UBS Group’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
178,584
-361,992
| -67% | -$6.25M | ﹤0.01% | 3462 |
|
|
2025
Q1 | $10.4M | Sell |
540,576
-113,847
| -17% | -$2.2M | ﹤0.01% | 2322 |
|
|
2024
Q4 | $12.9M | Buy |
654,423
+553,760
| +550% | +$10.9M | ﹤0.01% | 2128 |
|
|
2024
Q3 | $1.91M | Buy |
100,663
+6,655
| +7% | +$127K | ﹤0.01% | 3064 |
|
|
2024
Q2 | $1.64M | Sell |
94,008
-10,802
| -10% | -$189K | ﹤0.01% | 3019 |
|
|
2024
Q1 | $1.78M | Buy |
104,810
+3,859
| +4% | +$65.4K | ﹤0.01% | 3075 |
|
|
2023
Q4 | $1.75M | Buy |
100,951
+20,051
| +25% | +$347K | ﹤0.01% | 2977 |
|
|
2023
Q3 | $1.31M | Buy |
80,900
+10,944
| +16% | +$177K | ﹤0.01% | 2890 |
|
|
2023
Q2 | $1.2M | Buy |
69,956
+18,208
| +35% | +$312K | ﹤0.01% | 3146 |
|
|
2023
Q1 | $893K | Buy |
51,748
+7,259
| +16% | +$125K | ﹤0.01% | 3279 |
|
|
2022
Q4 | $813K | Sell |
44,489
-45,341
| -50% | -$829K | ﹤0.01% | 3308 |
|
|
2022
Q3 | $1.68M | Buy |
89,830
+7,003
| +8% | +$131K | ﹤0.01% | 2470 |
|
|
2022
Q2 | $1.69M | Buy |
82,827
+10,950
| +15% | +$223K | ﹤0.01% | 2508 |
|
|
2022
Q1 | $1.59M | Buy |
71,877
+29,568
| +70% | +$654K | ﹤0.01% | 2847 |
|
|
2021
Q4 | $866K | Buy |
42,309
+32,934
| +351% | +$674K | ﹤0.01% | 3548 |
|
|
2021
Q3 | $168K | Buy |
9,375
+1,539
| +20% | +$27.6K | ﹤0.01% | 4394 |
|
|
2021
Q2 | $140K | Sell |
7,836
-5,259
| -40% | -$94K | ﹤0.01% | 4589 |
|
|
2021
Q1 | $227K | Buy |
13,095
+7,338
| +127% | +$127K | ﹤0.01% | 4428 |
|
|
2020
Q4 | $81K | Sell |
5,757
-3,011
| -34% | -$42.4K | ﹤0.01% | 4837 |
|
|
2020
Q3 | $105K | Sell |
8,768
-1,577
| -15% | -$18.9K | ﹤0.01% | 4321 |
|
|
2020
Q2 | $111K | Sell |
10,345
-1,993
| -16% | -$21.4K | ﹤0.01% | 4402 |
|
|
2020
Q1 | $152K | Sell |
12,338
-12,043
| -49% | -$148K | ﹤0.01% | 4090 |
|
|
2019
Q4 | $399K | Buy |
24,381
+8,753
| +56% | +$143K | ﹤0.01% | 4077 |
|
|
2019
Q3 | $278K | Buy |
15,628
+7,748
| +98% | +$138K | ﹤0.01% | 4130 |
|
|
2019
Q2 | $128K | Buy |
7,880
+4,196
| +114% | +$68.2K | ﹤0.01% | 4388 |
|
|
2019
Q1 | $59K | Sell |
3,684
-4,929
| -57% | -$78.9K | ﹤0.01% | 4626 |
|
|
2018
Q4 | $123K | Sell |
8,613
-55,098
| -86% | -$787K | ﹤0.01% | 4486 |
|
|
2018
Q3 | $1.08M | Sell |
63,711
-38,166
| -37% | -$645K | ﹤0.01% | 3096 |
|
|
2018
Q2 | $1.7M | Sell |
101,877
-3,216
| -3% | -$53.7K | ﹤0.01% | 2665 |
|
|
2018
Q1 | $1.79M | Sell |
105,093
-52,877
| -33% | -$902K | ﹤0.01% | 2627 |
|
|
2017
Q4 | $2.72M | Sell |
157,970
-1,168
| -0.7% | -$20.1K | ﹤0.01% | 2298 |
|
|
2017
Q3 | $2.59M | Buy |
159,138
+394
| +0.2% | +$6.42K | ﹤0.01% | 2284 |
|
|
2017
Q2 | $2.45M | Sell |
158,744
-11,759
| -7% | -$182K | ﹤0.01% | 2240 |
|
|
2017
Q1 | $2.48M | Sell |
170,503
-18,696
| -10% | -$272K | ﹤0.01% | 2185 |
|
|
2016
Q4 | $2.74M | Sell |
189,199
-22,255
| -11% | -$323K | ﹤0.01% | 2034 |
|
|
2016
Q3 | $2.94M | Buy |
211,454
+306
| +0.1% | +$4.25K | ﹤0.01% | 1932 |
|
|
2016
Q2 | $2.72M | Buy |
211,148
+1,105
| +0.5% | +$14.2K | ﹤0.01% | 1961 |
|
|
2016
Q1 | $2.63M | Hold |
210,043
| – | – | ﹤0.01% | 1928 |
|
|
2015
Q4 | $3.01M | Sell |
210,043
-369
| -0.2% | -$5.28K | ﹤0.01% | 1893 |
|
|
2015
Q3 | $2.84M | Buy |
210,412
+1,507
| +0.7% | +$20.4K | ﹤0.01% | 1895 |
|
|
2015
Q2 | $3.27M | Buy |
208,905
+9,361
| +5% | +$146K | ﹤0.01% | 1938 |
|
|
2015
Q1 | $3.23M | Sell |
199,544
-12,979
| -6% | -$210K | ﹤0.01% | 1939 |
|
|
2014
Q4 | $3.22M | Buy |
+212,523
| New | +$3.22M | ﹤0.01% | 1891 |
|