UBS Group
LRE

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
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% +$5.87K ﹤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

SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

UBS Group's LRE Position: Q1 2026 in Review

UBS Group sold out of Lead Real Estate (LRE) in Q1 2026, closing a stake of 100 shares — an estimated $157 sold.

UBS Group first reported a position in LRE in Q3 2023 and held it in 7 quarters. The position peaked at $28K in Q2 2024. 2 funds tracked by Wall St. Rank hold LRE as of Q1 2026.

  • UBS Group reported no remaining Lead Real Estate position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 100 Lead Real Estate shares in Q1 2026, an estimated $157.
  • UBS Group first reported a position in Lead Real Estate in Q3 2023 and held it in 7 quarters.
  • UBS Group's Lead Real Estate position peaked at $28K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Lead Real Estate as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.