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Disclosery

UBS Group AG: EPRT position timeline

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

UBS Group AG held 1,877,666 EPRT 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 1,877,666 shares
    Change vs previous 13F +771,978 shares

    <0.01% of the 13F portfolio, value $56,048,332.

    13F-HR 0000861177-26-000004 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: 1,263,798 shares
    • UBS Group AG: 613,868 shares

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

  2. period ended2026-03-31
    13F 1,105,688 shares
    Change vs previous 13F -475,437 shares

    <0.01% of the 13F portfolio, value $33,568,689.

    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: 8,569 shares
    • UBS Group AG: 1,097,119 shares

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

  3. period ended2025-12-31
    13F 1,581,125 shares
    Change vs previous 13F -155,806 shares

    <0.01% of the 13F portfolio, value $46,896,168.

    13F-HR 0000861177-26-000001 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: 1,174,772 shares
    • UBS Group AG: 406,353 shares

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

  4. period ended2025-09-30
    13F 1,736,931 shares
    Change vs previous 13F +1,357,480 shares

    0.01% of the 13F portfolio, value $51,691,066.

    13F-HR 0001193125-25-282311 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: 1,209,778 shares
    • UBS Group AG: 527,153 shares

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

  5. period ended2025-06-30
    13F 379,451 shares
    Change vs previous 13F -1,208,483 shares

    <0.01% of the 13F portfolio, value $12,108,282.

    13F-HR 0000950123-25-008300 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: 213,305 shares
    • UBS Group AG: 166,146 shares

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

  6. period ended2025-03-31
    13F 1,587,934 shares
    Change vs previous 13F +314,269 shares

    0.01% of the 13F portfolio, value $51,830,168.

    13F-HR 0000950123-25-005812 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: 1,164,473 shares
    • UBS Group AG: 423,461 shares

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

  7. period ended2024-12-31
    13F 1,273,665 shares
    Change vs previous 13F +47,986 shares

    <0.01% of the 13F portfolio, value $39,840,241.

    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: 1,130,570 shares
    • UBS Group AG: 143,095 shares

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

  8. period ended2024-09-30
    13F 1,225,679 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $41,856,939.

    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: 1,086,529 shares
    • UBS Group AG: 139,150 shares

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