Institute for Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Institute for Wealth Management’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	$21.5K	Buy	+489	New	+$20.1K	﹤0.01%	1110

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Institute for Wealth Management's UHT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Universal Health Realty Income Trust (UHT) in Q2 2026: 489 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1110 among its holdings.

83 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Institute for Wealth Management held 489 shares of Universal Health Realty Income Trust worth $21.5K as of Q2 2026.
Universal Health Realty Income Trust was a new Institute for Wealth Management position in Q2 2026.
Universal Health Realty Income Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1110 holding.
83 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.