Position in UHT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,952,450
-$1,657,511 QoQ
Shares Held
112,915
-30.9% QoQ
Ownership
0.812%
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 71%
Shared 0%
None 29%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,875,902,607 across 18 REIT - Healthcare Facilities names. UHT ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,762,078 | $2,215,698,834 | |
| 2 | VTR |
Ventas, Inc.
|
7,885,794 | $700,258,501 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
14,189,218 | $303,649,260 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,892,204 | $137,900,280 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,378,640 | $124,046,070 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
2,570,606 | $103,723,945 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,014,723 | $101,146,957 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,279,604 | $44,475,069 |
All Filings in UHT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,952,450 | 112,915 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,609,961 | 163,330 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,085,673 | 180,711 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $6,570,019 | 167,731 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $7,771,883 | 194,443 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,695,352 | 212,289 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,215,761 | 193,920 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $8,329,790 | 182,072 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,828,439 | 174,462 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,529,990 | 150,640 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,911,365 | 136,679 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,260,470 | 105,379 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,071,216 | 106,583 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,901,360 | 122,664 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,757,714 | 120,631 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,948,362 | 114,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,385,011 | 138,790 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,518,127 | 77,405 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,971,045 | 66,774 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,596,693 | 65,075 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,866,013 | 62,811 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $3,064,332 | 45,210 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,135,475 | 48,786 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,408,913 | 59,816 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,712,214 | 84,441 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,878,339 | 117,829 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||