JWM
UHT

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

JPL 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
Q1 		$4.05K Buy
+100
New +$4.15K ﹤0.01% 744
2025
Q4 		– Sell
-100
Closed -$3.92K – 1065
2025
Q3 		$3.92K Buy
+100
New +$4.02K ﹤0.01% 712

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

JPL Wealth Management's UHT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Universal Health Realty Income Trust (UHT) in Q1 2026: 100 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in UHT as recently as Q3 2025.

JPL Wealth Management first reported a position in UHT in Q3 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • JPL Wealth Management held 100 shares of Universal Health Realty Income Trust worth $4.05K as of Q1 2026.
  • Universal Health Realty Income Trust was a new JPL Wealth Management position in Q1 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #744 holding.
  • JPL Wealth Management first reported a position in Universal Health Realty Income Trust in Q3 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.