UBS Group
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UBS Group’s Healthcare Realty HR Stock Holding History

UBS Group’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,000
Closed -$30K – 7972
2017
Q4 		$30K Buy
+1,000
New +$30.3K ﹤0.01% 6236

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's HR Position: Q1 2026 in Review

UBS Group reduced its Healthcare Realty (HR) stake by 19% in Q1 2026, selling an estimated $5.05M and leaving 1,202,972 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

UBS Group first reported a position in HR in Q4 2014 and has held it in 46 quarters since. The position peaked at $41.2M in Q3 2025. 445 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • UBS Group held 1,202,972 shares of Healthcare Realty worth $20.4M as of Q1 2026.
  • UBS Group sold 287,955 Healthcare Realty shares in Q1 2026, an estimated $5.05M.
  • Healthcare Realty made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2556 holding.
  • UBS Group first reported a position in Healthcare Realty in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Healthcare Realty position peaked at $41.2M in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.