ROTHSCHILD INVESTMENT LLC

Position in UHT — Universal Health Realty Income Trust

CIK 85338 CHICAGO, IL

Position in UHT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$221,887

+$16,462 QoQ

Shares Held

5,059

-0.3% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#103

of 183 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,259,876 across 17 REIT - Healthcare Facilities names. UHT ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	40,047	$3,556,173
2	HR	Healthcare Realty Trust Inc	28,742	$579,726
3	WELL	Welltower Inc.	1,755	$398,332
4	MPT	Medical Properties Trust Inc	48,992	$226,343
5	UHT	Universal Health Realty Income Trust This page	5,059	$221,887
6	DOC	Healthpeak Properties, Inc.	5,121	$109,589
7	CTRE	CareTrust REIT, Inc.	1,682	$67,868
8	OHI	Omega Healthcare Investors Inc	801	$38,191

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,887	5,059	-0.3%	Shares	Sole	2026-08-06
2026-03-31	$205,425	5,076	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$198,284	5,057	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$202,626	5,173	+0.5%	Shares	Sole	2025-11-07
2025-06-30	$205,645	5,145	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$211,353	5,160	-40.4%	Shares	Sole	2025-04-08
2024-12-31	$322,052	8,655	0.0%	Shares	Sole	2025-02-04
2024-09-30	$395,966	8,655	+0.1%	Shares	Sole	2024-10-18
2024-06-30	$338,365	8,645	0.0%	Shares	Sole	2024-07-31
2024-03-31	$317,357	8,645	-8.5%	Shares	Sole	2024-07-31
2023-12-31	$408,496	9,445	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.