Position in UHT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$355,205
+$354,884 QoQ
Shares Held
8,777
+7.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $34,826,550 across 17 REIT - Healthcare Facilities names. UHT ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in UHT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,205 | 8,777 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $321 | 8,192 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $345 | 8,804 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $133 | 3,325 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $89 | 2,170 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $57 | 1,542 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $66 | 1,437 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $133 | 3,406 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $133 | 3,634 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $141 | 3,261 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $134 | 3,319 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $157 | 3,310 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $221 | 4,594 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $218 | 4,576 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $139,784 | 3,235 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $172,134 | 3,235 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $193,263 | 3,311 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $196,905 | 3,311 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $199,114 | 3,235 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $219,268 | 3,235 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $207,913 | 3,235 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $184,362 | 3,235 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $257,150 | 3,235 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $326,120 | 3,235 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||