PWPS
UHT

Pinnacle Wealth Planning Services’s Universal Health Realty Income Trust UHT Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.15K Sell
49
-142
-74% -$5.83K ﹤0.01% 2460
2026
Q1 		$7.73K Buy
191
+4
+2% +$166 ﹤0.01% 2108
2025
Q4 		$7.33K Buy
+187
New +$7.29K ﹤0.01% 2138
2021
Q1 		– Sell
-50
Closed -$4K – 1848
2020
Q4 		$4K Buy
+50
New +$3.04K ﹤0.01% 1760

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's UHT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Universal Health Realty Income Trust (UHT) stake by 74% in Q2 2026, selling an estimated $5.83K and leaving 49 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Pinnacle Wealth Planning Services first reported a position in UHT in Q4 2020 and has held it in 4 quarters since. The position peaked at $7.73K in Q1 2026. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 49 shares of Universal Health Realty Income Trust worth $2.15K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 142 Universal Health Realty Income Trust shares in Q2 2026, an estimated $5.83K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2460 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Health Realty Income Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Universal Health Realty Income Trust position peaked at $7.73K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.