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
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 $5.7T 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