BP
UHT

Ballentine Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Ballentine Partners’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
Q1 		– Sell
-5,917
Closed -$232K – 1085
2025
Q4 		$232K Buy
+5,917
New +$231K ﹤0.01% 854

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ballentine Partners's UHT Position: Q1 2026 in Review

Ballentine Partners sold out of Universal Health Realty Income Trust (UHT) in Q1 2026, closing a stake of 5,917 shares — an estimated $232K sold.

Ballentine Partners first reported a position in UHT in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Ballentine Partners reported no remaining Universal Health Realty Income Trust position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 5,917 Universal Health Realty Income Trust shares in Q1 2026, an estimated $232K.
  • Ballentine Partners first reported a position in Universal Health Realty Income Trust in Q4 2025 and held it in 1 quarter.
  • Ballentine Partners's Universal Health Realty Income Trust position peaked at $232K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.