Carson Wealth (CWM LLC)
UHT

Carson Wealth (CWM LLC)’s Universal Health Realty Income Trust UHT Stock Holding History

Carson Wealth (CWM LLC)’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 		$355K Buy
8,777
+585
+7% +$24.3K ﹤0.01% 2274
2025
Q4 		$321K Sell
8,192
-612
-7% -$23.9K ﹤0.01% 2215
2025
Q3 		$345K Buy
8,804
+5,479
+165% +$220K ﹤0.01% 2011
2025
Q2 		$133K Buy
3,325
+1,155
+53% +$45.4K ﹤0.01% 2483
2025
Q1 		$89K Buy
2,170
+628
+41% +$24.7K ﹤0.01% 2517
2024
Q4 		$57K Buy
1,542
+105
+7% +$4.28K ﹤0.01% 2708
2024
Q3 		$66K Sell
1,437
-1,969
-58% -$84.7K ﹤0.01% 2484
2024
Q2 		$133K Sell
3,406
-228
-6% -$8.33K ﹤0.01% 1807
2024
Q1 		$133K Buy
3,634
+373
+11% +$14.8K ﹤0.01% 1719
2023
Q4 		$141K Sell
3,261
-58
-2% -$2.36K ﹤0.01% 1581
2023
Q3 		$134K Buy
3,319
+9
+0.3% +$417 ﹤0.01% 1479
2023
Q2 		$157K Sell
3,310
-1,284
-28% -$59K ﹤0.01% 1348
2023
Q1 		$221K Buy
4,594
+18
+0.4% +$929 ﹤0.01% 1160
2022
Q4 		$218K Buy
4,576
+1,341
+41% +$64.6K ﹤0.01% 1072
2022
Q3 		$140K Hold
3,235
– – ﹤0.01% 1190
2022
Q2 		$172K Sell
3,235
-76
-2% -$4.02K ﹤0.01% 1100
2022
Q1 		$193K Hold
3,311
– – ﹤0.01% 1051
2021
Q4 		$197K Buy
+3,311
New +$193K ﹤0.01% 1032
2021
Q2 		$199K Hold
3,235
– – ﹤0.01% 910
2021
Q1 		$199K Hold
3,235
– – ﹤0.01% 910
2020
Q4 		$199K Hold
3,235
– – ﹤0.01% 910
2020
Q3 		$199K Hold
3,235
– – ﹤0.01% 910
2020
Q2 		$199K Hold
3,235
– – ﹤0.01% 910
2020
Q1 		$199K Hold
3,235
– – ﹤0.01% 910
2019
Q4 		$199K Hold
3,235
– – ﹤0.01% 910
2019
Q3 		$199K Hold
3,235
– – ﹤0.01% 909
2019
Q2 		$199K Hold
3,235
– – ﹤0.01% 909
2019
Q1 		$199K Buy
+3,235
New +$230K ﹤0.01% 909

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UHT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Universal Health Realty Income Trust (UHT) stake by 7.1% in Q1 2026, buying an estimated $24.3K and bringing the position to 8,777 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Carson Wealth (CWM LLC) first reported a position in UHT in Q1 2019 and has held it in 28 quarters since. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,777 shares of Universal Health Realty Income Trust worth $355K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 585 Universal Health Realty Income Trust shares in Q1 2026, an estimated $24.3K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2274 holding.
  • Carson Wealth (CWM LLC) first reported a position in Universal Health Realty Income Trust in Q1 2019 and has held it in 28 quarters since.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.