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 Q2	$246K	Buy	+5,600	New	+$230K	﹤0.01%	2739
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 $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

CAPTRUST Financial Advisors's UHT Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Universal Health Realty Income Trust (UHT) in Q2 2026: 5,600 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #2739 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UHT as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in UHT in Q3 2022 and has held it in 9 quarters since. The position peaked at $381K in Q1 2023. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

CAPTRUST Financial Advisors held 5,600 shares of Universal Health Realty Income Trust worth $246K as of Q2 2026.
Universal Health Realty Income Trust was a new CAPTRUST Financial Advisors position in Q2 2026.
Universal Health Realty Income Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2739 holding.
CAPTRUST Financial Advisors first reported a position in Universal Health Realty Income Trust in Q3 2022 and has held it in 9 quarters since.
CAPTRUST Financial Advisors's Universal Health Realty Income Trust position peaked at $381K in Q1 2023.
185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.