Rockefeller Capital Management
UHT

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
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
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

Rockefeller Capital Management's UHT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Universal Health Realty Income Trust (UHT) stake by 4,371% in Q1 2026, buying an estimated $12.7K and bringing the position to 313 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Rockefeller Capital Management first reported a position in UHT in Q2 2022 and has held it in 6 quarters since. The position peaked at $57K in Q4 2022. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Rockefeller Capital Management held 313 shares of Universal Health Realty Income Trust worth $12.7K as of Q1 2026.
  • Rockefeller Capital Management bought 306 Universal Health Realty Income Trust shares in Q1 2026, an estimated $12.7K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3892 holding.
  • Rockefeller Capital Management first reported a position in Universal Health Realty Income Trust in Q2 2022 and has held it in 6 quarters since.
  • Rockefeller Capital Management's Universal Health Realty Income Trust position peaked at $57K in Q4 2022.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.