BC
UHT

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
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
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

Barrett & Company's UHT Position: Q1 2026 in Review

Barrett & Company held its Universal Health Realty Income Trust (UHT) position steady in Q1 2026 at 500 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #397.

Barrett & Company first reported a position in UHT in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.9K in Q3 2024. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Barrett & Company held 500 shares of Universal Health Realty Income Trust worth $20.2K as of Q1 2026.
  • Barrett & Company left its Universal Health Realty Income Trust share count unchanged in Q1 2026.
  • Universal Health Realty Income Trust made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #397 holding.
  • Barrett & Company first reported a position in Universal Health Realty Income Trust in Q3 2024 and has held it in 7 quarters since.
  • Barrett & Company's Universal Health Realty Income Trust position peaked at $22.9K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.