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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
Q2 		$225K Hold
5,125
– – 0.01% 439
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Joel Isaacson & Co's UHT Position: Q2 2026 in Review

Joel Isaacson & Co held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 5,125 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #439.

Joel Isaacson & Co first reported a position in UHT in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Joel Isaacson & Co held 5,125 shares of Universal Health Realty Income Trust worth $225K as of Q2 2026.
  • Joel Isaacson & Co left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
  • Universal Health Realty Income Trust made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #439 holding.
  • Joel Isaacson & Co first reported a position in Universal Health Realty Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.