Position in XRN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,220,089
+$358,067 QoQ
Shares Held
36,883
+44.4% QoQ
Ownership
0.279%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in XRN Over Time
Shares Held
Position Value (USD)
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. XRN ranks #15 (0.1% 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 XRN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,220,089 | 36,883 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $862,022 | 25,549 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,625,543 | 107,551 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||