Bank of New York Mellon’s Universal Health Realty Income Trust UHT Stock Holding History

Bank of New York Mellon’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	$7.5M	Sell	171,057 -35,866	-17%	-$1.47M	﹤0.01%	2187
2026 Q1	$8.37M	Sell	206,923 -87,899	-30%	-$3.65M	﹤0.01%	2026
2025 Q4	$11.6M	Sell	294,822 -29,899	-9%	-$1.17M	﹤0.01%	1853
2025 Q3	$12.7M	Sell	324,721 -117,115	-27%	-$4.71M	﹤0.01%	1797
2025 Q2	$17.7M	Buy	441,836 +14,032	+3%	+$552K	﹤0.01%	1592
2025 Q1	$17.5M	Buy	427,804 +91,621	+27%	+$3.6M	﹤0.01%	1565
2024 Q4	$12.5M	Buy	336,183 +100,325	+43%	+$4.09M	﹤0.01%	1807
2024 Q3	$10.8M	Sell	235,858 -7,757	-3%	-$334K	﹤0.01%	1887
2024 Q2	$9.54M	Buy	243,615 +6,502	+3%	+$238K	﹤0.01%	1983
2024 Q1	$8.7M	Sell	237,113 -10,131	-4%	-$402K	﹤0.01%	2028
2023 Q4	$10.7M	Sell	247,244 -39,907	-14%	-$1.63M	﹤0.01%	1952
2023 Q3	$11.6M	Sell	287,151 -8,280	-3%	-$384K	﹤0.01%	1860
2023 Q2	$14.1M	Sell	295,431 -14,124	-5%	-$649K	﹤0.01%	1761
2023 Q1	$14.9M	Sell	309,555 -49,530	-14%	-$2.56M	﹤0.01%	1708
2022 Q4	$17.1M	Sell	359,085 -3,171	-0.9%	-$153K	﹤0.01%	1618
2022 Q3	$15.7M	Sell	362,256 -1,675	-0.5%	-$85.5K	﹤0.01%	1638
2022 Q2	$19.4M	Sell	363,931 -24,594	-6%	-$1.3M	﹤0.01%	1547
2022 Q1	$22.7M	Buy	388,525 +3,633	+0.9%	+$211K	﹤0.01%	1590
2021 Q4	$22.9M	Sell	384,892 -436	-0.1%	-$25.4K	﹤0.01%	1647
2021 Q3	$21.3M	Buy	385,328 +3,669	+1%	+$216K	﹤0.01%	1696
2021 Q2	$23.5M	Sell	381,659 -78,190	-17%	-$5.29M	﹤0.01%	1640
2021 Q1	$31.2M	Buy	459,849 +2,001	+0.4%	+$132K	0.01%	1440
2020 Q4	$29.4M	Buy	457,848 +10,493	+2%	+$637K	0.01%	1393
2020 Q3	$25.5M	Sell	447,355 -8,691	-2%	-$586K	0.01%	1314
2020 Q2	$36.3M	Sell	456,046 -5,048	-1%	-$475K	0.01%	1082
2020 Q1	$46.5M	Sell	461,094 -9,796	-2%	-$1.08M	0.02%	788
2019 Q4	$55.3M	Buy	470,890 +93,130	+25%	+$10.6M	0.01%	904
2019 Q3	$38.8M	Buy	377,760 +125,879	+50%	+$11.9M	0.01%	1102
2019 Q2	$21.4M	Buy	251,881 +36,417	+17%	+$2.99M	0.01%	1533
2019 Q1	$16.3M	Buy	215,464 +478	+0.2%	+$34K	﹤0.01%	1678
2018 Q4	$13.2M	Sell	214,986 -19,040	-8%	-$1.29M	﹤0.01%	1758
2018 Q3	$17.4M	Buy	234,026 +2,329	+1%	+$164K	﹤0.01%	1709
2018 Q2	$14.8M	Sell	231,697 -7,203	-3%	-$444K	﹤0.01%	1791
2018 Q1	$14.4M	Buy	238,900 +5,203	+2%	+$325K	﹤0.01%	1787
2017 Q4	$17.6M	Sell	233,697 -14,250	-6%	-$1.07M	﹤0.01%	1650
2017 Q3	$18.7M	Sell	247,947 -11,449	-4%	-$883K	0.01%	1600
2017 Q2	$20.6M	Sell	259,396 -32,305	-11%	-$2.33M	0.01%	1536
2017 Q1	$18.8M	Sell	291,701 -5,718	-2%	-$362K	0.01%	1584
2016 Q4	$19.5M	Sell	297,419 -76,010	-20%	-$4.57M	0.01%	1544
2016 Q3	$23.5M	Buy	373,429 +24,204	+7%	+$1.46M	0.01%	1350
2016 Q2	$20M	Buy	349,225 +47,770	+16%	+$2.64M	0.01%	1404
2016 Q1	$17M	Buy	301,455 +31,454	+12%	+$1.61M	0.01%	1527
2015 Q4	$13.5M	Buy	270,001 +4,914	+2%	+$246K	﹤0.01%	1660
2015 Q3	$12.4M	Buy	265,087 +53,052	+25%	+$2.52M	﹤0.01%	1727
2015 Q2	$9.85M	Buy	212,035 +16,566	+8%	+$825K	﹤0.01%	1971
2015 Q1	$11M	Buy	195,469 +5,904	+3%	+$309K	﹤0.01%	1897
2014 Q4	$9.12M	Buy	189,565 +30	+0%	+$1.41K	﹤0.01%	1970
2014 Q3	$7.9M	Sell	189,535 -577	-0.3%	-$25K	﹤0.01%	2037
2014 Q2	$8.27M	Buy	190,112 +1,887	+1%	+$80.9K	﹤0.01%	2037
2014 Q1	$7.95M	Buy	188,225 +3,269	+2%	+$137K	﹤0.01%	2047
2013 Q4	$7.41M	Buy	184,956 +6,579	+4%	+$278K	﹤0.01%	2054
2013 Q3	$7.47M	Buy	178,377 +6,397	+4%	+$272K	﹤0.01%	1987
2013 Q2	$7.42M	Buy	+171,980	New	+$8.82M	﹤0.01%	1953

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

WGAM

Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return

Bank of New York Mellon's UHT Position: Q2 2026 in Review

Bank of New York Mellon reduced its Universal Health Realty Income Trust (UHT) stake by 17% in Q2 2026, selling an estimated $1.47M and leaving 171,057 shares worth $7.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Bank of New York Mellon first reported a position in UHT in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.3M in Q4 2019. 83 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Bank of New York Mellon held 171,057 shares of Universal Health Realty Income Trust worth $7.5M as of Q2 2026.
Bank of New York Mellon sold 35,866 Universal Health Realty Income Trust shares in Q2 2026, an estimated $1.47M.
Universal Health Realty Income Trust made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2187 holding.
Bank of New York Mellon first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 53 quarters since.
Bank of New York Mellon's Universal Health Realty Income Trust position peaked at $55.3M in Q4 2019.
83 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.