Farther Finance Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Farther Finance 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 Q2	$104K	Buy	2,367 +1,118	+90%	+$45.9K	﹤0.01%	2677
2026 Q1	$50.7K	Buy	1,249 +3	+0.2%	+$124	﹤0.01%	2985
2025 Q4	$48.9K	Buy	1,246 +524	+73%	+$20.4K	﹤0.01%	2829
2025 Q3	$28.3K	Buy	722 +124	+21%	+$4.99K	﹤0.01%	2804
2025 Q2	$23.9K	Sell	598 -111	-16%	-$4.37K	﹤0.01%	2566
2025 Q1	$29.2K	Hold	709	–	–	﹤0.01%	2172
2024 Q4	$26.4K	Hold	709	–	–	﹤0.01%	1961
2024 Q3	$32.4K	Buy	709 +699	+6,990%	+$30.1K	﹤0.01%	1859
2024 Q2	$381	Buy	10 +6	+150%	+$219	﹤0.01%	3336
2024 Q1	$142	Buy	4 +3	+300%	+$119	﹤0.01%	3327
2023 Q4	$43	Buy	+1	New	+$41	﹤0.01%	3402

Other funds holding UHT

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

HIW

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Farther Finance Advisors's UHT Position: Q2 2026 in Review

Farther Finance Advisors increased its Universal Health Realty Income Trust (UHT) stake by 90% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,367 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2677.

Farther Finance Advisors first reported a position in UHT in Q4 2023 and has held it in 11 quarters since. 11 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Farther Finance Advisors held 2,367 shares of Universal Health Realty Income Trust worth $104K as of Q2 2026.
Farther Finance Advisors bought 1,118 Universal Health Realty Income Trust shares in Q2 2026, an estimated $45.9K.
Universal Health Realty Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2677 holding.
Farther Finance Advisors first reported a position in Universal Health Realty Income Trust in Q4 2023 and has held it in 11 quarters since.
11 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.