MERCER GLOBAL ADVISORS INC /ADV
Position in UHT — Universal Health Realty Income Trust
CIK 853758
DENVER, CO
Position in UHT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$380,498
+$5,220 QoQ
Shares Held
9,402
-1.8% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $50,963,328 across 14 REIT - Healthcare Facilities names. UHT ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
138,210 | $27,325,499 | |
| 2 | VTR |
Ventas, Inc.
|
98,408 | $8,047,806 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
137,146 | $6,009,737 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
53,240 | $2,510,798 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
113,250 | $1,924,117 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
59,643 | $1,146,934 | |
| 7 | MPT |
Medical Properties Trust Inc
|
215,186 | $996,311 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
23,082 | $845,955 |
All Filings in UHT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||