CA
UHT

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

Clearstead 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 		$527 Buy
+12
New +$493 ﹤0.01% 2906
2026
Q1 		– Sell
-6
Closed -$236 – 2822
2025
Q4 		$236 Sell
6
-37
-86% -$1.44K ﹤0.01% 2400
2025
Q3 		$1.69K Buy
+43
New +$1.73K ﹤0.01% 2501

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return

Clearstead Advisors's UHT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Universal Health Realty Income Trust (UHT) in Q2 2026: 12 shares worth $527. The stake represents ﹤0.01% of the portfolio and ranks #2906 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UHT as recently as Q4 2025.

Clearstead Advisors first reported a position in UHT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.69K in Q3 2025. 75 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Clearstead Advisors held 12 shares of Universal Health Realty Income Trust worth $527 as of Q2 2026.
  • Universal Health Realty Income Trust was a new Clearstead Advisors position in Q2 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2906 holding.
  • Clearstead Advisors first reported a position in Universal Health Realty Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Universal Health Realty Income Trust position peaked at $1.69K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.