Rothschild Investment LLC’s Universal Health Realty Income Trust UHT Stock Holding History

Rothschild Investment LLC’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	$205K	Buy	5,076 +19	+0.4%	+$788	0.01%	663
2025 Q4	$198K	Sell	5,057 -116	-2%	-$4.52K	0.01%	625
2025 Q3	$203K	Buy	5,173 +28	+0.5%	+$1.13K	0.01%	602
2025 Q2	$206K	Sell	5,145 -15	-0.3%	-$590	0.01%	508
2025 Q1	$211K	Sell	5,160 -3,495	-40%	-$137K	0.01%	492
2024 Q4	$322K	Hold	8,655	–	–	0.02%	413
2024 Q3	$396K	Buy	8,655 +10	+0.1%	+$430	0.03%	387
2024 Q2	$338K	Hold	8,645	–	–	0.02%	400
2024 Q1	$317K	Sell	8,645 -800	-8%	-$31.7K	0.02%	398
2023 Q4	$408K	Hold	9,445	–	–	0.03%	309
2023 Q3	$382K	Hold	9,445	–	–	0.03%	339
2023 Q2	$449K	Hold	9,445	–	–	0.04%	316
2023 Q1	$454K	Hold	9,445	–	–	0.04%	312
2022 Q4	$451K	Hold	9,445	–	–	0.04%	301
2022 Q3	$408K	Hold	9,445	–	–	0.04%	308
2022 Q2	$503K	Hold	9,445	–	–	0.05%	292
2022 Q1	$551K	Hold	9,445	–	–	0.04%	303
2021 Q4	$562K	Hold	9,445	–	–	0.04%	307
2021 Q3	$522K	Buy	9,445 +3,000	+47%	+$177K	0.04%	302
2021 Q2	$397K	Hold	6,445	–	–	0.03%	358
2021 Q1	$437K	Buy	6,445 +145	+2%	+$9.54K	0.04%	337
2020 Q4	$405K	Hold	6,300	–	–	0.04%	318
2020 Q3	$359K	Hold	6,300	–	–	0.04%	305
2020 Q2	$501K	Hold	6,300	–	–	0.06%	249
2020 Q1	$635K	Hold	6,300	–	–	0.08%	215
2019 Q4	$739K	Hold	6,300	–	–	0.07%	241
2019 Q3	$648K	Hold	6,300	–	–	0.08%	215
2019 Q2	$535K	Hold	6,300	–	–	0.06%	246
2019 Q1	$477K	Hold	6,300	–	–	0.06%	258
2018 Q4	$387K	Hold	6,300	–	–	0.05%	257
2018 Q3	$469K	Hold	6,300	–	–	0.06%	249
2018 Q2	$403K	Hold	6,300	–	–	0.05%	260
2018 Q1	$379K	Hold	6,300	–	–	0.05%	270
2017 Q4	$473K	Hold	6,300	–	–	0.05%	278
2017 Q3	$476K	Hold	6,300	–	–	0.05%	286
2017 Q2	$501K	Hold	6,300	–	–	0.06%	282
2017 Q1	$406K	Hold	6,300	–	–	0.05%	306
2016 Q4	$413K	Hold	6,300	–	–	0.05%	292
2016 Q3	$397K	Hold	6,300	–	–	0.05%	303
2016 Q2	$360K	Sell	6,300 -2,000	-24%	-$110K	0.05%	317
2016 Q1	$467K	Hold	8,300	–	–	0.06%	270
2015 Q4	$415K	Hold	8,300	–	–	0.05%	300
2015 Q3	$390K	Hold	8,300	–	–	0.05%	313
2015 Q2	$386K	Hold	8,300	–	–	0.04%	341
2015 Q1	$467K	Hold	8,300	–	–	0.05%	313
2014 Q4	$399K	Hold	8,300	–	–	0.05%	325
2014 Q3	$346K	Hold	8,300	–	–	0.04%	361
2014 Q2	$361K	Sell	8,300 -1,500	-15%	-$64.3K	0.05%	316
2014 Q1	$414K	Hold	9,800	–	–	0.06%	300
2013 Q4	$393K	Hold	9,800	–	–	0.05%	304
2013 Q3	$410K	Hold	9,800	–	–	0.06%	278
2013 Q2	$423K	Buy	+9,800	New	+$503K	0.07%	254

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

Rothschild Investment LLC's UHT Position: Q1 2026 in Review

Rothschild Investment LLC increased its Universal Health Realty Income Trust (UHT) stake by 0.38% in Q1 2026, buying an estimated $788 and bringing the position to 5,076 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #663.

Rothschild Investment LLC first reported a position in UHT in Q2 2013 and has held it in 52 quarters since. The position peaked at $739K in Q4 2019. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

Rothschild Investment LLC held 5,076 shares of Universal Health Realty Income Trust worth $205K as of Q1 2026.
Rothschild Investment LLC bought 19 Universal Health Realty Income Trust shares in Q1 2026, an estimated $788.
Universal Health Realty Income Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #663 holding.
Rothschild Investment LLC first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 52 quarters since.
Rothschild Investment LLC's Universal Health Realty Income Trust position peaked at $739K in Q4 2019.
187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.