Joel Isaacson & Co., LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1599330
NEW YORK, NY
Position in UHT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$224,782
+$17,374 QoQ
Shares Held
5,125
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 54 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $1,241,607 across 2 REIT - Healthcare Facilities names. UHT ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,480 | $1,016,825 | |
| 2 | UHT |
Universal Health Realty Income Trust
This page
|
5,125 | $224,782 |
All Filings in UHT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,782 | 5,125 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $207,408 | 5,125 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $200,951 | 5,125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $200,746 | 5,125 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||