MPWT
UHT

MassMutual Private Wealth & Trust’s Universal Health Realty Income Trust UHT Stock Holding History

MassMutual Private Wealth & Trust’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 		$3.11K Sell
71
-320
-82% -$13.1K ﹤0.01% 1861
2026
Q1 		$15.8K Sell
391
-186
-32% -$7.71K ﹤0.01% 1185
2025
Q4 		$22.6K Sell
577
-26
-4% -$1.01K ﹤0.01% 1062
2025
Q3 		$23.6K Buy
603
+19
+3% +$765 ﹤0.01% 1046
2025
Q2 		$23.3K Sell
584
-8
-1% -$315 ﹤0.01% 1046
2025
Q1 		$24.2K Sell
592
-3
-0.5% -$118 ﹤0.01% 956
2024
Q4 		$22.1K Buy
595
+8
+1% +$326 ﹤0.01% 973
2024
Q3 		$26.9K Hold
587
– – ﹤0.01% 830
2024
Q2 		$23K Buy
587
+557
+1,857% +$20.4K ﹤0.01% 828
2024
Q1 		$1.1K Sell
30
-50
-63% -$1.98K ﹤0.01% 1679
2023
Q4 		$3.46K Buy
80
+50
+167% +$2.04K ﹤0.01% 1342
2023
Q3 		$1.21K Hold
30
– – ﹤0.01% 1635
2023
Q2 		$1.43K Hold
30
– – ﹤0.01% 1567
2023
Q1 		$1.44K Hold
30
– – ﹤0.01% 1509
2022
Q4 		$1K Buy
+30
New +$1.45K ﹤0.01% 1567
2022
Q1 		– Sell
-10
Closed -$1K – 1637
2021
Q4 		$1K Buy
+10
New +$582 ﹤0.01% 1322

Other funds holding UHT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

MassMutual Private Wealth & Trust's UHT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Universal Health Realty Income Trust (UHT) stake by 82% in Q2 2026, selling an estimated $13.1K and leaving 71 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

MassMutual Private Wealth & Trust first reported a position in UHT in Q4 2021 and has held it in 16 quarters since. The position peaked at $26.9K in Q3 2024. 10 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 71 shares of Universal Health Realty Income Trust worth $3.11K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 320 Universal Health Realty Income Trust shares in Q2 2026, an estimated $13.1K.
  • Universal Health Realty Income Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1861 holding.
  • MassMutual Private Wealth & Trust first reported a position in Universal Health Realty Income Trust in Q4 2021 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's Universal Health Realty Income Trust position peaked at $26.9K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.