SignatureFD
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SignatureFD’s Universal Health Realty Income Trust UHT Stock Holding History

SignatureFD’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 		$67.3K Buy
1,799
+104
+6% +$4.35K ﹤0.01% 1788
2026
Q2 		$74.3K Sell
1,695
-99
-6% -$4.07K ﹤0.01% 1628
2026
Q1 		$72.6K Sell
1,794
-69
-4% -$2.86K ﹤0.01% 1507
2025
Q4 		$73K Sell
1,863
-153
-8% -$5.96K ﹤0.01% 1457
2025
Q3 		$79K Sell
2,016
-207
-9% -$8.33K ﹤0.01% 1410
2025
Q2 		$88.9K Buy
2,223
+895
+67% +$35.2K ﹤0.01% 1292
2025
Q1 		$54.4K Buy
1,328
+20
+2% +$785 ﹤0.01% 1518
2024
Q4 		$48.7K Sell
1,308
-149
-10% -$6.07K ﹤0.01% 1604
2024
Q3 		$66.7K Buy
1,457
+16
+1% +$688 ﹤0.01% 1424
2024
Q2 		$56.4K Buy
1,441
+1,138
+376% +$41.6K ﹤0.01% 1450
2024
Q1 		$11.1K Buy
303
+161
+113% +$6.39K ﹤0.01% 2262
2023
Q4 		$6.14K Buy
142
+90
+173% +$3.67K ﹤0.01% 2442
2023
Q3 		$2.1K Sell
52
-143
-73% -$6.63K ﹤0.01% 2758
2023
Q2 		$9.28K Sell
195
-282
-59% -$13K ﹤0.01% 2268
2023
Q1 		$22.9K Buy
477
+382
+402% +$19.7K ﹤0.01% 1794
2022
Q4 		$4.53K Buy
95
+42
+79% +$2.02K ﹤0.01% 2519
2022
Q3 		$2K Buy
53
+1
+2% +$51 ﹤0.01% 2855
2022
Q2 		$3K Buy
52
+33
+174% +$1.74K ﹤0.01% 2666
2022
Q1 		$1K Buy
19
+10
+111% +$580 ﹤0.01% 3071
2021
Q4 		$1K Sell
9
-20
-69% -$1.16K ﹤0.01% 3005
2021
Q3 		$2K Buy
29
+21
+263% +$1.24K ﹤0.01% 2714
2021
Q2 		$0 Sell
8
-24
-75% -$1.62K ﹤0.01% 3068
2021
Q1 		$2K Buy
32
+21
+191% +$1.38K ﹤0.01% 2540
2020
Q4 		$1K Buy
+11
New +$668 ﹤0.01% 2491

Other funds holding UHT

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
John Boyer Inc
John Boyer Inc Tampa, Florida $126M AUM 18.78% 1-Year Est. Return

SignatureFD's UHT Position: Q3 2026 in Review

SignatureFD increased its Universal Health Realty Income Trust (UHT) stake by 6.1% in Q3 2026, buying an estimated $4.35K and bringing the position to 1,799 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

SignatureFD first reported a position in UHT in Q4 2020 and has held it in 24 quarters since. The position peaked at $88.9K in Q2 2025. 39 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

  • SignatureFD held 1,799 shares of Universal Health Realty Income Trust worth $67.3K as of Q3 2026.
  • SignatureFD bought 104 Universal Health Realty Income Trust shares in Q3 2026, an estimated $4.35K.
  • Universal Health Realty Income Trust made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1788 holding.
  • SignatureFD first reported a position in Universal Health Realty Income Trust in Q4 2020 and has held it in 24 quarters since.
  • SignatureFD's Universal Health Realty Income Trust position peaked at $88.9K in Q2 2025.
  • 39 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.