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NewSquare Capital’s Universal Health Realty Income Trust UHT Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-42
Closed -$1.68K – 1171
2025
Q2 		$1.68K Buy
42
+12
+40% +$472 ﹤0.01% 995
2025
Q1 		$1.23K Hold
30
– – ﹤0.01% 906
2024
Q4 		$1.12K Buy
+30
New +$1.22K ﹤0.01% 651
2023
Q1 		– Sell
-26
Closed -$1.34K – 950
2022
Q4 		$1.24K Buy
+26
New +$1.25K ﹤0.01% 549

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewSquare Capital's UHT Position: Q3 2025 in Review

NewSquare Capital sold out of Universal Health Realty Income Trust (UHT) in Q3 2025, closing a stake of 42 shares — an estimated $1.68K sold.

NewSquare Capital first reported a position in UHT in Q4 2022 and held it in 4 quarters. The position peaked at $1.68K in Q2 2025. 177 funds tracked by Wall St. Rank hold UHT as of Q3 2025.

  • NewSquare Capital reported no remaining Universal Health Realty Income Trust position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 42 Universal Health Realty Income Trust shares in Q3 2025, an estimated $1.68K.
  • NewSquare Capital first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 4 quarters.
  • NewSquare Capital's Universal Health Realty Income Trust position peaked at $1.68K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.