LFG
UHT

Larson Financial Group’s Universal Health Realty Income Trust UHT Stock Holding History

Larson Financial Group’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 		$22.3K Hold
550
– – ﹤0.01% 1781
2025
Q4 		$21.6K Sell
550
-15
-3% -$585 ﹤0.01% 1677
2025
Q3 		$22.1K Sell
565
-6
-1% -$241 ﹤0.01% 1585
2025
Q2 		$22.8K Buy
571
+282
+98% +$11.1K ﹤0.01% 1426
2025
Q1 		$11.8K Buy
289
+39
+16% +$1.53K ﹤0.01% 1571
2024
Q4 		$9.3K Hold
250
– – ﹤0.01% 1514
2024
Q3 		$11.4K Hold
250
– – ﹤0.01% 1427
2024
Q2 		$9.79K Buy
+250
New +$9.14K ﹤0.01% 1269

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

Larson Financial Group's UHT Position: Q1 2026 in Review

Larson Financial Group held its Universal Health Realty Income Trust (UHT) position steady in Q1 2026 at 550 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Larson Financial Group first reported a position in UHT in Q2 2024 and has held it in 8 quarters since. The position peaked at $22.8K in Q2 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Larson Financial Group held 550 shares of Universal Health Realty Income Trust worth $22.3K as of Q1 2026.
  • Larson Financial Group left its Universal Health Realty Income Trust share count unchanged in Q1 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1781 holding.
  • Larson Financial Group first reported a position in Universal Health Realty Income Trust in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Universal Health Realty Income Trust position peaked at $22.8K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.