Independent Wealth Network’s Universal Health Realty Income Trust UHT Stock Holding History

Independent Wealth Network’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	$610K	Buy	15,081 +5,681	+60%	+$236K	0.18%	143
2025 Q4	$369K	Buy	+9,400	New	+$366K	0.11%	186
2023 Q1	–	Sell	-4,786	Closed	-$228K	–	210
2022 Q4	$228K	Buy	4,786 +1	+0%	+$48	0.16%	158
2022 Q3	$207K	Sell	4,785 -210	-4%	-$10.7K	0.16%	154
2022 Q2	$266K	Sell	4,995 -62	-1%	-$3.28K	0.19%	135
2022 Q1	$295K	Sell	5,057 -308	-6%	-$17.9K	0.19%	142
2021 Q4	$319K	Sell	5,365 -418	-7%	-$24.3K	0.2%	132
2021 Q3	$340K	Buy	+5,783	New	+$341K	0.22%	124

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

Independent Wealth Network's UHT Position: Q1 2026 in Review

Independent Wealth Network increased its Universal Health Realty Income Trust (UHT) stake by 60% in Q1 2026, buying an estimated $236K and bringing the position to 15,081 shares worth $610K. The position accounts for 0.18% of the portfolio, ranked #143.

Independent Wealth Network first reported a position in UHT in Q3 2021 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

Independent Wealth Network held 15,081 shares of Universal Health Realty Income Trust worth $610K as of Q1 2026.
Independent Wealth Network bought 5,681 Universal Health Realty Income Trust shares in Q1 2026, an estimated $236K.
Universal Health Realty Income Trust made up 0.18% of Independent Wealth Network's portfolio in Q1 2026, its #143 holding.
Independent Wealth Network first reported a position in Universal Health Realty Income Trust in Q3 2021 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.