HIW
UHT

Holos Integrated Wealth’s Universal Health Realty Income Trust UHT Stock Holding History

Holos Integrated Wealth’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 		$1.46K Hold
33
– – ﹤0.01% 343
2026
Q1 		$1.38K Hold
33
– – ﹤0.01% 356
2025
Q4 		$1.3K Hold
33
– – ﹤0.01% 278
2025
Q3 		$1.19K Hold
33
– – ﹤0.01% 276
2025
Q2 		$1.28K Hold
33
– – ﹤0.01% 276
2025
Q1 		$1.35K Hold
33
– – ﹤0.01% 281
2024
Q4 		$1.23K Buy
+33
New +$1.34K ﹤0.01% 286

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
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
AP
Anchyra Partners Atlanta, Georgia $416M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holos Integrated Wealth's UHT Position: Q2 2026 in Review

Holos Integrated Wealth held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 33 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Holos Integrated Wealth first reported a position in UHT in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Holos Integrated Wealth held 33 shares of Universal Health Realty Income Trust worth $1.46K as of Q2 2026.
  • Holos Integrated Wealth left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #343 holding.
  • Holos Integrated Wealth first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.