Root Financial Partners
UHT icon

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
Q3 		$3.22K Buy
+86
New +$3.6K ﹤0.01% 2412
2026
Q2 		– Sell
-58
Closed -$2.35K – 3019
2026
Q1 		$2.35K Buy
+58
New +$2.4K ﹤0.01% 2247

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Root Financial Partners's UHT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Universal Health Realty Income Trust (UHT) in Q3 2026: 86 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #2412 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UHT as recently as Q1 2026.

Root Financial Partners first reported a position in UHT in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

  • Root Financial Partners held 86 shares of Universal Health Realty Income Trust worth $3.22K as of Q3 2026.
  • Universal Health Realty Income Trust was a new Root Financial Partners position in Q3 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2412 holding.
  • Root Financial Partners first reported a position in Universal Health Realty Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.