STIFEL FINANCIAL CORP
Position in UHT — Universal Health Realty Income Trust
CIK 720672
ST. LOUIS, MO
Position in UHT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,163,804
+$374,275 QoQ
Shares Held
94,934
+1.4% QoQ
Ownership
0.683%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. UHT ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
This page
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in UHT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,163,804 | 94,934 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,789,529 | 93,638 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,030,658 | 77,293 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,747,197 | 95,665 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,798,388 | 95,031 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,857,325 | 94,173 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,906,137 | 78,101 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,323,920 | 72,654 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,746,962 | 70,183 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,575,757 | 70,165 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,540,358 | 81,858 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,122,283 | 101,961 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,157,134 | 45,337 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,208,874 | 45,913 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,059,080 | 22,189 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,334,368 | 30,881 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,672,230 | 31,427 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,809,995 | 31,009 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,831,913 | 30,804 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,152,987 | 38,954 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $886,566 | 14,404 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $634,014 | 9,354 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $562,619 | 8,754 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||