Crestwood Advisors Group, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1426853
BOSTON, MA
Position in UHT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$446,319
+$36,439 QoQ
Shares Held
10,176
+0.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 54 holders
Holding Since
Sep 2023
12 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, 2026Crestwood Advisors Group, LLC holds $1,588,182 across 3 REIT - Healthcare Facilities names. UHT ranks #3 (28.1% of the industry book) .
All Filings in UHT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,319 | 10,176 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $409,880 | 10,128 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $401,902 | 10,250 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $423,506 | 10,812 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $450,701 | 11,276 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $460,472 | 11,242 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $359,671 | 9,666 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $441,487 | 9,650 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $377,701 | 9,650 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $354,251 | 9,650 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $273,253 | 6,318 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $269,263 | 6,660 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||