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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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 $751B AUM 38.74% 1-Year Est. Return

UBS Group's HR Position: Q2 2026 in Review

UBS Group increased its Healthcare Realty (HR) stake by 47% in Q2 2026, buying an estimated $10.9M and bringing the position to 1,763,546 shares worth $35.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

UBS Group first reported a position in HR in Q4 2014 and has held it in 47 quarters since. The position peaked at $41.2M in Q3 2025. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • UBS Group held 1,763,546 shares of Healthcare Realty worth $35.6M as of Q2 2026.
  • UBS Group bought 560,574 Healthcare Realty shares in Q2 2026, an estimated $10.9M.
  • Healthcare Realty made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2086 holding.
  • UBS Group first reported a position in Healthcare Realty in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Healthcare Realty position peaked at $41.2M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

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