UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in WSR — Whitestone REIT
CIK 861177
NEW YORK, NY
Position in WSR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,763,722
+$1,734,290 QoQ
Shares Held
109,209
+5053.8% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in WSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $292,199,348 across 26 REIT - Retail names. WSR ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRX |
Brixmor Property Group Inc.
|
2,139,082 | $61,605,558 | |
| 2 | ADC |
Agree Realty Corp
|
707,711 | $53,347,251 | |
| 3 | NNN |
Nnn REIT, Inc.
|
1,198,407 | $50,369,042 | |
| 4 | KRG |
Kite Realty Group Trust
|
1,318,634 | $32,372,460 | |
| 5 | SKT |
Tanger Inc.
|
785,194 | $26,680,887 | |
| 6 | AKR |
Acadia Realty Trust
|
822,257 | $15,721,549 | |
| 7 | UE |
Urban Edge Properties
|
672,829 | $13,443,120 | |
| 8 | CURB |
Curbline Properties Corp.
|
475,172 | $12,254,682 |
All Filings in WSR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,763,722 | 109,209 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $29,432 | 2,119 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $2,007,431 | 160,852 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $792,389 | 54,385 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,674,183 | 118,150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,287,891 | 95,188 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $876,622 | 65,862 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $699,610 | 55,746 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $685,115 | 55,746 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $546,895 | 56,791 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $377,988 | 38,968 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $358,504 | 38,968 | Shares | Other | 2023-05-15 | |
| 2020-09-30 | $257,196 | 42,866 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $200,033 | 27,515 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $224,693 | 36,241 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||