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Rise Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Rise 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
2025
Q4 		– Sell
-379
Closed -$14.8K – 1345
2025
Q3 		$14.8K Sell
379
-19
-5% -$765 0.01% 765
2025
Q2 		$15.9K Buy
398
+33
+9% +$1.3K 0.01% 676
2025
Q1 		$14.9K Sell
365
-170
-32% -$6.67K 0.01% 686
2024
Q4 		$19.9K Buy
535
+10
+2% +$407 0.01% 663
2024
Q3 		$24K Buy
525
+8
+2% +$344 0.01% 562
2024
Q2 		$20.2K Buy
517
+20
+4% +$731 0.01% 633
2024
Q1 		$18.2K Buy
+497
New +$19.7K 0.01% 703

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Rise Advisors's UHT Position: Q4 2025 in Review

Rise Advisors sold out of Universal Health Realty Income Trust (UHT) in Q4 2025, closing a stake of 379 shares — an estimated $14.8K sold.

Rise Advisors first reported a position in UHT in Q1 2024 and held it in 7 quarters. The position peaked at $24K in Q3 2024. 183 funds tracked by Wall St. Rank hold UHT as of Q4 2025.

  • Rise Advisors reported no remaining Universal Health Realty Income Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 379 Universal Health Realty Income Trust shares in Q4 2025, an estimated $14.8K.
  • Rise Advisors first reported a position in Universal Health Realty Income Trust in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Universal Health Realty Income Trust position peaked at $24K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.