UBS Group AG

Position in WELL — Welltower Inc.

CIK 1610520 ZURICH, V8

Back to WELL Full portfolio

Position in WELL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$362,296,093

-$124,942,405 QoQ

Shares Held

1,596,229

-35.2% QoQ

Ownership

0.226%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#52

of 1,580 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in WELL Over Time

Shares Held

Position Value (USD)

Derivatives in WELL

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$17,814

PutShares

100

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 Jun 30, 2026

UBS Group AG holds $858,137,308 across 18 REIT - Healthcare Facilities names. WELL ranks #1 (42.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc. This page	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 WELL

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33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,296,093	1,596,229	-35.2%	Shares	Defined	2026-08-13
2026-03-31	$487,238,498	2,464,410	+39.8%	Shares	Defined	2026-05-05
2025-12-31	$327,125,743	1,762,436	-46.2%	Shares	Defined	2026-01-29
2025-09-30	$583,964,473	3,278,121	+56.5%	Shares	Defined	2025-11-13
2025-09-30	$17,814	100	0.0%	Put	Defined	2025-11-13
2025-06-30	$15,373	100	-99.8%	Put	Defined	2025-08-14
2025-06-30	$322,071,112	2,095,044	-24.0%	Shares	Defined	2025-08-14
2025-03-31	$422,271,271	2,756,160	+36.5%	Shares	Defined	2025-05-13
2024-12-31	$254,550,351	2,019,760	+19.7%	Shares	Defined	2025-02-14
2024-09-30	$216,049,467	1,687,491	+46.3%	Shares	Defined	2024-11-14
2024-06-30	$120,267,489	1,153,645	-23.7%	Shares	Defined	2024-08-14
2024-03-31	$141,254,367	1,511,712	+41.0%	Shares	Defined	2024-05-13
2023-12-31	$96,687,756	1,072,283	+147.7%	Shares	Defined	2024-02-09
2023-09-30	$35,465,461	432,928	-50.1%	Shares	Defined	2023-11-09
2023-06-30	$70,145,055	867,166	+110.6%	Shares	Defined	2023-08-11
2023-03-31	$29,522,155	411,803	-41.9%	Shares	Defined	2023-05-12
2022-12-31	$46,430,505	708,322	-9.3%	Shares	Defined	2023-02-08
2022-09-30	$50,245,045	781,173	-0.1%	Shares	Defined	2022-11-10
2022-06-30	$64,423,556	782,314	-16.0%	Shares	Defined	2022-08-10
2022-03-31	$89,549,216	931,446	+22.0%	Shares	Defined	2022-05-16
2021-12-31	$65,466,951	763,285	-32.5%	Shares	Defined	2022-02-14
2021-09-30	$93,232,714	1,131,465	+9.4%	Shares	Defined	2021-11-15
2021-06-30	$85,932,795	1,034,089	+10.2%	Shares	Defined	2021-08-13
2021-03-31	$3,631,641	50,700	0.0%	Put	Defined	2021-05-12
2021-03-31	$67,244,165	938,771	-15.0%	Shares	Defined	2021-05-12
2020-12-31	$3,276,234	50,700	-53.7%	Put	Defined	2021-02-11
2020-12-31	$71,338,799	1,103,974	-4.8%	Shares	Defined	2021-02-11
2020-09-30	$3,966,480	72,000	—	Call	Defined	2020-11-12
2020-09-30	$6,026,846	109,400	+1583.1%	Put	Defined	2020-11-12
2020-09-30	$63,900,046	1,159,921	+66.8%	Shares	Defined	2020-11-12
2020-06-30	$35,978,152	695,230	-62.9%	Shares	Defined	2020-07-31
2020-06-30	$336,375	6,500	—	Put	Defined	2020-07-31
2020-03-31	$85,765,578	1,873,429	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.