BARRETT & COMPANY, INC.
Position in UHT — Universal Health Realty Income Trust
CIK 887602
PROVIDENCE, RI
Position in UHT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,930
+$1,695 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#142
of 184 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BARRETT & COMPANY, INC. holds $47,558 across 3 REIT - Healthcare Facilities names. UHT ranks #2 (46.1% of the industry book) .
All Filings in UHT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,930 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,235 | 500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,605 | 500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,585 | 500 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $19,985 | 500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $20,480 | 500 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $18,605 | 500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $22,875 | 500 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||