022-03-31	$243,985	18,414	-70.9%	Shares	Defined	2022-05-16
2021-12-31	$641,511	63,328	+61.8%	Shares	Defined	2022-02-14
2021-09-30	$382,719	39,133	+54.9%	Shares	Defined	2021-11-15
2021-06-30	$208,436	25,265	-24.3%	Shares	Defined	2021-08-13
2021-03-31	$323,630	33,364	-7.6%	Shares	Defined	2021-05-12
2020-12-31	$287,900	36,123	+170.0%	Shares	Defined	2021-02-11
2020-09-30	$80,274	13,379	-40.2%	Shares	Defined	2020-11-12
2020-06-30	$162,716	22,382	-42.6%	Shares	Defined	2020-07-31
2020-03-31	$241,688	38,982	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.