UBS Group AG

Position in WELL — Welltower Inc.

CIK 1610520 ZURICH, V8

Back to WELL Full portfolio

Position in WELL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$487,238,498

+$160,112,755 QoQ

Shares Held

2,464,410

+39.8% QoQ

Ownership

0.349%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 86.57337861800593.ToString("F0")% Shared 0.ToString("F0")% None 13.426621381994067.ToString("F0")%

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 Mar 31, 2026

UBS Group AG holds $1,083,132,169 across 17 REIT - Healthcare Facilities names. WELL ranks #1 (45.0% of the industry book) .

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

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	+3278021.0%	Shares	Defined	2025-11-13
2025-09-30	$17,814	100	0.0%	Put	Defined	2025-11-13
2025-06-30	$15,373	100	-100.0%	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	+1939.6%	Shares	Defined	2021-08-13
2021-03-31	$3,631,641	50,700	-94.6%	Put	Defined	2021-05-12
2021-03-31	$67,244,165	938,771	+1751.6%	Shares	Defined	2021-05-12
2020-12-31	$3,276,234	50,700	-95.4%	Put	Defined	2021-02-11
2020-12-31	$71,338,799	1,103,974	+1433.3%	Shares	Defined	2021-02-11
2020-09-30	$3,966,480	72,000	-34.2%	Call	Defined	2020-11-12
2020-09-30	$6,026,846	109,400	-90.6%	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	+10595.8%	Shares	Defined	2020-07-31
2020-06-30	$336,375	6,500	-99.7%	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.