Creative Planning
UHT

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

Creative Planning’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 		$397K Sell
9,810
-1,744
-15% -$72.3K ﹤0.01% 3202
2025
Q4 		$453K Buy
11,554
+524
+5% +$20.4K ﹤0.01% 2929
2025
Q3 		$432K Buy
11,030
+153
+1% +$6.16K ﹤0.01% 2845
2025
Q2 		$435K Buy
10,877
+1,896
+21% +$74.6K ﹤0.01% 2589
2025
Q1 		$368K Buy
8,981
+375
+4% +$14.7K ﹤0.01% 2573
2024
Q4 		$320K Sell
8,606
-2,055
-19% -$83.7K ﹤0.01% 2604
2024
Q3 		$488K Buy
10,661
+1,205
+13% +$51.8K ﹤0.01% 2130
2024
Q2 		$370K Buy
+9,456
New +$346K ﹤0.01% 2188
2020
Q2 		– Sell
-2,256
Closed -$227K – 2136
2020
Q1 		$227K Hold
2,256
– – ﹤0.01% 1326
2019
Q4 		$265K Hold
2,256
– – ﹤0.01% 1476
2019
Q3 		$232K Sell
2,256
-2,400
-52% -$226K ﹤0.01% 1510
2019
Q2 		$395K Buy
4,656
+334
+8% +$27.4K ﹤0.01% 1205
2019
Q1 		$327K Sell
4,322
-232
-5% -$16.5K ﹤0.01% 1285
2018
Q4 		$279K Hold
4,554
– – ﹤0.01% 1276
2018
Q3 		$339K Hold
4,554
– – ﹤0.01% 1318
2018
Q2 		$291K Sell
4,554
-140
-3% -$8.63K ﹤0.01% 1393
2018
Q1 		$282K Sell
4,694
-600
-11% -$37.5K ﹤0.01% 1379
2017
Q4 		$398K Hold
5,294
– – ﹤0.01% 1202
2017
Q3 		$400K Sell
5,294
-156
-3% -$12K ﹤0.01% 1151
2017
Q2 		$433K Buy
5,450
+950
+21% +$68.5K ﹤0.01% 1090
2017
Q1 		$290K Sell
4,500
-100
-2% -$6.33K ﹤0.01% 1285
2016
Q4 		$302K Hold
4,600
– – ﹤0.01% 1181
2016
Q3 		$290K Sell
4,600
-1,398
-23% -$84.4K ﹤0.01% 1200
2016
Q2 		$343K Buy
5,998
+3,682
+159% +$203K ﹤0.01% 963
2016
Q1 		$130K Buy
2,316
+3
+0.1% +$154 ﹤0.01% 1474
2015
Q4 		$116K Sell
2,313
-198
-8% -$9.89K ﹤0.01% 1546
2015
Q3 		$118K Buy
+2,511
New +$119K ﹤0.01% 1503
2015
Q2 		– Sell
-2,505
Closed -$141K – 2913
2015
Q1 		$141K Sell
2,505
-231
-8% -$12.1K ﹤0.01% 1382
2014
Q4 		$132K Buy
2,736
+636
+30% +$30K ﹤0.01% 1393
2014
Q3 		$88K Sell
2,100
-48
-2% -$2.08K ﹤0.01% 1563
2014
Q2 		$93K Buy
2,148
+48
+2% +$2.06K ﹤0.01% 1482
2014
Q1 		$89K Hold
2,100
– – ﹤0.01% 1477
2013
Q4 		$84K Buy
2,100
+1,100
+110% +$46.5K ﹤0.01% 1302
2013
Q3 		$42K Buy
1,000
+400
+67% +$17K ﹤0.01% 1623
2013
Q2 		$26K Buy
+600
New +$30.8K ﹤0.01% 1772

Other funds holding UHT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Renaissance Technologies
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's UHT Position: Q1 2026 in Review

Creative Planning reduced its Universal Health Realty Income Trust (UHT) stake by 15% in Q1 2026, selling an estimated $72.3K and leaving 9,810 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Creative Planning first reported a position in UHT in Q2 2013 and has held it in 35 quarters since. The position peaked at $488K in Q3 2024. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Creative Planning held 9,810 shares of Universal Health Realty Income Trust worth $397K as of Q1 2026.
  • Creative Planning sold 1,744 Universal Health Realty Income Trust shares in Q1 2026, an estimated $72.3K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3202 holding.
  • Creative Planning first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 35 quarters since.
  • Creative Planning's Universal Health Realty Income Trust position peaked at $488K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.