Ameriprise’s Universal Health Realty Income Trust UHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$961K Sell
23,737
-1,378
-5% -$57.1K ﹤0.01% 3314
2025
Q4
$985K Sell
25,115
-133,647
-84% -$5.21M ﹤0.01% 3349
2025
Q3
$6.22M Buy
158,762
+10,654
+7% +$429K ﹤0.01% 2267
2025
Q2
$5.92M Sell
148,108
-35,813
-19% -$1.41M ﹤0.01% 2235
2025
Q1
$7.53M Buy
183,921
+29,085
+19% +$1.14M ﹤0.01% 1973
2024
Q4
$5.76M Buy
154,836
+526
+0.3% +$21.4K ﹤0.01% 2267
2024
Q3
$7.06M Buy
154,310
+1,390
+0.9% +$59.8K ﹤0.01% 2119
2024
Q2
$5.99M Buy
152,920
+19,959
+15% +$729K ﹤0.01% 2171
2024
Q1
$4.88M Buy
132,961
+752
+0.6% +$29.8K ﹤0.01% 2393
2023
Q4
$5.72M Buy
132,209
+87,790
+198% +$3.58M ﹤0.01% 2247
2023
Q3
$1.8M Sell
44,419
-4,431
-9% -$205K ﹤0.01% 2871
2023
Q2
$2.32M Sell
48,850
-2,794
-5% -$128K ﹤0.01% 2801
2023
Q1
$2.48M Sell
51,644
-1,941
-4% -$100K ﹤0.01% 2738
2022
Q4
$2.56M Sell
53,585
-1,628
-3% -$78.5K ﹤0.01% 2699
2022
Q3
$2.38M Sell
55,213
-1,643
-3% -$83.9K ﹤0.01% 2706
2022
Q2
$3.02M Buy
56,856
+420
+0.7% +$22.2K ﹤0.01% 2608
2022
Q1
$3.29M Sell
56,436
-1,249
-2% -$72.4K ﹤0.01% 2679
2021
Q4
$3.43M Buy
57,685
+601
+1% +$35K ﹤0.01% 2713
2021
Q3
$3.15M Sell
57,084
-2,474
-4% -$146K ﹤0.01% 2672
2021
Q2
$3.67M Sell
59,558
-1,570
-3% -$106K ﹤0.01% 2658
2021
Q1
$4.14M Buy
61,128
+1,201
+2% +$79K ﹤0.01% 2502
2020
Q4
$3.86M Sell
59,927
-1,242
-2% -$75.4K ﹤0.01% 2439
2020
Q3
$3.49M Sell
61,169
-6,479
-10% -$437K ﹤0.01% 2329
2020
Q2
$5.38M Sell
67,648
-3,264
-5% -$307K ﹤0.01% 2021
2020
Q1
$7.15M Buy
70,912
+690
+1% +$76.1K ﹤0.01% 1646
2019
Q4
$8.24M Sell
70,222
-1,240
-2% -$141K ﹤0.01% 1905
2019
Q3
$7.35M Sell
71,462
-1,545
-2% -$146K ﹤0.01% 1935
2019
Q2
$6.2M Sell
73,007
-1,675
-2% -$138K ﹤0.01% 2086
2019
Q1
$5.65M Sell
74,682
-2,355
-3% -$168K ﹤0.01% 2141
2018
Q4
$4.73M Buy
77,037
+2,660
+4% +$180K ﹤0.01% 2147
2018
Q3
$5.53M Sell
74,377
-5,750
-7% -$405K ﹤0.01% 2278
2018
Q2
$5.13M Buy
80,127
+1,550
+2% +$95.5K ﹤0.01% 2228
2018
Q1
$4.73M Buy
78,577
+6,461
+9% +$404K ﹤0.01% 2214
2017
Q4
$5.42M Sell
72,116
-277
-0.4% -$20.8K ﹤0.01% 2069
2017
Q3
$5.46M Buy
72,393
+5,100
+8% +$393K ﹤0.01% 2030
2017
Q2
$5.35M Buy
67,293
+308
+0.5% +$22.2K ﹤0.01% 2018
2017
Q1
$4.32M Buy
66,985
+2,402
+4% +$152K ﹤0.01% 2152
2016
Q4
$4.24M Buy
64,583
+1,510
+2% +$90.8K ﹤0.01% 2162
2016
Q3
$3.98M Buy
63,073
+2,670
+4% +$161K ﹤0.01% 2154
2016
Q2
$3.45M Buy
60,403
+1,919
+3% +$106K ﹤0.01% 2207
2016
Q1
$3.29M Buy
58,484
+36
+0.1% +$1.84K ﹤0.01% 2236
2015
Q4
$2.92M Sell
58,448
-704
-1% -$35.2K ﹤0.01% 2399
2015
Q3
$2.78M Sell
59,152
-6,543
-10% -$311K ﹤0.01% 2424
2015
Q2
$3.05M Buy
65,695
+1,165
+2% +$58K ﹤0.01% 2485
2015
Q1
$3.63M Buy
64,530
+5,888
+10% +$308K ﹤0.01% 2265
2014
Q4
$2.82M Buy
58,642
+213
+0.4% +$10K ﹤0.01% 2388
2014
Q3
$2.44M Buy
58,429
+1,966
+3% +$85.2K ﹤0.01% 2426
2014
Q2
$2.46M Buy
56,463
+3,322
+6% +$143K ﹤0.01% 2449
2014
Q1
$2.25M Buy
53,141
+1,376
+3% +$57.7K ﹤0.01% 2438
2013
Q4
$2.07M Buy
51,765
+1,633
+3% +$69K ﹤0.01% 2453
2013
Q3
$2.1M Sell
50,132
-27,022
-35% -$1.15M ﹤0.01% 2417
2013
Q2
$3.33M Buy
+77,154
New +$3.96M ﹤0.01% 2109

Other funds holding UHT

Ameriprise's UHT Position: Q1 2026 in Review

Ameriprise reduced its Universal Health Realty Income Trust (UHT) stake by 5.5% in Q1 2026, selling an estimated $57.1K and leaving 23,737 shares worth $961K. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Ameriprise first reported a position in UHT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.24M in Q4 2019. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Ameriprise held 23,737 shares of Universal Health Realty Income Trust worth $961K as of Q1 2026.
  • Ameriprise sold 1,378 Universal Health Realty Income Trust shares in Q1 2026, an estimated $57.1K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3314 holding.
  • Ameriprise first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Universal Health Realty Income Trust position peaked at $8.24M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.