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

Physician 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 Q3	$3.33K	Buy	+89	New	+$3.72K	﹤0.01%	1310
2026 Q2	–	Sell	-33	Closed	-$1.34K	–	2457
2026 Q1	$1.34K	Sell	33 -4	-11%	-$166	﹤0.01%	1528
2025 Q4	$1.45K	Buy	+37	New	+$1.44K	﹤0.01%	1430
2025 Q3	–	Sell	-24	Closed	-$960	–	2056
2025 Q2	$960	Buy	+24	New	+$944	﹤0.01%	1459

Other funds holding UHT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Physician Wealth Advisors's UHT Position: Q3 2026 in Review

Physician Wealth Advisors opened a new position in Universal Health Realty Income Trust (UHT) in Q3 2026: 89 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in UHT as recently as Q1 2026.

Physician Wealth Advisors first reported a position in UHT in Q2 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

Physician Wealth Advisors held 89 shares of Universal Health Realty Income Trust worth $3.33K as of Q3 2026.
Universal Health Realty Income Trust was a new Physician Wealth Advisors position in Q3 2026.
Universal Health Realty Income Trust made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1310 holding.
Physician Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q2 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.