Superior Planning, LLC’s Universal Health Realty Income Trust UHT Stock Holding History

Superior Planning, LLC’s Portfolio UHT Stock Details UHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.46K	Buy	+39	New	+$1.63K	﹤0.01%	1663

Other funds holding UHT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Superior Planning, LLC's UHT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Universal Health Realty Income Trust (UHT) in Q3 2026: 39 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

112 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

Superior Planning, LLC held 39 shares of Universal Health Realty Income Trust worth $1.46K as of Q3 2026.
Universal Health Realty Income Trust was a new Superior Planning, LLC position in Q3 2026.
Universal Health Realty Income Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1663 holding.
112 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.