Position in DHC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,944,984
-$218,921 QoQ
Shares Held
316,665
-33.5% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 239 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DHC 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. DHC ranks #12 (0.3% 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 DHC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,944,984 | 316,665 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,163,905 | 476,492 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $977,623 | 201,572 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $707,159 | 160,354 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,016,154 | 283,842 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $779,685 | 324,869 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $493,093 | 214,389 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $625,896 | 149,379 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $375,502 | 123,116 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $712,383 | 289,587 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,288,825 | 344,606 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $414,115 | 213,462 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $406,224 | 180,544 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $159,689 | 118,289 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $69,627 | 107,121 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $26,910 | 27,182 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $53,814 | 29,569 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $876,847 | 274,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $950,996 | 307,766 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,749,266 | 516,008 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,182,210 | 522,060 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,095,484 | 647,591 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,349,182 | 570,190 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,213,104 | 912,814 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,843,560 | 867,621 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,103,144 | 854,861 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||