RAYMOND JAMES FINANCIAL INC
Position in UHT — Universal Health Realty Income Trust
CIK 720005
ST. PETERSBURG, FL
Position in UHT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,784
+$30,651 QoQ
Shares Held
13,447
-2.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026RAYMOND JAMES FINANCIAL INC holds $449,021,107 across 14 REIT - Healthcare Facilities names. UHT ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
934,992 | $212,215,132 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
1,784,184 | $71,991,822 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
2,928,521 | $62,670,348 | |
| 4 | VTR |
Ventas, Inc.
|
404,755 | $35,942,243 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
634,562 | $30,255,914 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
353,124 | $18,415,416 | |
| 7 | DHC |
Diversified Healthcare Trust
|
609,893 | $5,672,004 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
257,929 | $5,202,426 |
All Filings in UHT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,784 | 13,447 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $559,133 | 13,816 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $600,265 | 15,309 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $732,400 | 18,698 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $735,806 | 18,409 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $753,663 | 18,400 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $690,877 | 18,567 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||