CCM
UHT

Coldstream Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

Coldstream Capital Management’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
-465
Closed -$19K – 3227
2025
Q1 		$19K Buy
+465
New +$18.3K ﹤0.01% 2132
2020
Q1 		– Sell
-1,773
Closed -$208K – 368
2019
Q4 		$208K Buy
+1,773
New +$202K 0.02% 325

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

Coldstream Capital Management's UHT Position: Q2 2025 in Review

Coldstream Capital Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2025, closing a stake of 465 shares — an estimated $19K sold.

Coldstream Capital Management first reported a position in UHT in Q4 2019 and held it in 2 quarters. The position peaked at $208K in Q4 2019. 171 funds tracked by Wall St. Rank hold UHT as of Q2 2025.

  • Coldstream Capital Management reported no remaining Universal Health Realty Income Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 465 Universal Health Realty Income Trust shares in Q2 2025, an estimated $19K.
  • Coldstream Capital Management first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 2 quarters.
  • Coldstream Capital Management's Universal Health Realty Income Trust position peaked at $208K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.