UHT — UNIVERSAL HEALTH RLTY INCOME

Ownership history in Corient Private Wealth LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in UNIVERSAL HEALTH RLTY INCOME (UHT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,154 -6,774 -52.4% 0.00% $241K $38.47
2025 Q2 ADDED 12,928 +6,860 +113.1% 0.00% $517K $38.55
2025 Q1 REDUCED 6,068 -600 -9.0% 0.00% $249K $38.80
2024 Q4 ADDED 6,668 +151 +2.3% 0.00% $248K $34.61
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% of Fund (quarterly)    UHT price (monthly, adj. close)

Other funds also holding UHT

As of 2025 Q4 — sorted by position size

Independent Wealth Network Inc. 3Y 0.11% ALTFEST L J & CO INC 3Y 7Y 0.1% Truvestments Capital LLC 3Y 7Y 0.07% Wilkinson Global Asset Management LLC 3Y 0.05% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.04% FJ Capital Management LLC 3Y 7Y 0.04% MOORE CAPITAL MANAGEMENT, LP 3Y 7Y 0.03% MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.01%
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