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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VIM

Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's UHT Position: Q1 2026 in Review

IEQ Capital reduced its Universal Health Realty Income Trust (UHT) stake by 2.3% in Q1 2026, selling an estimated $31.4K and leaving 32,501 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #927.

IEQ Capital first reported a position in UHT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q3 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

IEQ Capital held 32,501 shares of Universal Health Realty Income Trust worth $1.32M as of Q1 2026.
IEQ Capital sold 756 Universal Health Realty Income Trust shares in Q1 2026, an estimated $31.4K.
Universal Health Realty Income Trust made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #927 holding.
IEQ Capital first reported a position in Universal Health Realty Income Trust in Q1 2024 and has held it in 9 quarters since.
IEQ Capital's Universal Health Realty Income Trust position peaked at $1.33M in Q3 2025.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.