IFP Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

IFP Advisors’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	$4.34K	Sell	99 -12	-11%	-$493	﹤0.01%	3872
2026 Q1	$4.49K	Buy	111 +29	+35%	+$1.2K	﹤0.01%	3589
2025 Q4	$3.21K	Sell	82 -72	-47%	-$2.81K	﹤0.01%	3642
2025 Q3	$6.03K	Buy	154 +52	+51%	+$2.09K	﹤0.01%	3144
2025 Q2	$4.08K	Buy	+102	New	+$4.01K	﹤0.01%	3520
2019 Q1	$84K	Sell	1,088 -815	-43%	-$58K	0.01%	751
2018 Q4	$117K	Sell	1,903 -1,436	-43%	-$97.3K	0.01%	1113
2018 Q3	$248K	Buy	3,339 +1,313	+65%	+$92.4K	0.01%	969
2018 Q2	$130K	Buy	2,026 +1,976	+3,952%	+$122K	0.01%	1331
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	3296
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	3345
2017 Q3	$4K	Buy	+50	New	+$3.85K	﹤0.01%	3544
2016 Q2	–	Sell	-1,088	Closed	-$84K	–	4077
2016 Q1	$84K	Buy	+1,088	New	+$55.8K	0.01%	751

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

IFP Advisors's UHT Position: Q2 2026 in Review

IFP Advisors reduced its Universal Health Realty Income Trust (UHT) stake by 11% in Q2 2026, selling an estimated $493 and leaving 99 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3872.

IFP Advisors first reported a position in UHT in Q1 2016 and has held it in 13 quarters since. The position peaked at $248K in Q3 2018. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

IFP Advisors held 99 shares of Universal Health Realty Income Trust worth $4.34K as of Q2 2026.
IFP Advisors sold 12 Universal Health Realty Income Trust shares in Q2 2026, an estimated $493.
Universal Health Realty Income Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3872 holding.
IFP Advisors first reported a position in Universal Health Realty Income Trust in Q1 2016 and has held it in 13 quarters since.
IFP Advisors's Universal Health Realty Income Trust position peaked at $248K in Q3 2018.
184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.