Root Financial Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-58
Closed -$2.35K 3019
2026
Q1
$2.35K Buy
+58
New +$2.4K ﹤0.01% 2247

Other funds holding UHT

Root Financial Partners's UHT Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Health Realty Income Trust (UHT) in Q2 2026, closing a stake of 58 shares — an estimated $2.35K sold.

Root Financial Partners first reported a position in UHT in Q1 2026 and held it in 1 quarter. The position peaked at $2.35K in Q1 2026. 184 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Health Realty Income Trust position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 58 Universal Health Realty Income Trust shares in Q2 2026, an estimated $2.35K.
  • Root Financial Partners first reported a position in Universal Health Realty Income Trust in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Universal Health Realty Income Trust position peaked at $2.35K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.