CPG
UHT

Cornerstone Planning Group’s Universal Health Realty Income Trust UHT Stock Holding History

Cornerstone Planning Group’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 		$1.3K Hold
30
– – ﹤0.01% 1433
2026
Q1 		$1.21K Hold
30
– – ﹤0.01% 1409
2025
Q4 		$1.15K Buy
30
+15
+100% +$585 ﹤0.01% 1318
2025
Q3 		$1.1K Sell
15
-39
-72% -$1.57K ﹤0.01% 1283
2025
Q2 		$2.13K Buy
54
+24
+80% +$944 ﹤0.01% 929
2025
Q1 		$1.16K Hold
30
– – ﹤0.01% 1100
2024
Q4 		$1.18K Buy
+30
New +$1.22K ﹤0.01% 925

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
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Cornerstone Planning Group's UHT Position: Q2 2026 in Review

Cornerstone Planning Group held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 30 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Cornerstone Planning Group first reported a position in UHT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13K in Q2 2025. 83 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of Universal Health Realty Income Trust worth $1.3K as of Q2 2026.
  • Cornerstone Planning Group left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1433 holding.
  • Cornerstone Planning Group first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Universal Health Realty Income Trust position peaked at $2.13K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.