UBS Group
PPTY

UBS Group’s US Diversified Real Estate ETF PPTY Stock Holding History

UBS Group’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.5K Buy
+2,773
New +$85.7K ﹤0.01% 7080
2025
Q4 		– Sell
-1,109
Closed -$34.4K – 11019
2025
Q3 		$34.4K Sell
1,109
-161
-13% -$4.92K ﹤0.01% 7809
2025
Q2 		$38.6K Buy
1,270
+960
+310% +$28.9K ﹤0.01% 7985
2025
Q1 		$9.79K Buy
+310
New +$9.92K ﹤0.01% 8673
2024
Q4 		– Sell
-98
Closed -$3.37K – 10288
2024
Q3 		$3.37K Buy
98
+95
+3,167% +$3.1K ﹤0.01% 8275
2024
Q2 		$91 Sell
3
-40
-93% -$1.18K ﹤0.01% 9177
2024
Q1 		$1.3K Sell
43
-310
-88% -$9.19K ﹤0.01% 8164
2023
Q4 		$10.7K Sell
353
-92
-21% -$2.53K ﹤0.01% 7429
2023
Q3 		$12K Sell
445
-3,369
-88% -$97.3K ﹤0.01% 7030
2023
Q2 		$110K Buy
3,814
+1,935
+103% +$53.7K ﹤0.01% 5927
2023
Q1 		$52.9K Sell
1,879
-207
-10% -$6.04K ﹤0.01% 6411
2022
Q4 		$58.5K Buy
+2,086
New +$59.1K ﹤0.01% 6612
2022
Q3 		– Sell
-416
Closed -$13K – 10790
2022
Q2 		$13K Buy
416
+94
+29% +$3.22K ﹤0.01% 7537
2022
Q1 		$12K Buy
+322
New +$11.9K ﹤0.01% 8196
2021
Q4 		– Sell
-648
Closed -$23K – 10590
2021
Q3 		$23K Buy
+648
New +$23.2K ﹤0.01% 7019
2021
Q2 		– Sell
-443
Closed -$14K – 9715
2021
Q1 		$14K Buy
+443
New +$13.4K ﹤0.01% 7679
2019
Q2 		– Sell
-2,607
Closed -$79K – 8090
2019
Q1 		$79K Buy
2,607
+1,826
+234% +$52.3K ﹤0.01% 5246
2018
Q4 		$20K Buy
781
+636
+439% +$17.4K ﹤0.01% 6793
2018
Q3 		$4K Buy
+145
New +$4.1K ﹤0.01% 7579

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

UBS Group's PPTY Position: Q1 2026 in Review

UBS Group opened a new position in US Diversified Real Estate ETF (PPTY) in Q1 2026: 2,773 shares worth $83.5K. The stake represents ﹤0.01% of the portfolio and ranks #7080 among its holdings. This is a return to the name: UBS Group previously reported a position in PPTY as recently as Q3 2025.

UBS Group first reported a position in PPTY in Q3 2018 and has held it in 19 quarters since. The position peaked at $110K in Q2 2023. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

  • UBS Group held 2,773 shares of US Diversified Real Estate ETF worth $83.5K as of Q1 2026.
  • US Diversified Real Estate ETF was a new UBS Group position in Q1 2026.
  • US Diversified Real Estate ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7080 holding.
  • UBS Group first reported a position in US Diversified Real Estate ETF in Q3 2018 and has held it in 19 quarters since.
  • UBS Group's US Diversified Real Estate ETF position peaked at $110K in Q2 2023.
  • 24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

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