CW
UHT

Code Waechter’s Universal Health Realty Income Trust UHT Stock Holding History

Code Waechter’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
2025
Q2 		– Sell
-9,288
Closed -$380K – 133
2025
Q1 		$380K Sell
9,288
-14,121
-60% -$554K 0.31% 71
2024
Q4 		$871K Buy
23,409
+11
+0% +$448 0.76% 34
2024
Q3 		$1.07M Buy
+23,398
New +$1.01M 1.02% 23

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Code Waechter's UHT Position: Q2 2025 in Review

Code Waechter sold out of Universal Health Realty Income Trust (UHT) in Q2 2025, closing a stake of 9,288 shares — an estimated $380K sold.

Code Waechter first reported a position in UHT in Q3 2024 and held it in 3 quarters. The position peaked at $1.07M in Q3 2024. 171 funds tracked by Wall St. Rank hold UHT as of Q2 2025.

  • Code Waechter reported no remaining Universal Health Realty Income Trust position as of Q2 2025 after selling out during the quarter.
  • Code Waechter sold 9,288 Universal Health Realty Income Trust shares in Q2 2025, an estimated $380K.
  • Code Waechter first reported a position in Universal Health Realty Income Trust in Q3 2024 and held it in 3 quarters.
  • Code Waechter's Universal Health Realty Income Trust position peaked at $1.07M in Q3 2024.
  • 171 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2025.

Based on Code Waechter's 13F filing for Q2 2025, filed 5 Aug 2025.