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 Q3	$610K	Buy	16,313 +284	+2%	+$11.9K	0.15%	169
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Independent Wealth Network's UHT Position: Q3 2026 in Review

Independent Wealth Network increased its Universal Health Realty Income Trust (UHT) stake by 1.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 16,313 shares worth $610K. The position accounts for 0.15% of the portfolio, ranked #169.

Independent Wealth Network first reported a position in UHT in Q3 2021 and has held it in 10 quarters since. The position peaked at $703K in Q2 2026. 27 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

Independent Wealth Network held 16,313 shares of Universal Health Realty Income Trust worth $610K as of Q3 2026.
Independent Wealth Network bought 284 Universal Health Realty Income Trust shares in Q3 2026, an estimated $11.9K.
Universal Health Realty Income Trust made up 0.15% of Independent Wealth Network's portfolio in Q3 2026, its #169 holding.
Independent Wealth Network first reported a position in Universal Health Realty Income Trust in Q3 2021 and has held it in 10 quarters since.
Independent Wealth Network's Universal Health Realty Income Trust position peaked at $703K in Q2 2026.
27 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.