UHT β€” UNIVERSAL HEALTH RLTY INCOME

Ownership history in EXCHANGE TRADED CONCEPTS, LLC  Β·  13 quarters on record

AI Ownership Summary

EXCHANGE TRADED CONCEPTS, LLC reported UNIVERSAL HEALTH RLTY INCOME (UHT) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UHT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EXCHANGE TRADED CONCEPTS, LLC'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
2025 Q4

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

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 EXCHANGE TRADED CONCEPTS, LLC fund profile EXCHANGE TRADED CONCEPTS, LLC full holdings
How EXCHANGE TRADED CONCEPTS, LLC held UHT β€” position size vs. price
% of Fund (quarterly)    UHT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,748 +807 +1.6% 0.01% $2.0M 2026-02-14 (Est.) $42.40
2025 Q3 ADDED 48,941 +29,283 +149.0% 0.02% $1.9M 2025-10-14 $34.63
2025 Q2 ADDED 19,658 +376 +2.0% 0.01% $786K 2025-07-10 $38.87
2025 Q1 ADDED 19,282 +6,668 +52.9% 0.01% $790K 2025-04-17 $35.69
2023 Q4 UNCHANGED 12,614 β€” 0% 0.01% $546K 2024-01-05 $35.67
2023 Q3 ADDED 12,614 +1,007 +8.7% 0.01% $510K 2023-10-18 $32.43
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UHT

As of 2025 Q4 β€” sorted by position size

Total Wealth Planning & Management, Inc. 0.37% WealthTrust Axiom LLC 3Y 7Y 0.36% Arrow Investment Advisors, LLC 3Y 7Y 0.23% PharVision Advisers, LLC 0.12% VARCOV Co. 0.12% 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%

FAQ About EXCHANGE TRADED CONCEPTS, LLC and UHT

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

How long has EXCHANGE TRADED CONCEPTS, LLC reported owning UHT?

EXCHANGE TRADED CONCEPTS, LLC reported UHT across 6 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported UHT position in EXCHANGE TRADED CONCEPTS, LLC's portfolio?

The largest reported portfolio weight for UHT was 0.02% in 2025 Q3.

What is the latest reported UHT position on this page?

The most recent filing on this page is 2025 Q4, when EXCHANGE TRADED CONCEPTS, LLC reported 49,748 shares, equal to 0.01% of portfolio, with an estimated market value of $2.0M.

What does the chart on this UHT ownership page compare?

The chart compares EXCHANGE TRADED CONCEPTS, LLC'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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