CT
UHT

Coastline Trust’s Universal Health Realty Income Trust UHT Stock Holding History

Coastline Trust’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
Q3 		$74.8K Hold
2,000
– – 0.01% 235
2026
Q2 		$87.7K Hold
2,000
– – 0.01% 250
2026
Q1 		$80.9K Hold
2,000
– – 0.01% 250
2025
Q4 		$78.4K Hold
2,000
– – 0.01% 254
2025
Q3 		$78.3K Hold
2,000
– – 0.01% 249
2025
Q2 		$79.9K Hold
2,000
– – 0.01% 244
2025
Q1 		$81.9K Hold
2,000
– – 0.01% 241
2024
Q4 		$74.4K Hold
2,000
– – 0.01% 256
2024
Q3 		$91.5K Buy
+2,000
New +$86K 0.01% 254
2020
Q2 		– Sell
-2,000
Closed -$202K – 312
2020
Q1 		$202K Hold
2,000
– – 0.04% 294
2019
Q4 		$235K Hold
2,000
– – 0.03% 307
2019
Q3 		$206K Buy
+2,000
New +$188K 0.03% 316

Other funds holding UHT

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Coastline Trust's UHT Position: Q3 2026 in Review

Coastline Trust held its Universal Health Realty Income Trust (UHT) position steady in Q3 2026 at 2,000 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #235.

Coastline Trust first reported a position in UHT in Q3 2019 and has held it in 12 quarters since. The position peaked at $235K in Q4 2019. 8 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

  • Coastline Trust held 2,000 shares of Universal Health Realty Income Trust worth $74.8K as of Q3 2026.
  • Coastline Trust left its Universal Health Realty Income Trust share count unchanged in Q3 2026.
  • Universal Health Realty Income Trust made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #235 holding.
  • Coastline Trust first reported a position in Universal Health Realty Income Trust in Q3 2019 and has held it in 12 quarters since.
  • Coastline Trust's Universal Health Realty Income Trust position peaked at $235K in Q4 2019.
  • 8 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.