MWA
UHT

Medallion Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Medallion Wealth Advisors’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 		$121K Hold
2,988
– – 0.04% 327
2025
Q4 		$117K Hold
2,988
– – 0.04% 332
2025
Q3 		$117K Hold
2,988
– – 0.04% 329
2025
Q2 		$119K Hold
2,988
– – 0.05% 320
2025
Q1 		$122K Hold
2,988
– – 0.06% 273
2024
Q4 		$122K Buy
+2,988
New +$122K 0.06% 263

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

Medallion Wealth Advisors's UHT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Universal Health Realty Income Trust (UHT) position steady in Q1 2026 at 2,988 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #327.

Medallion Wealth Advisors first reported a position in UHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q1 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Medallion Wealth Advisors held 2,988 shares of Universal Health Realty Income Trust worth $121K as of Q1 2026.
  • Medallion Wealth Advisors left its Universal Health Realty Income Trust share count unchanged in Q1 2026.
  • Universal Health Realty Income Trust made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #327 holding.
  • Medallion Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Universal Health Realty Income Trust position peaked at $122K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.