Raymond James Financial
UHT

Raymond James Financial’s Universal Health Realty Income Trust UHT Stock Holding History

Raymond James Financial’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 		$559K Sell
13,816
-1,493
-10% -$61.9K ﹤0.01% 4280
2025
Q4 		$600K Sell
15,309
-3,389
-18% -$132K ﹤0.01% 4135
2025
Q3 		$732K Buy
18,698
+289
+2% +$11.6K ﹤0.01% 3877
2025
Q2 		$736K Buy
18,409
+9
+0% +$354 ﹤0.01% 3764
2025
Q1 		$754K Sell
18,400
-167
-0.9% -$6.55K ﹤0.01% 3681
2024
Q4 		$691K Buy
+18,567
New +$756K ﹤0.01% 3703

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

Raymond James Financial's UHT Position: Q1 2026 in Review

Raymond James Financial reduced its Universal Health Realty Income Trust (UHT) stake by 9.8% in Q1 2026, selling an estimated $61.9K and leaving 13,816 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #4280.

Raymond James Financial first reported a position in UHT in Q4 2024 and has held it in 6 quarters since. The position peaked at $754K in Q1 2025. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Raymond James Financial held 13,816 shares of Universal Health Realty Income Trust worth $559K as of Q1 2026.
  • Raymond James Financial sold 1,493 Universal Health Realty Income Trust shares in Q1 2026, an estimated $61.9K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4280 holding.
  • Raymond James Financial first reported a position in Universal Health Realty Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Universal Health Realty Income Trust position peaked at $754K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.