UBS Group’s Lead Real Estate LRE Stock Holding History

UBS Group’s Portfolio LRE Stock Details LRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$372	Buy	+326	New	+$415	﹤0.01%	10668
2026 Q1	–	Sell	-100	Closed	-$157	–	10881
2025 Q4	$157	Buy	+100	New	+$143	﹤0.01%	10139
2025 Q3	–	Sell	-2,966	Closed	-$5.35K	–	10662
2025 Q2	$5.35K	Sell	2,966 -204	-6%	-$295	﹤0.01%	9184
2025 Q1	$3.99K	Sell	3,170 -1,788	-36%	-$2.62K	﹤0.01%	9161
2024 Q4	$9.17K	Buy	4,958 +3,032	+157%	+$5.86K	﹤0.01%	8367
2024 Q3	$3.03K	Sell	1,926 -10,729	-85%	-$17.8K	﹤0.01%	8324
2024 Q2	$28K	Buy	+12,655	New	+$52.5K	﹤0.01%	7104
2023 Q4	–	Sell	-14	Closed	-$69	–	9648
2023 Q3	$69	Buy	+14	New	+$74	﹤0.01%	8956

Other funds holding LRE

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

UBS Group's LRE Position: Q3 2026 in Review

UBS Group opened a new position in Lead Real Estate (LRE) in Q3 2026: 326 shares worth $372. The stake represents ﹤0.01% of the portfolio and ranks #10668 among its holdings. This is a return to the name: UBS Group previously reported a position in LRE as recently as Q4 2025.

UBS Group first reported a position in LRE in Q3 2023 and has held it in 8 quarters since. The position peaked at $28K in Q2 2024. 3 funds tracked by Wall St. Rank hold LRE as of Q3 2026.

UBS Group held 326 shares of Lead Real Estate worth $372 as of Q3 2026.
Lead Real Estate was a new UBS Group position in Q3 2026.
Lead Real Estate made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10668 holding.
UBS Group first reported a position in Lead Real Estate in Q3 2023 and has held it in 8 quarters since.
UBS Group's Lead Real Estate position peaked at $28K in Q2 2024.
3 funds tracked by Wall St. Rank held Lead Real Estate as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.