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 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 $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

IFP Advisors's UHT Position: Q1 2026 in Review

IFP Advisors increased its Universal Health Realty Income Trust (UHT) stake by 35% in Q1 2026, buying an estimated $1.2K and bringing the position to 111 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

IFP Advisors first reported a position in UHT in Q1 2016 and has held it in 12 quarters since. The position peaked at $248K in Q3 2018. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

IFP Advisors held 111 shares of Universal Health Realty Income Trust worth $4.49K as of Q1 2026.
IFP Advisors bought 29 Universal Health Realty Income Trust shares in Q1 2026, an estimated $1.2K.
Universal Health Realty Income Trust made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3589 holding.
IFP Advisors first reported a position in Universal Health Realty Income Trust in Q1 2016 and has held it in 12 quarters since.
IFP Advisors's Universal Health Realty Income Trust position peaked at $248K in Q3 2018.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.