UBS Group
WREI

UBS Group’s Invesco Wilshire US REIT ETF WREI Stock Holding History

UBS Group’s Portfolio WREI Stock Details WREI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-778
Closed -$33K – 8553
2018
Q4 		$33K Sell
778
-2
-0.3% -$90 ﹤0.01% 6429
2018
Q3 		$36K Buy
780
+109
+16% +$5.08K ﹤0.01% 6420
2018
Q2 		$31K Sell
671
-12
-2% -$522 ﹤0.01% 6365
2018
Q1 		$29K Sell
683
-265
-28% -$11.6K ﹤0.01% 6136
2017
Q4 		$45K Sell
948
-316
-25% -$15K ﹤0.01% 5928
2017
Q3 		$59K Buy
1,264
+1,229
+3,511% +$57.7K ﹤0.01% 5679
2017
Q2 		$2K Sell
35
-153
-81% -$7.19K ﹤0.01% 7434
2017
Q1 		$9K Buy
188
+45
+31% +$2.12K ﹤0.01% 6715
2016
Q4 		$7K Sell
143
-804
-85% -$37.1K ﹤0.01% 7122
2016
Q3 		$46K Buy
947
+570
+151% +$28.7K ﹤0.01% 5594
2016
Q2 		$19K Sell
377
-82
-18% -$3.9K ﹤0.01% 6367
2016
Q1 		$22K Buy
+459
New +$20.4K ﹤0.01% 6145
2015
Q3 		– Sell
-290
Closed -$12K – 8814
2015
Q2 		$12K Sell
290
-75
-21% -$3.38K ﹤0.01% 7353
2015
Q1 		$17K Buy
+365
New +$17.4K ﹤0.01% 7173

UBS Group's WREI Position: Q1 2019 in Review

UBS Group sold out of Invesco Wilshire US REIT ETF (WREI) in Q1 2019, closing a stake of 778 shares — an estimated $33K sold.

UBS Group first reported a position in WREI in Q1 2015 and held it in 14 quarters. The position peaked at $59K in Q3 2017. 0 funds tracked by Wall St. Rank hold WREI as of Q1 2019.

  • UBS Group reported no remaining Invesco Wilshire US REIT ETF position as of Q1 2019 after selling out during the quarter.
  • UBS Group sold 778 Invesco Wilshire US REIT ETF shares in Q1 2019, an estimated $33K.
  • UBS Group first reported a position in Invesco Wilshire US REIT ETF in Q1 2015 and held it in 14 quarters.
  • UBS Group's Invesco Wilshire US REIT ETF position peaked at $59K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Invesco Wilshire US REIT ETF as of Q1 2019.

Based on UBS Group's 13F filing for Q1 2019, filed 14 May 2019.