Independent Wealth Network Inc.
Position in UHT — Universal Health Realty Income Trust
CIK 1891240
URBANDALE, IA
Position in UHT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$703,031
+$92,703 QoQ
Shares Held
16,029
+6.3% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#7
of 54 holders
Holding Since
Sep 2021
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 Jun 30, 2026Independent Wealth Network Inc. holds $703,031 across 1 REIT - Healthcare Facilities name. UHT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
This page
|
16,029 | $703,031 |
All Filings in UHT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,031 | 16,029 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $610,328 | 15,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $368,574 | 9,400 | Shares | Sole | 2026-01-26 | |
| 2022-12-31 | $228,435 | 4,786 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $206,759 | 4,785 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $265,783 | 4,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $295,177 | 5,057 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $319,056 | 5,365 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $319,626 | 5,783 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||