CAPTRUST Financial Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

CAPTRUST Financial Advisors’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	-5,571	Closed	-$218K	–	3125
2025 Q4	$218K	Sell	5,571 -151	-3%	-$5.89K	﹤0.01%	2468
2025 Q3	$224K	Buy	+5,722	New	+$230K	﹤0.01%	2350
2024 Q1	–	Sell	-5,187	Closed	-$224K	–	2650
2023 Q4	$224K	Sell	5,187 -1,799	-26%	-$73.3K	﹤0.01%	2310
2023 Q3	$282K	Sell	6,986 -522	-7%	-$24.2K	﹤0.01%	2031
2023 Q2	$357K	Sell	7,508 -415	-5%	-$19.1K	﹤0.01%	1849
2023 Q1	$381K	Buy	7,923 +40	+0.5%	+$2.06K	﹤0.01%	1564
2022 Q4	$376K	Buy	7,883 +69	+0.9%	+$3.33K	﹤0.01%	1495
2022 Q3	$338K	Buy	+7,814	New	+$399K	﹤0.01%	1469

Other funds holding UHT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAPTRUST Financial Advisors's UHT Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2026, closing a stake of 5,571 shares — an estimated $218K sold.

CAPTRUST Financial Advisors first reported a position in UHT in Q3 2022 and held it in 8 quarters. The position peaked at $381K in Q1 2023. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

CAPTRUST Financial Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 5,571 Universal Health Realty Income Trust shares in Q1 2026, an estimated $218K.
CAPTRUST Financial Advisors first reported a position in Universal Health Realty Income Trust in Q3 2022 and held it in 8 quarters.
CAPTRUST Financial Advisors's Universal Health Realty Income Trust position peaked at $381K in Q1 2023.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.