AF
UHT

Allworth Financial’s Universal Health Realty Income Trust UHT Stock Holding History

Allworth Financial’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
Q2 		– Sell
-306
Closed -$12.4K – 5411
2026
Q1 		$12.4K Buy
+306
New +$12.7K ﹤0.01% 3361
2025
Q4 		– Sell
-280
Closed -$11K – 5291
2025
Q3 		$11K Buy
280
+87
+45% +$3.5K ﹤0.01% 3084
2025
Q2 		$7.71K Sell
193
-68
-26% -$2.67K ﹤0.01% 3024
2025
Q1 		$10K Sell
261
-144
-36% -$5.65K ﹤0.01% 2427
2024
Q4 		$15.3K Sell
405
-56
-12% -$2.28K ﹤0.01% 2258
2024
Q3 		$21.1K Hold
461
– – ﹤0.01% 1879
2024
Q2 		$18.8K Buy
461
+137
+42% +$5.01K ﹤0.01% 1920
2024
Q1 		$11.9K Hold
324
– – ﹤0.01% 2038
2023
Q4 		$14K Hold
324
– – ﹤0.01% 1845
2023
Q3 		$13.1K Hold
324
– – ﹤0.01% 1742
2023
Q2 		$15.4K Hold
324
– – ﹤0.01% 1697
2023
Q1 		$15.6K Hold
324
– – ﹤0.01% 1599
2022
Q4 		$15.5K Sell
324
-3
-0.9% -$145 ﹤0.01% 1502
2022
Q3 		$14K Sell
327
-1
-0.3% -$51 ﹤0.01% 1460
2022
Q2 		$17K Buy
328
+4
+1% +$211 ﹤0.01% 1320
2022
Q1 		$19K Buy
+324
New +$18.8K ﹤0.01% 1287
2020
Q3 		– Sell
-76
Closed -$6K – 1271
2020
Q2 		$6K Hold
76
– – ﹤0.01% 838
2020
Q1 		$8K Buy
+76
New +$8.38K ﹤0.01% 768
2017
Q2 		– Sell
-635
Closed -$41K – 825
2017
Q1 		$41K Hold
635
– – ﹤0.01% 254
2016
Q4 		$42K Hold
635
– – ﹤0.01% 232
2016
Q3 		$40K Hold
635
– – ﹤0.01% 243
2016
Q2 		$36K Hold
635
– – ﹤0.01% 242
2016
Q1 		$36K Hold
635
– – ﹤0.01% 242
2015
Q4 		$32K Hold
635
– – 0.01% 249
2015
Q3 		$30K Hold
635
– – 0.01% 261
2015
Q2 		$30K Hold
635
– – 0.01% 262
2015
Q1 		$36K Buy
+635
New +$33.2K 0.01% 235

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial's UHT Position: Q2 2026 in Review

Allworth Financial sold out of Universal Health Realty Income Trust (UHT) in Q2 2026, closing a stake of 306 shares — an estimated $12.4K sold.

Allworth Financial first reported a position in UHT in Q1 2015 and held it in 27 quarters. The position peaked at $42K in Q4 2016. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Allworth Financial reported no remaining Universal Health Realty Income Trust position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 306 Universal Health Realty Income Trust shares in Q2 2026, an estimated $12.4K.
  • Allworth Financial first reported a position in Universal Health Realty Income Trust in Q1 2015 and held it in 27 quarters.
  • Allworth Financial's Universal Health Realty Income Trust position peaked at $42K in Q4 2016.
  • 184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.