CREATIVE FINANCIAL DESIGNS INC /ADV

Position in UHT — Universal Health Realty Income Trust

CIK 819864 KOKOMO, IN

Position in UHT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,157

+$325 QoQ

Shares Held

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#25

of 34 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. UHT ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SILA	Sila Realty Trust, Inc.	22,471	$682,219
2	DOC	Healthpeak Properties, Inc.	13,976	$299,086
3	AHR	American Healthcare REIT, Inc.	5,540	$288,911
4	OHI	Omega Healthcare Investors Inc	4,317	$205,834
5	WELL	Welltower Inc.	589	$133,685
6	CHCT	Community Healthcare Trust Inc	5,455	$99,717
7	VTR	Ventas, Inc.	554	$49,195
8	UHT	Universal Health Realty Income Trust This page	72	$3,157

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,157	72	+2.9%	Shares	Sole	2026-07-28
2026-03-31	$2,832	70	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$2,705	69	-84.5%	Shares	Sole	2026-02-06
2025-09-30	$17,391	444	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$17,386	435	+2.1%	Shares	Sole	2025-08-04
2025-03-31	$17,448	426	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$15,590	419	+29.7%	Shares	Sole	2025-02-10
2024-09-30	$14,777	323	+10.6%	Shares	Sole	2024-10-28
2024-06-30	$11,428	292	—	Shares	Sole	2024-08-06
No filing history on record for this holder in this stock.