Jones Financial Companies
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Jones Financial Companies’s Universal Health Realty Income Trust UHT Stock Holding History

Jones Financial Companies’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 		$42.9K Buy
1,000
+15
+2% +$616 ﹤0.01% 3198
2026
Q1 		$39.2K Sell
985
-7
-0.7% -$290 ﹤0.01% 3035
2025
Q4 		$38.9K Buy
992
+732
+282% +$28.5K ﹤0.01% 2649
2025
Q3 		$10.2K Buy
260
+71
+38% +$2.86K ﹤0.01% 3072
2025
Q2 		$7.54K Buy
189
+13
+7% +$511 ﹤0.01% 2975
2025
Q1 		$7.16K Buy
176
+163
+1,254% +$6.4K ﹤0.01% 2841
2024
Q4 		$484 Buy
+13
New +$530 ﹤0.01% 3233

Other funds holding UHT

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Vanguard Capital Management
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State Street
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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

Jones Financial Companies's UHT Position: Q2 2026 in Review

Jones Financial Companies increased its Universal Health Realty Income Trust (UHT) stake by 1.5% in Q2 2026, buying an estimated $616 and bringing the position to 1,000 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

Jones Financial Companies first reported a position in UHT in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Jones Financial Companies held 1,000 shares of Universal Health Realty Income Trust worth $42.9K as of Q2 2026.
  • Jones Financial Companies bought 15 Universal Health Realty Income Trust shares in Q2 2026, an estimated $616.
  • Universal Health Realty Income Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3198 holding.
  • Jones Financial Companies first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.