Barrett & Company’s Universal Health Realty Income Trust UHT Stock Holding History

Barrett & Company’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	$21.9K	Hold	500	–	–	0.01%	418
2026 Q1	$20.2K	Hold	500	–	–	0.01%	397
2025 Q4	$19.6K	Hold	500	–	–	0.01%	412
2025 Q3	$19.6K	Hold	500	–	–	0.01%	412
2025 Q2	$20K	Hold	500	–	–	0.01%	415
2025 Q1	$20.5K	Hold	500	–	–	0.01%	372
2024 Q4	$18.6K	Hold	500	–	–	0.01%	379
2024 Q3	$22.9K	Buy	+500	New	+$21.5K	0.01%	348

Other funds holding UHT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Barrett & Company's UHT Position: Q2 2026 in Review

Barrett & Company held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 500 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #418.

Barrett & Company first reported a position in UHT in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.9K in Q3 2024. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Barrett & Company held 500 shares of Universal Health Realty Income Trust worth $21.9K as of Q2 2026.
Barrett & Company left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
Universal Health Realty Income Trust made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #418 holding.
Barrett & Company first reported a position in Universal Health Realty Income Trust in Q3 2024 and has held it in 8 quarters since.
Barrett & Company's Universal Health Realty Income Trust position peaked at $22.9K in Q3 2024.
184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.