Position in DOC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$59,445,103
+$6,032,010 QoQ
Shares Held
3,618,083
+8.9% QoQ
Ownership
0.525%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.69699783006637.ToString("F0")%
Shared 0.ToString("F0")%
None 11.303002169933636.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Derivatives in DOC
reported options exposure · as of Mar 31, 2025CallValue
$3,219,024
CallShares
159,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
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. DOC ranks #4 (5.5% 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.
This page
|
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 DOC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,445,103 | 3,618,083 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $53,413,093 | 3,321,710 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $64,139,054 | 3,349,298 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,909,545 | 2,507,684 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,669,902 | 2,407,018 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,219,024 | 159,200 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $6,275,592 | 309,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $69,144,413 | 3,411,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,070,174 | 2,101,888 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,835,880 | 124,000 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $23,343,479 | 1,190,994 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,600,037 | 1,312,002 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $20,439,301 | 1,032,288 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $19,074,477 | 1,038,915 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $22,258,859 | 1,107,406 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $22,962,515 | 1,045,176 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,155,477 | 923,633 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $13,568,821 | 592,008 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,086,386 | 813,832 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $33,596,709 | 978,640 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,414,743 | 233,160 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,207,838 | 633,448 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,220,183 | 517,278 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,157,884 | 792,624 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $31,439,047 | 1,039,995 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $31,894,162 | 1,174,739 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,569,154 | 601,203 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $16,804,708 | 704,600 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||