Position in UHT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,438,608
+$32,843 QoQ
Shares Held
32,800
-5.6% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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, 2026WealthTrust Axiom LLC holds $2,177,648 across 2 REIT - Healthcare Facilities names. UHT ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
This page
|
32,800 | $1,438,608 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
15,500 | $739,040 |
All Filings in UHT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,438,608 | 32,800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,405,765 | 34,736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,410,305 | 35,968 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,445,373 | 36,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,496,157 | 37,432 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,565,286 | 38,215 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,519,991 | 40,849 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,936,643 | 42,331 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,666,072 | 42,567 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,570,637 | 42,785 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,828,783 | 42,284 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,670,608 | 41,321 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,991,508 | 41,856 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,729,265 | 35,944 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,686,396 | 35,332 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,428,997 | 33,071 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,386,812 | 26,063 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,389,556 | 23,806 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,430,253 | 24,050 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $268,059 | 4,850 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $298,517 | 4,850 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $362,623 | 5,350 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||