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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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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. 184 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.
  • 184 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.