Position in CHCT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$662,469
+$29,266 QoQ
Shares Held
41,691
+8.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,083,132,169 across 17 REIT - Healthcare Facilities names. CHCT ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,464,410 | $487,238,498 | |
| 2 | VTR |
Ventas, Inc.
|
3,791,031 | $310,030,514 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
1,470,636 | $64,443,268 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
3,618,083 | $59,445,103 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
931,251 | $34,130,348 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
675,122 | $31,838,753 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
1,636,673 | $31,473,221 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,202,972 | $20,438,493 |
All Filings in CHCT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $662,469 | 41,691 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $633,203 | 38,563 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $618,777 | 40,443 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,978,836 | 118,992 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $458,648 | 25,256 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $887,808 | 46,216 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $474,276 | 26,131 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $409,348 | 17,501 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $850,661 | 32,040 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $755,562 | 28,362 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $261,567 | 8,807 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $729,279 | 22,086 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $599,581 | 16,382 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $325,135 | 9,082 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $414,778 | 12,665 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $73,324 | 2,025 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $716,682 | 16,979 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,349,699 | 28,553 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,582,733 | 35,024 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $899,793 | 18,959 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $876,925 | 19,014 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,262,829 | 26,806 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,067,156 | 22,822 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $743,929 | 18,189 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $399,374 | 10,433 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||