Position in UHT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,495,229
+$314,640 QoQ
Shares Held
34,091
+16.9% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $6,863,277,059 across 18 REIT - Healthcare Facilities names. UHT ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
43,693,905 | $3,880,018,756 | |
| 2 | WELL |
Welltower Inc.
|
8,588,951 | $1,949,434,197 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
30,192,317 | $646,115,578 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,851,042 | $88,257,677 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
3,231,743 | $63,051,301 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,515,488 | $61,149,938 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
779,243 | $40,637,519 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
1,578,423 | $31,836,788 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,229 | 34,091 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,180,589 | 29,172 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,586,786 | 40,469 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,441,513 | 87,861 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $3,460,880 | 86,587 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,781,507 | 92,322 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,240,523 | 113,962 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,743,903 | 81,834 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,942,046 | 49,618 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,014,899 | 54,887 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,678,703 | 38,814 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,785,265 | 44,157 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,323,187 | 48,827 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,320,886 | 69,027 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,825,423 | 59,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,053,779 | 70,673 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,142,294 | 115,435 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $3,737,137 | 64,025 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,317,163 | 72,594 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,776,100 | 68,321 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,134,930 | 83,427 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,831,925 | 86,042 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,470,041 | 69,551 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,288,948 | 57,711 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,983,607 | 75,275 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $7,087,949 | 70,310 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||