SWM
UHT

SHP Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

SHP Wealth 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
Q2 		$13.5K Hold
308
– – ﹤0.01% 882
2026
Q1 		$12.5K Hold
308
– – ﹤0.01% 846
2025
Q4 		$12.1K Buy
+308
New +$12K ﹤0.01% 785

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's UHT Position: Q2 2026 in Review

SHP Wealth Management held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 308 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

SHP Wealth Management first reported a position in UHT in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • SHP Wealth Management held 308 shares of Universal Health Realty Income Trust worth $13.5K as of Q2 2026.
  • SHP Wealth Management left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #882 holding.
  • SHP Wealth Management first reported a position in Universal Health Realty Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.