Position in UHT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,315,315
+$11,309 QoQ
Shares Held
32,501
-2.3% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026IEQ CAPITAL, LLC holds $32,955,436 across 7 REIT - Healthcare Facilities names. UHT ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
211,207 | $17,272,508 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
358,415 | $6,089,470 | |
| 3 | MPT |
Medical Properties Trust Inc
|
874,340 | $4,048,194 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
43,114 | $1,889,255 | |
| 5 | WELL |
Welltower Inc.
|
9,523 | $1,882,792 | |
| 6 | UHT |
Universal Health Realty Income Trust
This page
|
32,501 | $1,315,315 | |
| 7 | CHCT |
Community Healthcare Trust Inc
|
28,817 | $457,902 |
All Filings in UHT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||