UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in HR — Healthcare Realty Trust Inc
CIK 861177
NEW YORK, NY
Position in HR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,315,590
+$40,259,252 QoQ
Shares Held
1,998,790
+60177.1% QoQ
Ownership
0.583%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 456 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $2,724,961,747 across 16 REIT - Healthcare Facilities names. HR ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,948,735 | $1,804,124,377 | |
| 2 | VTR |
Ventas, Inc.
|
4,981,404 | $442,348,672 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
6,217,474 | $133,053,938 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,114,655 | $100,826,745 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
1,411,896 | $56,969,999 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
1,030,254 | $53,727,743 | |
| 7 | HR |
Healthcare Realty Trust Inc
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|
1,998,790 | $40,315,590 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
1,561,933 | $30,473,307 |
All Filings in HR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,315,590 | 1,998,790 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,338 | 3,316 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,543 | 976 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,109,346 | 1,947,274 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,958,458 | 375,691 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,347,982 | 2,209,940 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $35,707,934 | 2,106,663 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,879,293 | 2,142,110 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,704,844 | 467,527 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $26,529,152 | 1,874,852 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,590,903 | 1,891,521 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $37,132,299 | 2,431,716 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $45,643,288 | 2,420,111 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,780,742 | 2,420,111 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $43,996,642 | 2,283,168 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $45,969,764 | 2,204,785 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $38,436,480 | 1,413,106 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||