Filing Research | UHT - UNIVERSAL HEALTH RLTY INCOME Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	52.1KSH	$2.3M
2	Y-Intercept (Hong Kong) Ltd	Shares	28.6KSH	$1.3M
3	Independent Wealth Network Inc.	Shares	16.0KSH	$703.0K
4	Fifth Third Wealth Advisors LLC	Shares	9.3KSH	$406.4K
5	ANCHYRA PARTNERS LLC	Shares	7.9KSH	$346.8K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$312.6K
7	Symmetry Partners, LLC	Shares	5.9KSH	$260.8K
8	Police & Firemen's Retirement System of New Jersey	Shares	3.8KSH	$166.0K
9	Farther Finance Advisors, LLC	Shares	2.4KSH	$103.8K
10	SIGNATUREFD, LLC	Shares	1.7KSH	$74.3K
11	GAMMA Investing LLC	Shares	1.6KSH	$70.0K
12	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$53.7K
13	Vision Retirement, LLC	Shares	1.0KSH	$43.9K
14	BARRETT & COMPANY, INC.	Shares	500SH	$21.9K
15	Versant Capital Management, Inc	Shares	154SH	$6.8K
16	HARBOR INVESTMENT ADVISORY, LLC	Shares	100SH	$4.4K
17	IFP Advisors, Inc	Shares	99SH	$4.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	71SH	$3.1K
19	True Wealth Design, LLC	Shares	51SH	$2.2K
20	High Note Wealth, LLC	Shares	43SH	$1.9K
21	Holos Integrated Wealth LLC	Shares	33SH	$1.5K
22	Cedar Mountain Advisors, LLC	Shares	20SH	$877
23	FARMERS & MERCHANTS INVESTMENTS INC	Shares	9SH	$395
24	SJS Investment Consulting Inc.	Shares	9SH	$395
25	State of Alaska, Department of Revenue	Shares	8.8KSH	$385
26	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$88
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.2KSH	$54
28	Davis Capital Management	Shares	1SH	$44

Manager changes2026-06-30 vs 2026-03-31

31 / 31 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+28.6K	+$1.3M	$1.3M
2	Fifth Third Wealth Advisors LLC new	Shares	+9.3K	+$406.4K	$406.4K
3	ANCHYRA PARTNERS LLC new	Shares	+7.9K	+$346.8K	$346.8K
4	Symmetry Partners, LLC new	Shares	+5.9K	+$260.8K	$260.8K
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+688	+$204.3K	$2.3M
6	Independent Wealth Network Inc. added	Shares	+948	+$92.7K	$703.0K
7	Farther Finance Advisors, LLC added	Shares	+1.1K	+$53.1K	$103.8K
8	EverSource Wealth Advisors, LLC added	Shares	+920	+$41.4K	$53.7K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+554	+$38.9K	$312.6K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$12.8K	$166.0K
11	Vision Retirement, LLC unchanged	Shares	0	+$3.4K	$43.9K
12	High Note Wealth, LLC new	Shares	+43	+$1.9K	$1.9K
13	SIGNATUREFD, LLC trimmed	Shares	-99	+$1.7K	$74.3K
14	BARRETT & COMPANY, INC. unchanged	Shares	0	+$1.7K	$21.9K
15	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$339	$4.4K
16	Holos Integrated Wealth LLC unchanged	Shares	0	+$85	$1.5K
17	SJS Investment Consulting Inc. added	Shares	+1	+$71	$395
18	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$68	$877
19	Davis Capital Management new	Shares	+1	+$44	$44
20	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$31	$395
21	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$7	$88
22	IFP Advisors, Inc trimmed	Shares	-12	-$150	$4.3K
23	True Wealth Design, LLC trimmed	Shares	-8	-$151	$2.2K
24	State of Alaska, Department of Revenue trimmed	Shares	-6.4K	-$228	$385
25	Versant Capital Management, Inc trimmed	Shares	-20	-$288	$6.8K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-10.3K	-$412	$54
27	Sound Income Strategies, LLC exited	Shares	-17	-$691	$0
28	Physician Wealth Advisors, Inc. exited	Shares	-33	-$1.3K	$0
29	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-320	-$12.7K	$3.1K
30	GAMMA Investing LLC trimmed	Shares	-966	-$33.7K	$70.0K
31	Louisiana State Employees Retirement System exited	Shares	-5.7K	-$230.7K	$0