VALLEY NATIONAL ADVISERS INC
Position in UHT — Universal Health Realty Income Trust
CIK 773411
BETHLEHEM, PA
Position in UHT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,465
+$1,041 QoQ
Shares Held
307
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 184 holders
Holding Since
Mar 2025
6 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, 2026VALLEY NATIONAL ADVISERS INC holds $152,960 across 4 REIT - Healthcare Facilities names. UHT ranks #3 (8.8% of the industry book) .
All Filings in UHT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,465 | 307 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,424 | 307 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,037 | 307 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,025 | 307 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,270 | 307 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $12,574 | 307 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||