Rockefeller Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

Rockefeller Capital Management’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	$702	Sell	16 -297	-95%	-$12.2K	﹤0.01%	4563
2026 Q1	$12.7K	Buy	313 +306	+4,371%	+$12.7K	﹤0.01%	3892
2025 Q4	$274	Sell	7 -59	-89%	-$2.3K	﹤0.01%	4575
2025 Q3	$2.58K	Buy	+66	New	+$2.66K	﹤0.01%	4038
2023 Q1	–	Sell	-1,203	Closed	-$57K	–	3781
2022 Q4	$57K	Hold	1,203	–	–	﹤0.01%	2332
2022 Q3	$51K	Buy	1,203 +1,181	+5,368%	+$60.3K	﹤0.01%	2336
2022 Q2	$1K	Buy	+22	New	+$1.16K	﹤0.01%	4025

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Rockefeller Capital Management's UHT Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Universal Health Realty Income Trust (UHT) stake by 95% in Q2 2026, selling an estimated $12.2K and leaving 16 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #4563.

Rockefeller Capital Management first reported a position in UHT in Q2 2022 and has held it in 7 quarters since. The position peaked at $57K in Q4 2022. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Rockefeller Capital Management held 16 shares of Universal Health Realty Income Trust worth $702 as of Q2 2026.
Rockefeller Capital Management sold 297 Universal Health Realty Income Trust shares in Q2 2026, an estimated $12.2K.
Universal Health Realty Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4563 holding.
Rockefeller Capital Management first reported a position in Universal Health Realty Income Trust in Q2 2022 and has held it in 7 quarters since.
Rockefeller Capital Management's Universal Health Realty Income Trust position peaked at $57K in Q4 2022.
184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.