LSV Asset Management
UHT

LSV Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

LSV Asset 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
Q2 		$465K Buy
10,600
+3,600
+51% +$148K ﹤0.01% 744
2026
Q1 		$283K Hold
7,000
– – ﹤0.01% 759
2025
Q4 		$274K Buy
+7,000
New +$273K ﹤0.01% 751
2025
Q3 		– Sell
-5,100
Closed -$204K – 929
2025
Q2 		$204K Buy
5,100
+3,000
+143% +$118K ﹤0.01% 752
2025
Q1 		$86K Buy
+2,100
New +$82.4K ﹤0.01% 793

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

LSV Asset Management's UHT Position: Q2 2026 in Review

LSV Asset Management increased its Universal Health Realty Income Trust (UHT) stake by 51% in Q2 2026, buying an estimated $148K and bringing the position to 10,600 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

LSV Asset Management first reported a position in UHT in Q1 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • LSV Asset Management held 10,600 shares of Universal Health Realty Income Trust worth $465K as of Q2 2026.
  • LSV Asset Management bought 3,600 Universal Health Realty Income Trust shares in Q2 2026, an estimated $148K.
  • Universal Health Realty Income Trust made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #744 holding.
  • LSV Asset Management first reported a position in Universal Health Realty Income Trust in Q1 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.