MARTINGALE ASSET MANAGEMENT L P
Position in UHT — Universal Health Realty Income Trust
CIK 936944
BOSTON, MA
Position in UHT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,048,901
+$575,363 QoQ
Shares Held
25,918
+114.6% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $8,667,506 across 7 REIT - Healthcare Facilities names. UHT ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
66,503 | $2,437,334 | |
| 2 | LTC |
Ltc Properties Inc
|
63,448 | $2,357,727 | |
| 3 | UHT |
Universal Health Realty Income Trust
This page
|
25,918 | $1,048,901 | |
| 4 | DHC |
Diversified Healthcare Trust
|
147,946 | $982,361 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
53,141 | $844,410 | |
| 6 | NHI |
National Health Investors Inc
|
9,618 | $777,711 | |
| 7 | WELL |
Welltower Inc.
|
1,108 | $219,062 |
All Filings in UHT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,901 | 25,918 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $473,538 | 12,077 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $487,431 | 12,444 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $493,788 | 12,354 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $411,729 | 10,052 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,615 | 9,342 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $490,445 | 13,360 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $711,894 | 16,460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $669,116 | 16,550 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $787,448 | 16,550 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $742,337 | 15,430 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $735,519 | 15,410 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $665,693 | 15,406 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $811,771 | 15,256 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $820,448 | 14,056 | Shares | Sole | 2022-05-12 | |
| 2020-09-30 | $1,437,629 | 25,226 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,517,098 | 56,826 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,728,629 | 56,826 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||