Creative Planning

Position in UHT — Universal Health Realty Income Trust

CIK 1540235 OVERLAND PARK, KS

Position in UHT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$397,010

-$56,022 QoQ

Shares Held

9,810

-15.1% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Creative Planning holds $89,106,363 across 15 REIT - Healthcare Facilities names. UHT ranks #14 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	220,074	$43,510,830
2	VTR	Ventas, Inc.	150,378	$12,297,912
3	OHI	Omega Healthcare Investors Inc	175,381	$7,685,195
4	DOC	Healthpeak Properties, Inc.	408,305	$6,708,451
5	HR	Healthcare Realty Trust Inc	320,819	$5,450,714
6	CTRE	CareTrust REIT, Inc.	101,154	$3,707,294
7	AHR	American Healthcare REIT, Inc.	43,738	$2,062,684
8	MPT	Medical Properties Trust Inc	361,660	$1,674,485

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.