GWM
UHT

Gilpin Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Gilpin Wealth Management’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
Q3 		$75 Hold
2
– – ﹤0.01% 1344
2026
Q2 		$88 Hold
2
– – ﹤0.01% 1026
2026
Q1 		$81 Hold
2
– – ﹤0.01% 969
2025
Q4 		$79 Buy
+2
New +$78 ﹤0.01% 874

Other funds holding UHT

CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's UHT Position: Q3 2026 in Review

Gilpin Wealth Management held its Universal Health Realty Income Trust (UHT) position steady in Q3 2026 at 2 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Gilpin Wealth Management first reported a position in UHT in Q4 2025 and has held it in 4 quarters since. The position peaked at $88 in Q2 2026. 7 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

  • Gilpin Wealth Management held 2 shares of Universal Health Realty Income Trust worth $75 as of Q3 2026.
  • Gilpin Wealth Management left its Universal Health Realty Income Trust share count unchanged in Q3 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1344 holding.
  • Gilpin Wealth Management first reported a position in Universal Health Realty Income Trust in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Universal Health Realty Income Trust position peaked at $88 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.