Principal Financial Group
UHT

Principal Financial Group’s Universal Health Realty Income Trust UHT Stock Holding History

Principal Financial Group’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 		$770K Sell
17,561
-60,104
-77% -$2.47M ﹤0.01% 1972
2026
Q1 		$3.14M Buy
77,665
+5,725
+8% +$237K ﹤0.01% 1755
2025
Q4 		$2.82M Buy
71,940
+2,923
+4% +$114K ﹤0.01% 1778
2025
Q3 		$2.7M Sell
69,017
-665
-1% -$26.8K ﹤0.01% 1763
2025
Q2 		$2.79M Buy
69,682
+909
+1% +$35.7K ﹤0.01% 1741
2025
Q1 		$2.82M Buy
68,773
+1,484
+2% +$58.3K ﹤0.01% 1703
2024
Q4 		$2.5M Buy
67,289
+2,458
+4% +$100K ﹤0.01% 1765
2024
Q3 		$2.97M Sell
64,831
-1,776
-3% -$76.4K ﹤0.01% 1704
2024
Q2 		$2.61M Sell
66,607
-2,688
-4% -$98.2K ﹤0.01% 1722
2024
Q1 		$2.54M Sell
69,295
-1,309
-2% -$51.9K ﹤0.01% 1741
2023
Q4 		$3.05M Sell
70,604
-833
-1% -$34K ﹤0.01% 1700
2023
Q3 		$2.89M Sell
71,437
-3,175
-4% -$147K ﹤0.01% 1691
2023
Q2 		$3.55M Sell
74,612
-4,345
-6% -$200K ﹤0.01% 1640
2023
Q1 		$3.8M Sell
78,957
-2,128
-3% -$110K ﹤0.01% 1631
2022
Q4 		$3.87M Buy
81,085
+2,080
+3% +$100K ﹤0.01% 1612
2022
Q3 		$3.41M Sell
79,005
-1,569
-2% -$80.1K ﹤0.01% 1616
2022
Q2 		$4.29M Sell
80,574
-4,168
-5% -$220K ﹤0.01% 1602
2022
Q1 		$4.95M Sell
84,742
-749
-0.9% -$43.4K ﹤0.01% 1663
2021
Q4 		$5.08M Sell
85,491
-1,987
-2% -$116K ﹤0.01% 1659
2021
Q3 		$4.83M Sell
87,478
-1,166
-1% -$68.7K ﹤0.01% 1698
2021
Q2 		$5.46M Buy
88,644
+619
+0.7% +$41.9K ﹤0.01% 1688
2021
Q1 		$5.97M Sell
88,025
-78
-0.1% -$5.13K ﹤0.01% 1613
2020
Q4 		$5.66M Sell
88,103
-3,625
-4% -$220K ﹤0.01% 1517
2020
Q3 		$5.23M Sell
91,728
-2,939
-3% -$198K ﹤0.01% 1420
2020
Q2 		$7.53M Sell
94,667
-3,793
-4% -$357K 0.01% 1216
2020
Q1 		$9.93M Sell
98,460
-3,694
-4% -$407K 0.01% 910
2019
Q4 		$12M Sell
102,154
-478
-0.5% -$54.4K 0.01% 1149
2019
Q3 		$10.6M Buy
102,632
+1,190
+1% +$112K 0.01% 1181
2019
Q2 		$8.62M Sell
101,442
-181
-0.2% -$14.9K 0.01% 1307
2019
Q1 		$7.69M Sell
101,623
-1,047
-1% -$74.6K 0.01% 1383
2018
Q4 		$6.3M Buy
102,670
+567
+0.6% +$38.4K 0.01% 1413
2018
Q3 		$7.6M Buy
102,103
+3,653
+4% +$257K 0.01% 1465
2018
Q2 		$6.3M Sell
98,450
-7,583
-7% -$467K 0.01% 1522
2018
Q1 		$6.37M Buy
106,033
+3,150
+3% +$197K 0.01% 1469
2017
Q4 		$7.73M Buy
102,883
+8,603
+9% +$645K 0.01% 1391
2017
Q3 		$7.12M Sell
94,280
-3,611
-4% -$278K 0.01% 1430
2017
Q2 		$7.79M Buy
97,891
+2,868
+3% +$207K 0.01% 1375
2017
Q1 		$6.13M Buy
95,023
+3,279
+4% +$208K 0.01% 1462
2016
Q4 		$6.02M Buy
91,744
+1,298
+1% +$78K 0.01% 1451
2016
Q3 		$5.7M Buy
90,446
+4,162
+5% +$251K 0.01% 1414
2016
Q2 		$4.93M Buy
86,284
+2,315
+3% +$128K 0.01% 1434
2016
Q1 		$4.72M Buy
83,969
+3,014
+4% +$154K 0.01% 1400
2015
Q4 		$4.05M Buy
80,955
+3,627
+5% +$181K 0.01% 1439
2015
Q3 		$3.63M Sell
77,328
-3,701
-5% -$176K 0.01% 1473
2015
Q2 		$3.77M Sell
81,029
-4,981
-6% -$248K 0.01% 1522
2015
Q1 		$4.84M Buy
86,010
+7,683
+10% +$402K 0.01% 1391
2014
Q4 		$3.77M Buy
78,327
+531
+0.7% +$25K 0.01% 1512
2014
Q3 		$3.24M Sell
77,796
-847
-1% -$36.7K 0.01% 1526
2014
Q2 		$3.42M Buy
78,643
+689
+0.9% +$29.6K 0.01% 1565
2014
Q1 		$3.29M Buy
77,954
+3,827
+5% +$161K 0.01% 1548
2013
Q4 		$2.97M Buy
74,127
+4,634
+7% +$196K 0.01% 1582
2013
Q3 		$2.91M Sell
69,493
-3,687
-5% -$157K 0.01% 1537
2013
Q2 		$3.16M Buy
+73,180
New +$3.75M 0.01% 1450

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
WGAM
Wilkinson Global Asset Management New York $1.26B AUM 22.73% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Principal Financial Group's UHT Position: Q2 2026 in Review

Principal Financial Group reduced its Universal Health Realty Income Trust (UHT) stake by 77% in Q2 2026, selling an estimated $2.47M and leaving 17,561 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Principal Financial Group first reported a position in UHT in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q4 2019. 75 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Principal Financial Group held 17,561 shares of Universal Health Realty Income Trust worth $770K as of Q2 2026.
  • Principal Financial Group sold 60,104 Universal Health Realty Income Trust shares in Q2 2026, an estimated $2.47M.
  • Universal Health Realty Income Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1972 holding.
  • Principal Financial Group first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Universal Health Realty Income Trust position peaked at $12M in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.