Cornerstone Planning Group LLC
Position in UHT — Universal Health Realty Income Trust
CIK 1822587
FAIRFIELD, NJ
Position in UHT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,315
+$101 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 183 holders
Holding Since
Dec 2024
7 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, 2026Cornerstone Planning Group LLC holds $155,723 across 12 REIT - Healthcare Facilities names. UHT ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
314 | $71,268 | |
| 2 | VTR |
Ventas, Inc.
|
450 | $39,960 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
544 | $21,950 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
416 | $8,902 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
95 | $4,529 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
186 | $3,751 | |
| 7 | UHT |
Universal Health Realty Income Trust
This page
|
30 | $1,315 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
27 | $1,013 |
All Filings in UHT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,315 | 30 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,214 | 30 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,176 | 30 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $587 | 15 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,158 | 54 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,228 | 30 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,116 | 30 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||