MassMutual Private Wealth & Trust
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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
Q3 		$2.39K Sell
64
-7
-10% -$293 ﹤0.01% 1889
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MassMutual Private Wealth & Trust's UHT Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Universal Health Realty Income Trust (UHT) stake by 9.9% in Q3 2026, selling an estimated $293 and leaving 64 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

MassMutual Private Wealth & Trust first reported a position in UHT in Q4 2021 and has held it in 17 quarters since. The position peaked at $26.9K in Q3 2024. 70 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

  • MassMutual Private Wealth & Trust held 64 shares of Universal Health Realty Income Trust worth $2.39K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 7 Universal Health Realty Income Trust shares in Q3 2026, an estimated $293.
  • Universal Health Realty Income Trust made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1889 holding.
  • MassMutual Private Wealth & Trust first reported a position in Universal Health Realty Income Trust in Q4 2021 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Universal Health Realty Income Trust position peaked at $26.9K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.