Position in UHT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,041,954
+$77,063 QoQ
Shares Held
50,456
+0.7% QoQ
Ownership
0.364%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026LPL Financial LLC holds $281,599,461 across 15 REIT - Healthcare Facilities names. UHT ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
177,614 | $6,509,553 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
163,308 | $3,140,412 |
All Filings in UHT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||