Harbor Investment Advisory’s Universal Health Realty Income Trust UHT Stock Holding History

Harbor Investment Advisory’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	$4.39K	Hold	100	–	–	﹤0.01%	1140
2026 Q1	$4.05K	Sell	100 -66	-40%	-$2.74K	﹤0.01%	1048
2025 Q4	$6.51K	Hold	166	–	–	﹤0.01%	1013
2025 Q3	$6.5K	Hold	166	–	–	﹤0.01%	974
2025 Q2	$6.63K	Buy	166 +66	+66%	+$2.6K	﹤0.01%	959
2025 Q1	$4.1K	Buy	+100	New	+$3.92K	﹤0.01%	1002

Other funds holding UHT

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $416M AUM

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Harbor Investment Advisory's UHT Position: Q2 2026 in Review

Harbor Investment Advisory held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 100 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Harbor Investment Advisory first reported a position in UHT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.63K in Q2 2025. 38 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Harbor Investment Advisory held 100 shares of Universal Health Realty Income Trust worth $4.39K as of Q2 2026.
Harbor Investment Advisory left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
Universal Health Realty Income Trust made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1140 holding.
Harbor Investment Advisory first reported a position in Universal Health Realty Income Trust in Q1 2025 and has held it in 6 quarters since.
Harbor Investment Advisory's Universal Health Realty Income Trust position peaked at $6.63K in Q2 2025.
38 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.