MERCER GLOBAL ADVISORS INC /ADV
Position in UHT — Universal Health Realty Income Trust
CIK 853758
DENVER, CO
Position in UHT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$452,240
+$71,742 QoQ
Shares Held
10,311
+9.7% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $60,191,920 across 14 REIT - Healthcare Facilities names. UHT ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
140,565 | $31,904,038 | |
| 2 | VTR |
Ventas, Inc.
|
98,318 | $8,730,638 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
138,748 | $6,615,504 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
140,219 | $2,828,217 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
118,281 | $2,531,213 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
47,207 | $2,461,845 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,115 | $1,367,943 | |
| 8 | MPT |
Medical Properties Trust Inc
|
235,840 | $1,089,580 |
All Filings in UHT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,240 | 10,311 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $380,498 | 9,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $375,278 | 9,571 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $321,624 | 8,211 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||