Horizon Investments, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1560717
Charlotte, NC
Position in UHT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$834,875
+$146,157 QoQ
Shares Held
19,035
+11.9% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026Horizon Investments, LLC holds $17,680,266 across 9 REIT - Healthcare Facilities names. UHT ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
174,294 | $8,310,337 | |
| 2 | WELL |
Welltower Inc.
|
27,805 | $6,310,900 | |
| 3 | UHT |
Universal Health Realty Income Trust
This page
|
19,035 | $834,875 | |
| 4 | LTC |
Ltc Properties Inc
|
20,907 | $803,874 | |
| 5 | VTR |
Ventas, Inc.
|
7,790 | $691,752 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
11,803 | $252,584 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
5,192 | $209,497 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
3,272 | $170,634 |
All Filings in UHT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,875 | 19,035 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $688,718 | 17,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $593,913 | 15,147 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $562,363 | 14,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $473,524 | 11,847 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||