Position in UHT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,633,252
+$1,302,777 QoQ
Shares Held
559,260
+2.8% QoQ
Ownership
4.03%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026STATE STREET CORP holds $14,006,037,849 across 17 REIT - Healthcare Facilities names. UHT ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
41,560,777 | $8,216,981,220 | |
| 2 | VTR |
Ventas, Inc.
|
29,798,498 | $2,436,921,166 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
48,500,600 | $796,864,858 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
14,573,313 | $638,602,575 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
9,545,044 | $450,144,275 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,035,271 | $441,092,682 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
17,069,935 | $290,018,195 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
12,099,951 | $232,682,057 |
All Filings in UHT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,633,252 | 559,260 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,330,475 | 544,006 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,414,964 | 597,778 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,032,522 | 601,264 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,759,992 | 604,492 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,577,204 | 606,751 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $27,046,027 | 591,170 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,687,501 | 579,650 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,920,018 | 597,113 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,270,704 | 838,629 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $33,136,549 | 819,603 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,530,426 | 809,803 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,519,478 | 821,440 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $39,292,338 | 823,221 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $35,003,729 | 810,084 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $44,022,122 | 827,328 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $47,986,794 | 822,114 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $43,909,317 | 738,344 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,233,409 | 691,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,084,935 | 683,752 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $45,292,561 | 668,229 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $42,012,013 | 653,680 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $36,663,832 | 643,338 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $54,455,419 | 685,060 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $70,881,628 | 703,121 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||