Position in UHT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,317,675
+$997,711 QoQ
Shares Held
57,269
+70.1% QoQ
Ownership
0.413%
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 46%
Shared 0%
None 54%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026UBS Group AG holds $1,078,383,359 across 17 REIT - Healthcare Facilities names. UHT ranks #13 (0.2% 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 UHT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,317,675 | 57,269 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,319,964 | 33,664 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,897,277 | 48,437 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,771,989 | 44,333 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,415,740 | 34,564 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,249,660 | 33,584 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,533,356 | 33,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,316,120 | 33,626 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,379,744 | 37,585 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,091,785 | 48,365 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,581,904 | 39,127 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,235,688 | 46,988 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,489,869 | 30,968 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,112,251 | 23,303 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,050,434 | 24,310 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $985,448 | 18,520 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,372,512 | 23,514 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,576,013 | 26,501 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,672,138 | 30,254 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,171,542 | 19,034 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,776,513 | 26,210 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,729,055 | 26,903 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,561,696 | 27,403 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,861,973 | 23,424 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,490,510 | 24,705 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||