Position in UHT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$984,613
+$76,102 QoQ
Shares Held
22,449
0.0% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3
of 54 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $984,613 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
|
22,449 | $984,613 |
All Filings in UHT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $984,613 | 22,449 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $908,511 | 22,449 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $880,225 | 22,449 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $879,327 | 22,449 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $897,286 | 22,449 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $919,511 | 22,449 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $835,327 | 22,449 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,027 | 22,449 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $879 | 22,449 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $824 | 22,449 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $971 | 22,449 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $908 | 22,449 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,068 | 22,449 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,080 | 22,449 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,071 | 22,449 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $997,502 | 23,085 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,228,352 | 23,085 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,370,877 | 23,486 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,396,712 | 23,486 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,298,071 | 23,486 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,445,563 | 23,486 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,591,881 | 23,486 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,509,445 | 23,486 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,338,467 | 23,486 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,866,902 | 23,486 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,367,623 | 23,486 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||