Position in UHT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,020
+$145,380 QoQ
Shares Held
8,026
+42.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 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, 2026HSBC HOLDINGS PLC holds $1,169,546,849 across 15 REIT - Healthcare Facilities names. UHT ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,321,976 | $753,988,888 | |
| 2 | VTR |
Ventas, Inc.
|
2,139,057 | $189,948,259 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
2,952,394 | $63,181,229 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
926,367 | $44,169,177 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
598,397 | $31,206,402 | |
| 6 | 690,650 | $20,968,134 | |||
| 7 | CTRE |
CareTrust REIT, Inc.
|
478,410 | $19,303,842 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
673,232 | $13,579,088 |
All Filings in UHT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,020 | 8,026 | Shares | Defined | 2026-08-14 | |
| 2024-03-31 | $206,640 | 5,629 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $301,798 | 6,978 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $238,051 | 5,888 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $330,443 | 6,945 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $307,759 | 6,397 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $386,230 | 8,092 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $360,197 | 8,336 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $327,347 | 6,152 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $375,902 | 6,440 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $263,214 | 4,426 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $202,066 | 3,656 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $220,409 | 3,581 | Shares | Defined | 2021-08-13 | |
| 2020-12-31 | $215,753 | 3,357 | Shares | Sole | 2021-02-25 | |
| 2020-03-31 | $248,193 | 2,462 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||