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

Root Financial Partners’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	$2.35K	Buy	+58	New	+$2.4K	﹤0.01%	2247

Other funds holding UHT

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's UHT Position: Q1 2026 in Review

Root Financial Partners opened a new position in Universal Health Realty Income Trust (UHT) in Q1 2026: 58 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2247 among its holdings.

187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

Root Financial Partners held 58 shares of Universal Health Realty Income Trust worth $2.35K as of Q1 2026.
Universal Health Realty Income Trust was a new Root Financial Partners position in Q1 2026.
Universal Health Realty Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2247 holding.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.