CAG
UHT

Crestwood Advisors Group’s Universal Health Realty Income Trust UHT Stock Holding History

Crestwood Advisors 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 		$446K Buy
10,176
+48
+0.5% +$1.97K 0.01% 534
2026
Q1 		$410K Sell
10,128
-122
-1% -$5.06K 0.01% 478
2025
Q4 		$402K Sell
10,250
-562
-5% -$21.9K 0.01% 437
2025
Q3 		$424K Sell
10,812
-464
-4% -$18.7K 0.01% 392
2025
Q2 		$451K Buy
11,276
+34
+0.3% +$1.34K 0.01% 365
2025
Q1 		$460K Buy
11,242
+1,576
+16% +$61.9K 0.01% 354
2024
Q4 		$360K Buy
9,666
+16
+0.2% +$652 0.01% 353
2024
Q3 		$441K Hold
9,650
– – 0.01% 307
2024
Q2 		$378K Hold
9,650
– – 0.01% 317
2024
Q1 		$354K Buy
9,650
+3,332
+53% +$132K 0.01% 326
2023
Q4 		$273K Sell
6,318
-342
-5% -$13.9K 0.01% 342
2023
Q3 		$269K Buy
+6,660
New +$309K 0.01% 307

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Crestwood Advisors Group's UHT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Universal Health Realty Income Trust (UHT) stake by 0.47% in Q2 2026, buying an estimated $1.97K and bringing the position to 10,176 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #534.

Crestwood Advisors Group first reported a position in UHT in Q3 2023 and has held it in 12 quarters since. The position peaked at $460K in Q1 2025. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Crestwood Advisors Group held 10,176 shares of Universal Health Realty Income Trust worth $446K as of Q2 2026.
  • Crestwood Advisors Group bought 48 Universal Health Realty Income Trust shares in Q2 2026, an estimated $1.97K.
  • Universal Health Realty Income Trust made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #534 holding.
  • Crestwood Advisors Group first reported a position in Universal Health Realty Income Trust in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Universal Health Realty Income Trust position peaked at $460K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.