UBS AM’s Healthcare Realty HR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.3M Buy
1,998,790
+1,995,474
+60,177% +$38.8M 0.01% 714
2026
Q1
$56.3K Buy
3,316
+2,340
+240% +$41K ﹤0.01% 2932
2025
Q4
$16.5K Sell
976
-1,946,298
-100% -$34.6M ﹤0.01% 2768
2025
Q3
$35.1M Buy
1,947,274
+1,571,583
+418% +$26.6M 0.01% 672
2025
Q2
$5.96M Sell
375,691
-1,834,249
-83% -$27.9M ﹤0.01% 1625
2025
Q1
$37.3M Buy
2,209,940
+103,277
+5% +$1.72M 0.01% 747
2024
Q4
$35.7M Sell
2,106,663
-35,447
-2% -$623K 0.01% 744
2024
Q3
$38.9M Buy
2,142,110
+1,674,583
+358% +$29.7M 0.01% 732
2024
Q2
$7.7M Sell
467,527
-1,407,325
-75% -$21.5M ﹤0.01% 1259
2024
Q1
$26.5M Sell
1,874,852
-16,669
-0.9% -$251K 0.01% 720
2023
Q4
$32.6M Sell
1,891,521
-540,195
-22% -$8.25M 0.01% 678
2023
Q3
$37.1M Buy
2,431,716
+11,605
+0.5% +$206K 0.02% 635
2023
Q2
$46.8M Hold
2,420,111
0.02% 574
2023
Q1
$46.8M Buy
2,420,111
+136,943
+6% +$2.76M 0.02% 574
2022
Q4
$44M Buy
2,283,168
+78,383
+4% +$1.54M 0.02% 585
2022
Q3
$46M Buy
2,204,785
+791,679
+56% +$20.1M 0.03% 572
2022
Q2
$39.4M Buy
1,413,106
+18,406
+1% +$547K 0.02% 595
2022
Q1
$43.7M Buy
1,394,700
+109,171
+8% +$3.44M 0.02% 646
2021
Q4
$42.9M Buy
1,285,529
+14,283
+1% +$477K 0.02% 696
2021
Q3
$37.7M Sell
1,271,246
-210,909
-14% -$6.15M 0.02% 709
2021
Q2
$39.6M Buy
1,482,155
+133,102
+10% +$3.77M 0.02% 690
2021
Q1
$37.2M Buy
1,349,053
+130,133
+11% +$3.64M 0.02% 695
2020
Q4
$33.6M Buy
1,218,920
+115,097
+10% +$3.04M 0.02% 714
2020
Q3
$28.7M Buy
1,103,823
+152,125
+16% +$3.99M 0.02% 674
2020
Q2
$25.2M Sell
951,698
-350,291
-27% -$8.97M 0.02% 671
2020
Q1
$31.6M Buy
1,301,989
+264,729
+26% +$8M 0.02% 579
2019
Q4
$31.4M Sell
1,037,260
-84,293
-8% -$2.52M 0.02% 655
2019
Q3
$33M Buy
1,121,553
+139,146
+14% +$3.89M 0.02% 636
2019
Q2
$26.9M Sell
982,407
-70,362
-7% -$1.98M 0.02% 683
2019
Q1
$30.1M Buy
1,052,769
+147,941
+16% +$4.11M 0.02% 644
2018
Q4
$22.9M Buy
904,828
+35,265
+4% +$934K 0.02% 676
2018
Q3
$23.2M Buy
869,563
+97,560
+13% +$2.69M 0.02% 711
2018
Q2
$20.8M Sell
772,003
-32,596
-4% -$829K 0.02% 757
2018
Q1
$21.3M Buy
804,599
+107,846
+15% +$2.87M 0.02% 748
2017
Q4
$20.9M Buy
696,753
+97,196
+16% +$2.94M 0.02% 728
2017
Q3
$17.9M Sell
599,557
-20,774
-3% -$631K 0.02% 751
2017
Q2
$19.3M Buy
620,331
+147,162
+31% +$4.64M 0.02% 750
2017
Q1
$14.9M Buy
473,169
+160,291
+51% +$4.86M 0.02% 801
2016
Q4
$9.11M Buy
312,878
+69,568
+29% +$2.05M 0.01% 883
2016
Q3
$7.94M Buy
243,310
+5,969
+3% +$198K 0.01% 928
2016
Q2
$7.68M Buy
237,341
+20,475
+9% +$617K 0.01% 927
2016
Q1
$6.38M Sell
216,866
-68,171
-24% -$1.89M 0.01% 967
2015
Q4
$7.69M Buy
285,037
+22,309
+8% +$576K 0.01% 929
2015
Q3
$6.44M Buy
262,728
+35,434
+16% +$874K 0.01% 983
2015
Q2
$5.44M Buy
227,294
+25,930
+13% +$663K 0.01% 1037
2015
Q1
$5.61M Buy
201,364
+7,697
+4% +$216K 0.01% 1022
2014
Q4
$5.22M Buy
193,667
+12,949
+7% +$328K 0.01% 1026
2014
Q3
$4.19M Buy
180,718
+2,350
+1% +$57K ﹤0.01% 1071
2014
Q2
$4.29M Buy
178,368
+24,850
+16% +$592K ﹤0.01% 1073
2014
Q1
$3.5M Buy
153,518
+115,582
+305% +$2.52M ﹤0.01% 1132
2013
Q4
$747K Buy
37,936
+16,237
+75% +$344K ﹤0.01% 1620
2013
Q3
$457K Buy
21,699
+700
+3% +$15.1K ﹤0.01% 1834
2013
Q2
$472K Buy
+20,999
New +$505K ﹤0.01% 1740

Other funds holding HR

UBS AM's HR Position: Q2 2026 in Review

UBS AM increased its Healthcare Realty (HR) stake by 60,177% in Q2 2026, buying an estimated $38.8M and bringing the position to 1,998,790 shares worth $40.3M. The position accounts for 0.01% of the portfolio, ranked #714.

UBS AM first reported a position in HR in Q2 2013 and has held it in 53 quarters since. The position peaked at $46.8M in Q2 2023. 458 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • UBS AM held 1,998,790 shares of Healthcare Realty worth $40.3M as of Q2 2026.
  • UBS AM bought 1,995,474 Healthcare Realty shares in Q2 2026, an estimated $38.8M.
  • Healthcare Realty made up 0.01% of UBS AM's portfolio in Q2 2026, its #714 holding.
  • UBS AM first reported a position in Healthcare Realty in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Healthcare Realty position peaked at $46.8M in Q2 2023.
  • 458 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.