DIMENSIONAL FUND ADVISORS LP
Position in UHT — Universal Health Realty Income Trust
CIK 354204
AUSTIN, TX
Position in UHT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,238,134
+$524,999 QoQ
Shares Held
187,828
-1.4% QoQ
Ownership
1.35%
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 93%
Shared 7%
None 0%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. UHT ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,238,134 | 187,828 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,713,135 | 190,589 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,367,675 | 187,903 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,396,391 | 188,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,581,788 | 189,687 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,786,658 | 190,104 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,111,164 | 191,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,855,277 | 193,558 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,545,132 | 192,773 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,912,453 | 188,299 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,002,114 | 185,020 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $7,920,074 | 195,896 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $9,118,611 | 191,648 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,007,681 | 187,231 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,723,131 | 182,760 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,037,921 | 186,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,946,861 | 186,936 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,237,042 | 192,514 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,471,465 | 192,895 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,756,813 | 194,623 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,799,688 | 191,709 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,907,819 | 190,437 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,353,143 | 192,207 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $11,427,520 | 200,518 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,100,063 | 202,542 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,291,036 | 201,280 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||