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UBS Group AG: CLDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on CLDT, newest first. How the timeline and the estimate are built.

UBS Group AG held 104,332 CLDT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,332 shares
    Change vs previous 13F +58,874 shares

    <0.01% of the 13F portfolio, value $1,380,312.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 14,742 shares
    • UBS Group AG: 89,590 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,458 shares
    Change vs previous 13F +33,229 shares

    <0.01% of the 13F portfolio, value $357,754.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 4,413 shares
    • UBS Group AG: 41,045 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,229 shares
    Change vs previous 13F -6,167 shares

    <0.01% of the 13F portfolio, value $83,279.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 983 shares
    • UBS Group AG: 11,246 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,396 shares
    Change vs previous 13F -6,337 shares

    <0.01% of the 13F portfolio, value $123,438.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,733 shares
    Change vs previous 13F -66,516 shares

    <0.01% of the 13F portfolio, value $172,390.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 91,249 shares
    Change vs previous 13F -126,959 shares

    <0.01% of the 13F portfolio, value $650,605.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
    • UBS Group AG: 91,249 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 218,208 shares
    Change vs previous 13F +34,219 shares

    <0.01% of the 13F portfolio, value $1,952,962.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 144,134 shares
    • UBS Group AG: 74,074 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 183,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,567,586.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 122,919 shares
    • UBS Group AG: 61,070 shares

    Acceptance time not in the bulk data set (spec §4.2).