L.J. Altfest & Co’s Universal Health Realty Income Trust UHT Stock Holding History

L.J. Altfest & 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	$909K	Hold	22,449	–	–	0.1%	150
2025 Q4	$880K	Hold	22,449	–	–	0.1%	151
2025 Q3	$879K	Hold	22,449	–	–	0.1%	140
2025 Q2	$897K	Hold	22,449	–	–	0.11%	131
2025 Q1	$920K	Hold	22,449	–	–	0.12%	127
2024 Q4	$835K	Hold	22,449	–	–	0.11%	133
2024 Q3	$1.03M	Hold	22,449	–	–	0.14%	129
2024 Q2	$879K	Hold	22,449	–	–	0.12%	127
2024 Q1	$824K	Hold	22,449	–	–	0.12%	130
2023 Q4	$971K	Hold	22,449	–	–	0.14%	119
2023 Q3	$908K	Hold	22,449	–	–	0.14%	123
2023 Q2	$1.07M	Hold	22,449	–	–	0.16%	101
2023 Q1	$1.08M	Hold	22,449	–	–	0.17%	89
2022 Q4	$1.07M	Sell	22,449 -636	-3%	-$30.7K	0.18%	90
2022 Q3	$998K	Hold	23,085	–	–	0.19%	85
2022 Q2	$1.23M	Sell	23,085 -401	-2%	-$21.2K	0.22%	72
2022 Q1	$1.37M	Hold	23,486	–	–	0.24%	64
2021 Q4	$1.4M	Hold	23,486	–	–	0.27%	72
2021 Q3	$1.3M	Hold	23,486	–	–	0.27%	63
2021 Q2	$1.45M	Hold	23,486	–	–	0.31%	58
2021 Q1	$1.59M	Hold	23,486	–	–	0.38%	51
2020 Q4	$1.51M	Hold	23,486	–	–	0.37%	47
2020 Q3	$1.34M	Hold	23,486	–	–	0.36%	50
2020 Q2	$1.87M	Hold	23,486	–	–	0.54%	33
2020 Q1	$2.37M	Hold	23,486	–	–	0.74%	23
2019 Q4	$2.76M	Buy	+23,486	New	+$2.67M	0.69%	28
2019 Q1	–	Sell	-23,486	Closed	-$1.44M	–	189
2018 Q4	$1.44M	Hold	23,486	–	–	0.4%	40
2018 Q3	$1.75M	Hold	23,486	–	–	0.51%	34
2018 Q2	$1.5M	Hold	23,486	–	–	0.56%	39
2018 Q1	$1.41M	Hold	23,486	–	–	0.61%	36
2017 Q4	$1.76M	Hold	23,486	–	–	0.67%	30
2017 Q3	$1.77M	Hold	23,486	–	–	0.86%	23
2017 Q2	$1.87M	Hold	23,486	–	–	1.13%	20
2017 Q1	$1.51M	Hold	23,486	–	–	0.6%	47
2016 Q4	$1.54M	Buy	+23,486	New	+$1.41M	0.77%	37
2014 Q4	–	Sell	-23,486	Closed	-$992K	–	127
2014 Q3	$992K	Hold	23,486	–	–	0.98%	47
2014 Q2	$1.01M	Hold	23,486	–	–	0.99%	48
2014 Q1	$1M	Sell	23,486 -2,365	-9%	-$99.2K	0.93%	46
2013 Q4	$1.04M	Buy	+25,851	New	+$1.09M	0.88%	46

Other funds holding UHT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

L.J. Altfest & Co's UHT Position: Q1 2026 in Review

L.J. Altfest & Co held its Universal Health Realty Income Trust (UHT) position steady in Q1 2026 at 22,449 shares worth $909K. The position accounts for 0.1% of the portfolio, ranked #150.

L.J. Altfest & Co first reported a position in UHT in Q4 2013 and has held it in 39 quarters since. The position peaked at $2.76M in Q4 2019. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

L.J. Altfest & Co held 22,449 shares of Universal Health Realty Income Trust worth $909K as of Q1 2026.
L.J. Altfest & Co left its Universal Health Realty Income Trust share count unchanged in Q1 2026.
Universal Health Realty Income Trust made up 0.1% of L.J. Altfest & Co's portfolio in Q1 2026, its #150 holding.
L.J. Altfest & Co first reported a position in Universal Health Realty Income Trust in Q4 2013 and has held it in 39 quarters since.
L.J. Altfest & Co's Universal Health Realty Income Trust position peaked at $2.76M in Q4 2019.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.