Position in UHT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$619,390
+$113,071 QoQ
Shares Held
14,122
+12.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 54 holders
Holding Since
Mar 2020
26 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, 2026CITIGROUP INC holds $619,078,478 across 18 REIT - Healthcare Facilities names. UHT ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,296,947 | $294,368,059 | |
| 2 | VTR |
Ventas, Inc.
|
2,095,569 | $186,086,526 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,690,209 | $36,170,471 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
1,267,385 | $24,726,680 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
474,285 | $22,613,908 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
796,897 | $16,073,411 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
341,321 | $13,772,300 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
158,928 | $8,288,095 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,390 | 14,122 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $506,319 | 12,511 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $561,722 | 14,326 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $922,021 | 23,539 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $755,471 | 18,901 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $992,132 | 24,222 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $855,754 | 22,998 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,045,067 | 22,843 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $477,154 | 12,191 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $917,602 | 24,996 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $521,291 | 12,053 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $453,340 | 11,213 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $683,105 | 14,357 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $536,233 | 11,146 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $678,386 | 14,213 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $617,469 | 14,290 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $744,885 | 13,999 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,219,406 | 20,891 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,147,402 | 36,109 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,993,091 | 36,061 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,495,174 | 40,539 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,135,789 | 16,757 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,468,183 | 22,844 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $999,604 | 17,540 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,044,737 | 13,143 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,008,805 | 10,007 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||