WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1632972
PLYMOUTH, MN
Position in UHT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$318,423
+$47,032 QoQ
Shares Held
7,260
+8.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 54 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $67,418,613 across 13 REIT - Healthcare Facilities names. UHT ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
161,934 | $36,754,159 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
252,106 | $12,020,414 | |
| 3 | VTR |
Ventas, Inc.
|
70,641 | $6,272,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
196,421 | $4,203,409 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
138,925 | $2,802,117 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
34,742 | $1,811,795 | |
| 7 | MPT |
Medical Properties Trust Inc
|
222,729 | $1,029,007 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
19,651 | $792,917 |
All Filings in UHT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,423 | 7,260 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $271,391 | 6,706 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $224,124 | 5,716 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||