PRINCIPAL FINANCIAL GROUP INC
Position in UHT — Universal Health Realty Income Trust
CIK 1126328
DES MOINES, IA
Position in UHT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$770,224
-$2,372,877 QoQ
Shares Held
17,561
-77.4% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 54 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. UHT ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in UHT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,224 | 17,561 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,143,101 | 77,665 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,820,766 | 71,940 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,703,395 | 69,017 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,785,189 | 69,682 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,816,941 | 68,773 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,503,822 | 67,289 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,966,017 | 64,831 | Shares | Defined | 2024-12-19 | |
| 2024-06-30 | $2,606,997 | 66,607 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,543,819 | 69,295 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,053,622 | 70,604 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $2,888,197 | 71,437 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $3,550,038 | 74,612 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $3,798,620 | 78,957 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $3,870,186 | 81,085 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $3,413,805 | 79,005 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $4,287,342 | 80,574 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,946,390 | 84,742 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $5,084,149 | 85,491 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $4,834,909 | 87,478 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $5,456,038 | 88,644 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $5,662,379 | 88,103 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $5,227,578 | 91,728 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $7,525,079 | 94,667 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,925,751 | 98,460 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||