Osaic Holdings
UHT

Osaic Holdings’s Universal Health Realty Income Trust UHT Stock Holding History

Osaic Holdings’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 		$150K Sell
3,711
-210
-5% -$8.71K ﹤0.01% 4380
2025
Q4 		$154K Buy
3,921
+614
+19% +$23.9K ﹤0.01% 4356
2025
Q3 		$134K Buy
3,307
+126
+4% +$5.07K ﹤0.01% 4546
2025
Q2 		$127K Buy
3,181
+226
+8% +$8.89K ﹤0.01% 4309
2025
Q1 		$121K Buy
2,955
+133
+5% +$5.22K ﹤0.01% 4038
2024
Q4 		$105K Sell
2,822
-261
-8% -$10.6K ﹤0.01% 4134
2024
Q3 		$141K Sell
3,083
-908
-23% -$39K ﹤0.01% 3945
2024
Q2 		$156K Buy
3,991
+631
+19% +$23.1K ﹤0.01% 3766
2024
Q1 		$123K Sell
3,360
-357
-10% -$14.2K ﹤0.01% 4086
2023
Q4 		$161K Sell
3,717
-2,136
-36% -$87.1K ﹤0.01% 4104
2023
Q3 		$237K Buy
5,853
+909
+18% +$42.1K ﹤0.01% 3879
2023
Q2 		$235K Buy
4,944
+125
+3% +$5.74K ﹤0.01% 3760
2023
Q1 		$232K Sell
4,819
-220
-4% -$11.4K ﹤0.01% 3749
2022
Q4 		$241K Buy
5,039
+55
+1% +$2.65K ﹤0.01% 3691
2022
Q3 		$215K Sell
4,984
-598
-11% -$30.5K ﹤0.01% 3671
2022
Q2 		$298K Sell
5,582
-38
-0.7% -$2.01K ﹤0.01% 3429
2022
Q1 		$386K Buy
5,620
+203
+4% +$11.8K ﹤0.01% 3472
2021
Q4 		$323K Buy
5,417
+816
+18% +$47.5K ﹤0.01% 3488
2021
Q3 		$254K Sell
4,601
-37
-0.8% -$2.18K ﹤0.01% 3682
2021
Q2 		$286K Sell
4,638
-211
-4% -$14.3K ﹤0.01% 3564
2021
Q1 		$329K Buy
4,849
+604
+14% +$39.7K ﹤0.01% 3298
2020
Q4 		$273K Buy
4,245
+61
+1% +$3.7K ﹤0.01% 3198
2020
Q3 		$240K Buy
4,184
+182
+5% +$12.3K ﹤0.01% 3075
2020
Q2 		$318K Sell
4,002
-81
-2% -$7.63K ﹤0.01% 2722
2020
Q1 		$411K Buy
+4,083
New +$450K ﹤0.01% 2264

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

Osaic Holdings's UHT Position: Q1 2026 in Review

Osaic Holdings reduced its Universal Health Realty Income Trust (UHT) stake by 5.4% in Q1 2026, selling an estimated $8.71K and leaving 3,711 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #4380.

Osaic Holdings first reported a position in UHT in Q1 2020 and has held it in 25 quarters since. The position peaked at $411K in Q1 2020. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Osaic Holdings held 3,711 shares of Universal Health Realty Income Trust worth $150K as of Q1 2026.
  • Osaic Holdings sold 210 Universal Health Realty Income Trust shares in Q1 2026, an estimated $8.71K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4380 holding.
  • Osaic Holdings first reported a position in Universal Health Realty Income Trust in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Universal Health Realty Income Trust position peaked at $411K in Q1 2020.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.