Corient Private Wealth
UHT

Corient Private Wealth’s Universal Health Realty Income Trust UHT Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-6,154
Closed -$241K – 2843
2025
Q3 		$241K Buy
+6,154
New +$248K ﹤0.01% 2255
2025
Q2 		– Sell
-6,068
Closed -$249K – 2538
2025
Q1 		$249K Sell
6,068
-600
-9% -$23.6K ﹤0.01% 1949
2024
Q4 		$248K Buy
6,668
+151
+2% +$6.15K ﹤0.01% 1999
2024
Q3 		$298K Buy
+6,517
New +$280K ﹤0.01% 2014

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Corient Private Wealth's UHT Position: Q4 2025 in Review

Corient Private Wealth sold out of Universal Health Realty Income Trust (UHT) in Q4 2025, closing a stake of 6,154 shares — an estimated $241K sold.

Corient Private Wealth first reported a position in UHT in Q3 2024 and held it in 4 quarters. The position peaked at $298K in Q3 2024. 183 funds tracked by Wall St. Rank hold UHT as of Q4 2025.

  • Corient Private Wealth reported no remaining Universal Health Realty Income Trust position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 6,154 Universal Health Realty Income Trust shares in Q4 2025, an estimated $241K.
  • Corient Private Wealth first reported a position in Universal Health Realty Income Trust in Q3 2024 and held it in 4 quarters.
  • Corient Private Wealth's Universal Health Realty Income Trust position peaked at $298K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.