HARBOR INVESTMENT ADVISORY, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1468792
LUTHERVILLE, MD
Position in UHT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,386
+$339 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 184 holders
Holding Since
Mar 2025
6 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,919,702 across 8 REIT - Healthcare Facilities names. UHT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,613 | $1,727,922 | |
| 2 | VTR |
Ventas, Inc.
|
885 | $78,588 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
865 | $41,243 | |
| 4 | DHC |
Diversified Healthcare Trust
|
3,000 | $27,900 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
448 | $23,363 | |
| 6 | LTC |
Ltc Properties Inc
|
400 | $15,380 | |
| 7 | UHT |
Universal Health Realty Income Trust
This page
|
100 | $4,386 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
43 | $920 |
All Filings in UHT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,386 | 100 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,047 | 100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,508 | 166 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $6,502 | 166 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,635 | 166 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $4,096 | 100 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||