Position in CHCT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$339,313
-$323,156 QoQ
Shares Held
18,562
-55.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 169 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CHCT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UBS Group AG holds $858,137,308 across 18 REIT - Healthcare Facilities names. CHCT ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,596,229 | $362,296,093 | |
| 2 | VTR |
Ventas, Inc.
|
1,643,978 | $145,985,245 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
2,253,738 | $107,458,226 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
1,363,059 | $71,083,525 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,763,546 | $35,570,721 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
818,940 | $33,044,227 | |
| 7 | NHI |
National Health Investors Inc
|
396,229 | $30,216,421 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
1,302,948 | $27,883,086 |
All Filings in CHCT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,313 | 18,562 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||