Horizon Investments, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1560717
Charlotte, NC
Position in UHT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$688,718
+$94,805 QoQ
Shares Held
17,018
+12.4% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $16,403,883 across 10 REIT - Healthcare Facilities names. UHT ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
160,983 | $7,054,275 | |
| 2 | WELL |
Welltower Inc.
|
25,027 | $4,948,088 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
35,424 | $1,298,289 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
38,133 | $733,297 | |
| 5 | UHT |
Universal Health Realty Income Trust
This page
|
17,018 | $688,718 | |
| 6 | LTC |
Ltc Properties Inc
|
18,154 | $674,602 | |
| 7 | VTR |
Ventas, Inc.
|
8,158 | $667,161 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
11,848 | $194,662 |
All Filings in UHT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||