Position in UHT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,379,309
+$63,994 QoQ
Shares Held
31,448
-3.2% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
10 quarters on record
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $30,734,169 across 8 REIT - Healthcare Facilities names. UHT ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
156,680 | $13,913,183 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
337,718 | $6,811,772 | |
| 3 | MPT |
Medical Properties Trust Inc
|
783,911 | $3,621,668 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
32,924 | $1,569,816 | |
| 5 | WELL |
Welltower Inc.
|
6,504 | $1,476,212 | |
| 6 | UHT |
Universal Health Realty Income Trust
This page
|
31,448 | $1,379,309 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
56,814 | $1,215,819 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
40,831 | $746,390 |
All Filings in UHT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,309 | 31,448 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,315,315 | 32,501 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,304,006 | 33,257 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,334,482 | 34,069 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $962,437 | 24,079 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $871,178 | 21,269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $491,841 | 13,218 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $558,561 | 12,209 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $449,014 | 11,472 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $379,067 | 10,326 | Shares | Other | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||