Medallion Wealth Advisors, LLC
Position in UHT — Universal Health Realty Income Trust
CIK 2131139
FARMINGTON, CT
Position in UHT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,456
-$93,468 QoQ
Shares Held
626
-79.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#139
of 184 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, 2026Medallion Wealth Advisors, LLC holds $389,114 across 8 REIT - Healthcare Facilities names. UHT ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
6,629 | $345,702 | |
| 2 | UHT |
Universal Health Realty Income Trust
This page
|
626 | $27,456 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
700 | $14,980 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
25 | $487 | |
| 5 | WELL |
Welltower Inc.
|
1 | $226 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
2 | $95 | |
| 7 | VTR |
Ventas, Inc.
|
1 | $88 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
2 | $80 |
All Filings in UHT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,456 | 626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $120,924 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $117,159 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $117,039 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $119,430 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $122,388 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $111,183 | 2,988 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||