BARRETT & COMPANY, INC. UHT — UNIVERSAL HEALTH RLTY INCOME

Ownership history in BARRETT & COMPANY, INC.  ·  7 quarters on record

AI Ownership Summary

BARRETT & COMPANY, INC. reported UNIVERSAL HEALTH RLTY INCOME (UHT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows UHT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARRETT & COMPANY, INC.'s position in UNIVERSAL HEALTH RLTY INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UHT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UHT stock page BARRETT & COMPANY, INC. fund profile BARRETT & COMPANY, INC. full holdings
How BARRETT & COMPANY, INC. held UHT — position size vs. price
% of Fund (quarterly)    UHT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 500 — 0% 0.01% $20K 2026-05-04 $39.86
2025 Q4 UNCHANGED — — — 500 — 0% 0.01% $20K 2026-01-28 $37.50
2025 Q3 UNCHANGED — — — 500 — 0% 0.01% $20K 2025-10-31 $36.84
2025 Q2 UNCHANGED — — — 500 — 0% 0.01% $20K 2025-07-21 $38.68
2025 Q1 UNCHANGED — — — 500 — 0% 0.01% $20K 2025-04-21 $35.48
2024 Q4 UNCHANGED — — — 500 — 0% 0.01% $19K 2025-01-28 $35.70
2024 Q3 INITIATED — — — 500 — — 0.01% $23K 2024-10-24 $36.99

🏢 Other funds also holding UHT

As of 2026 Q1 — sorted by position size

Total Wealth Planning & Management, Inc. 0.48% Independent Wealth Network Inc. 3Y 0.18% ALTFEST L J & CO INC 3Y 7Y 0.1% Medallion Wealth Advisors, LLC 0.06% Brooklyn Investment Group 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% AlphaQuest LLC 0.01% ProShare Advisors LLC 3Y 7Y 0.01% Coastline Trust Co 3Y 7Y 0.01% Crestwood Advisors Group, LLC 3Y 7Y 0.01%

FAQ About BARRETT & COMPANY, INC. and UHT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARRETT & COMPANY, INC. reported owning UHT?

BARRETT & COMPANY, INC. reported UHT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported UHT position in BARRETT & COMPANY, INC.'s portfolio?

The largest reported portfolio weight for UHT was 0.01% in 2024 Q3.

What is the latest reported UHT position on this page?

The most recent filing on this page is 2026 Q1, when BARRETT & COMPANY, INC. reported 500 shares, equal to 0.01% of portfolio, with an estimated market value of $20K.

What does the chart on this UHT ownership page compare?

The chart compares BARRETT & COMPANY, INC.'s quarterly UHT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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