Position in UHT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,335,062
+$293,108 QoQ
Shares Held
53,239
+5.5% QoQ
Ownership
0.383%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. UHT ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,335,062 | 53,239 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,041,954 | 50,456 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,964,891 | 50,112 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $347,007 | 8,859 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $435,912 | 10,906 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $433,479 | 10,583 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $409,719 | 11,011 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $506,544 | 11,072 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $435,863 | 11,136 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $296,910 | 8,088 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $335,187 | 7,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $310,502 | 7,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $374,407 | 7,869 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $355,484 | 7,389 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $473,242 | 9,915 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $494,754 | 11,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $619,151 | 11,636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $654,035 | 11,205 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $702,756 | 11,817 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $689,769 | 12,480 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $595,311 | 9,672 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $596,464 | 8,800 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $572,452 | 8,907 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $458,427 | 8,044 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $670,736 | 8,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $872,510 | 8,655 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||