EverSource Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

EverSource Wealth Advisors’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	$12.3K	Buy	305 +28	+10%	+$1.16K	﹤0.01%	2799
2025 Q4	$10.9K	Sell	277 -57	-17%	-$2.22K	﹤0.01%	2756
2025 Q3	$13.1K	Buy	334 +159	+91%	+$6.4K	﹤0.01%	2667
2025 Q2	$6.99K	Buy	175 +139	+386%	+$5.47K	﹤0.01%	3007
2025 Q1	$1.48K	Sell	36 -5	-12%	-$196	﹤0.01%	3077
2024 Q4	$1.53K	Buy	41 +12	+41%	+$489	﹤0.01%	2821
2024 Q3	$1.33K	Hold	29	–	–	﹤0.01%	2655
2024 Q2	$1.24K	Buy	29 +14	+93%	+$512	﹤0.01%	2690
2024 Q1	$540	Buy	+15	New	+$595	﹤0.01%	2698
2023 Q4	–	Sell	-99	Closed	-$4K	–	2746
2023 Q3	$4K	Hold	99	–	–	﹤0.01%	1795
2023 Q2	$4.71K	Sell	99 -34	-26%	-$1.56K	﹤0.01%	1751
2023 Q1	$6.4K	Hold	133	–	–	﹤0.01%	1555
2022 Q4	$6.35K	Sell	133 -85	-39%	-$4.1K	﹤0.01%	1510
2022 Q3	$9K	Buy	+218	New	+$11.1K	﹤0.01%	1173
2022 Q2	–	Sell	-163	Closed	-$10K	–	1894
2022 Q1	$10K	Hold	163	–	–	﹤0.01%	986
2021 Q4	$10K	Buy	+163	New	+$9.48K	﹤0.01%	976

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

EverSource Wealth Advisors's UHT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Universal Health Realty Income Trust (UHT) stake by 10% in Q1 2026, buying an estimated $1.16K and bringing the position to 305 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

EverSource Wealth Advisors first reported a position in UHT in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.1K in Q3 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

EverSource Wealth Advisors held 305 shares of Universal Health Realty Income Trust worth $12.3K as of Q1 2026.
EverSource Wealth Advisors bought 28 Universal Health Realty Income Trust shares in Q1 2026, an estimated $1.16K.
Universal Health Realty Income Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2799 holding.
EverSource Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's Universal Health Realty Income Trust position peaked at $13.1K in Q3 2025.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.