Total Wealth Planning & Management, Inc.
Position in UHT — Universal Health Realty Income Trust
CIK 2058383
Ponte Vedra Beach, FL
Position in UHT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$703,207
+$55,809 QoQ
Shares Held
16,033
+0.2% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#6
of 54 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,018,236 across 2 REIT - Healthcare Facilities names. UHT ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
This page
|
16,033 | $703,207 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
14,721 | $315,029 |
All Filings in UHT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,207 | 16,033 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $647,398 | 15,997 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $498,006 | 12,701 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $450,302 | 11,266 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $464,896 | 11,350 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||