JIC
UHT

Joel Isaacson & Co’s Universal Health Realty Income Trust UHT Stock Holding History

Joel Isaacson & Co’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 		$207K Hold
5,125
– – 0.01% 426
2025
Q4 		$201K Hold
5,125
– – 0.01% 439
2025
Q3 		$201K Buy
+5,125
New +$206K 0.01% 430

Other funds holding UHT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Joel Isaacson & Co's UHT Position: Q1 2026 in Review

Joel Isaacson & Co held its Universal Health Realty Income Trust (UHT) position steady in Q1 2026 at 5,125 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #426.

Joel Isaacson & Co first reported a position in UHT in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Joel Isaacson & Co held 5,125 shares of Universal Health Realty Income Trust worth $207K as of Q1 2026.
  • Joel Isaacson & Co left its Universal Health Realty Income Trust share count unchanged in Q1 2026.
  • Universal Health Realty Income Trust made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #426 holding.
  • Joel Isaacson & Co first reported a position in Universal Health Realty Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.