IEQ Capital’s Universal Health Realty Income Trust UHT Stock Holding History

IEQ Capital’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	$1.38M	Sell	31,448 -1,053	-3%	-$43.3K	0.01%	972
2026 Q1	$1.32M	Sell	32,501 -756	-2%	-$31.4K	0.01%	927
2025 Q4	$1.3M	Sell	33,257 -812	-2%	-$31.7K	﹤0.01%	935
2025 Q3	$1.33M	Buy	34,069 +9,990	+41%	+$402K	﹤0.01%	907
2025 Q2	$962K	Buy	24,079 +2,810	+13%	+$111K	0.01%	869
2025 Q1	$871K	Buy	21,269 +8,051	+61%	+$316K	0.01%	793
2024 Q4	$492K	Buy	13,218 +1,009	+8%	+$41.1K	﹤0.01%	856
2024 Q3	$559K	Buy	12,209 +737	+6%	+$31.7K	0.01%	722
2024 Q2	$449K	Buy	11,472 +1,146	+11%	+$41.9K	0.01%	695
2024 Q1	$379K	Buy	+10,326	New	+$410K	0.01%	713

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IEQ Capital's UHT Position: Q2 2026 in Review

IEQ Capital reduced its Universal Health Realty Income Trust (UHT) stake by 3.2% in Q2 2026, selling an estimated $43.3K and leaving 31,448 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #972.

IEQ Capital first reported a position in UHT in Q1 2024 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

IEQ Capital held 31,448 shares of Universal Health Realty Income Trust worth $1.38M as of Q2 2026.
IEQ Capital sold 1,053 Universal Health Realty Income Trust shares in Q2 2026, an estimated $43.3K.
Universal Health Realty Income Trust made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #972 holding.
IEQ Capital first reported a position in Universal Health Realty Income Trust in Q1 2024 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.