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
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 $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

Pinnacle Wealth Planning Services's UHT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Universal Health Realty Income Trust (UHT) stake by 2.1% in Q1 2026, buying an estimated $166 and bringing the position to 191 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Pinnacle Wealth Planning Services first reported a position in UHT in Q4 2020 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 191 shares of Universal Health Realty Income Trust worth $7.73K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 4 Universal Health Realty Income Trust shares in Q1 2026, an estimated $166.
  • Universal Health Realty Income Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2108 holding.
  • Pinnacle Wealth Planning Services first reported a position in Universal Health Realty Income Trust in Q4 2020 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.