AMERIPRISE FINANCIAL INC
Position in UHT — Universal Health Realty Income Trust
CIK 820027
MINNEAPOLIS, MN
Position in UHT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$960,636
-$24,122 QoQ
Shares Held
23,737
-5.5% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 92%
None 8%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $937,954,446 across 17 REIT - Healthcare Facilities names. UHT ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,560,107 | $703,868,752 | |
| 2 | VTR |
Ventas, Inc.
|
1,260,180 | $103,057,517 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
633,765 | $27,771,581 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
1,135,049 | $18,648,852 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
508,794 | $18,647,298 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
363,546 | $17,144,828 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
800,519 | $15,393,979 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
528,702 | $8,401,074 |
All Filings in UHT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $960,636 | 23,737 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $984,758 | 25,115 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,218,706 | 158,762 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,919,875 | 148,108 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,533,403 | 183,921 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $5,761,446 | 154,836 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $7,059,681 | 154,310 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,985,288 | 152,920 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,880,996 | 132,961 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,718,038 | 132,209 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,795,859 | 44,419 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,324,282 | 48,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,484,591 | 51,644 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $2,557,612 | 53,585 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,385,753 | 55,213 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,025,307 | 56,856 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,294,168 | 56,436 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,430,526 | 57,685 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,155,031 | 57,084 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,665,794 | 59,558 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,143,255 | 61,128 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,851,507 | 59,927 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,486,021 | 61,169 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,377,339 | 67,648 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,148,638 | 70,912 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||