Creative Financial Designs’s Universal Health Realty Income Trust UHT Stock Holding History

Creative Financial Designs’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 Q1	$2.85K	Buy	70 +1	+1%	+$41	﹤0.01%	1717
2025 Q4	$2.71K	Sell	69 -375	-84%	-$14.6K	﹤0.01%	1645
2025 Q3	$17.4K	Buy	444 +9	+2%	+$362	﹤0.01%	1189
2025 Q2	$17.4K	Buy	435 +9	+2%	+$354	﹤0.01%	1178
2025 Q1	$17.5K	Buy	426 +7	+2%	+$275	﹤0.01%	1120
2024 Q4	$15.6K	Buy	419 +96	+30%	+$3.91K	﹤0.01%	1108
2024 Q3	$14.8K	Buy	323 +31	+11%	+$1.33K	﹤0.01%	1092
2024 Q2	$11.4K	Buy	+292	New	+$10.7K	﹤0.01%	1118

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's UHT Position: Q1 2026 in Review

Creative Financial Designs increased its Universal Health Realty Income Trust (UHT) stake by 1.4% in Q1 2026, buying an estimated $41 and bringing the position to 70 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Creative Financial Designs first reported a position in UHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.5K in Q1 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

Creative Financial Designs held 70 shares of Universal Health Realty Income Trust worth $2.85K as of Q1 2026.
Creative Financial Designs bought 1 Universal Health Realty Income Trust share in Q1 2026, an estimated $41.
Universal Health Realty Income Trust made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1717 holding.
Creative Financial Designs first reported a position in Universal Health Realty Income Trust in Q2 2024 and has held it in 8 quarters since.
Creative Financial Designs's Universal Health Realty Income Trust position peaked at $17.5K in Q1 2025.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.