CI Private Wealth, LLC
- SEC CIK
- 0001948780
- Latest filing
- Aug 27, 2026
UHT holding history
Universal Health Realty Income Trust in every 13F filed by CI Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UHT overviewAll 13F holders of UHTFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −6,154−100.0% | Sold out | Holders |
| Q3 2025 | 6,154 | $241.1K | <0.1% | +6,154 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −6,068−100.0% | Sold out | Holders |
| Q1 2025 | 6,068 | $248.5K | <0.1% | −600−9.0% | Reduced | Holders |
| Q4 2024 | 6,668 | $248.1K | <0.1% | +151+2.3% | Added | Holders |
| Q3 2024 | 6,517 | $298.2K | <0.1% | +6,517 | New | Holders |