Creative Planning

Position in UHT — Universal Health Realty Income Trust

CIK 1540235 OVERLAND PARK, KS

Position in UHT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$405,836

+$8,826 QoQ

Shares Held

9,253

-5.7% QoQ

Ownership

0.067%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Creative Planning holds $111,699,538 across 16 REIT - Healthcare Facilities names. UHT ranks #15 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	231,196	$52,474,556
2	VTR	Ventas, Inc.	142,720	$12,673,535
3	DOC	Healthpeak Properties, Inc.	531,278	$11,369,349
4	OHI	Omega Healthcare Investors Inc	228,169	$10,879,097
5	HR	Healthcare Realty Trust Inc	441,781	$8,910,722
6	CTRE	CareTrust REIT, Inc.	111,138	$4,484,418
7	AHR	American Healthcare REIT, Inc.	44,386	$2,314,729
8	DHC	Diversified Healthcare Trust	242,193	$2,252,394

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,836	9,253	-5.7%	Shares	Defined	2026-08-13
2026-03-31	$397,010	9,810	-15.1%	Shares	Sole	2026-05-12
2025-12-31	$453,032	11,554	+4.8%	Shares	Sole	2026-02-17
2025-09-30	$432,044	11,030	+1.4%	Shares	Defined	2025-11-14
2025-06-30	$434,753	10,877	+21.1%	Shares	Defined	2025-08-08
2025-03-31	$367,861	8,981	+4.4%	Shares	Sole	2025-05-15
2024-12-31	$320,228	8,606	-19.3%	Shares	Defined	2025-02-14
2024-09-30	$487,740	10,661	+12.7%	Shares	Sole	2024-10-11
2024-06-30	$370,107	9,456	+319.1%	Shares	Sole	2024-08-15
2020-03-31	$227,427	2,256	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.