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 Q2	$703K	Buy	16,029 +948	+6%	+$38.9K	0.18%	143
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 $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

Independent Wealth Network's UHT Position: Q2 2026 in Review

Independent Wealth Network increased its Universal Health Realty Income Trust (UHT) stake by 6.3% in Q2 2026, buying an estimated $38.9K and bringing the position to 16,029 shares worth $703K. 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 9 quarters since. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Independent Wealth Network held 16,029 shares of Universal Health Realty Income Trust worth $703K as of Q2 2026.
Independent Wealth Network bought 948 Universal Health Realty Income Trust shares in Q2 2026, an estimated $38.9K.
Universal Health Realty Income Trust made up 0.18% of Independent Wealth Network's portfolio in Q2 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 9 quarters since.
185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.