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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

TWPM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Physician Wealth Advisors's UHT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q2 2026, closing a stake of 33 shares — an estimated $1.34K sold.

Physician Wealth Advisors first reported a position in UHT in Q2 2025 and held it in 3 quarters. The position peaked at $1.45K in Q4 2025. 48 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Physician Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 33 Universal Health Realty Income Trust shares in Q2 2026, an estimated $1.34K.
Physician Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's Universal Health Realty Income Trust position peaked at $1.45K in Q4 2025.
48 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.