CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UHT — Universal Health Realty Income Trust
CIK 884546
SAN FRANCISCO, CA
Position in UHT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,706,544
+$627,384 QoQ
Shares Held
152,908
+1.8% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,087,627,373 across 18 REIT - Healthcare Facilities names. UHT ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,394,281 | $2,132,219,958 | |
| 2 | VTR |
Ventas, Inc.
|
6,942,709 | $616,512,558 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
11,940,893 | $255,535,110 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,818,440 | $229,743,218 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,682,918 | $188,955,741 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,963,670 | $154,555,390 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,440,510 | $150,075,086 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,840,401 | $94,436,223 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,706,544 | 152,908 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,079,160 | 150,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,134,471 | 130,948 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,913,484 | 125,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,939,012 | 123,568 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,902,830 | 119,698 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $4,493,628 | 120,764 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,422,427 | 118,523 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,553,743 | 116,345 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,832,193 | 104,391 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,422,788 | 102,261 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,017,367 | 99,366 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,624,728 | 97,199 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,655,460 | 96,767 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,534,254 | 94,998 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,991,999 | 92,386 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,837,108 | 90,906 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,421,113 | 92,875 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,105,725 | 102,669 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,564,749 | 100,683 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,166,017 | 100,179 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,850,832 | 160,089 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,997,584 | 155,556 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,840,231 | 155,119 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,902,848 | 137,160 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $19,215,293 | 190,609 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||