UBS Group
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UBS Group’s American Healthcare REIT AHR Stock Holding History

UBS Group’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.1M Buy
1,363,059
+687,937
+102% +$33.8M 0.01% 1410
2026
Q1 		$31.8M Buy
675,122
+406,883
+152% +$20.2M ﹤0.01% 2103
2025
Q4 		$12.6M Sell
268,239
-140,981
-34% -$6.54M ﹤0.01% 3050
2025
Q3 		$17.2M Buy
409,220
+209,201
+105% +$8.41M ﹤0.01% 2731
2025
Q2 		$7.35M Sell
200,019
-62,305
-24% -$2.07M ﹤0.01% 3452
2025
Q1 		$7.95M Sell
262,324
-815,927
-76% -$23.5M ﹤0.01% 3298
2024
Q4 		$30.6M Buy
1,078,251
+924,948
+603% +$24.9M 0.01% 1900
2024
Q3 		$4M Buy
153,303
+58,980
+63% +$1.15M ﹤0.01% 3303
2024
Q2 		$1.38M Buy
94,323
+93,863
+20,405% +$1.33M ﹤0.01% 4122
2024
Q1 		$6.79K Buy
+460
New +$6.32K ﹤0.01% 7436

Other funds holding AHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group's AHR Position: Q2 2026 in Review

UBS Group increased its American Healthcare REIT (AHR) stake by 102% in Q2 2026, buying an estimated $33.8M and bringing the position to 1,363,059 shares worth $71.1M. The position accounts for 0.01% of the portfolio, ranked #1410.

UBS Group first reported a position in AHR in Q1 2024 and has held it in 10 quarters since. 568 funds tracked by Wall St. Rank hold AHR as of Q2 2026.

  • UBS Group held 1,363,059 shares of American Healthcare REIT worth $71.1M as of Q2 2026.
  • UBS Group bought 687,937 American Healthcare REIT shares in Q2 2026, an estimated $33.8M.
  • American Healthcare REIT made up 0.01% of UBS Group's portfolio in Q2 2026, its #1410 holding.
  • UBS Group first reported a position in American Healthcare REIT in Q1 2024 and has held it in 10 quarters since.
  • 568 funds tracked by Wall St. Rank held American Healthcare REIT as of Q2 2026.

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