Sound Income Strategies’s Universal Health Realty Income Trust UHT Stock Holding History

Sound Income Strategies’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	–	Sell	-17	Closed	-$691	–	2274
2026 Q1	$691	Hold	17	–	–	﹤0.01%	2360
2025 Q4	$685	Hold	17	–	–	﹤0.01%	2341
2025 Q3	$617	Hold	17	–	–	﹤0.01%	1505
2025 Q2	$679	Hold	17	–	–	﹤0.01%	1421
2025 Q1	$696	Hold	17	–	–	﹤0.01%	1388
2024 Q4	$633	Hold	17	–	–	﹤0.01%	1329
2024 Q3	$778	Hold	17	–	–	﹤0.01%	1276
2024 Q2	$665	Hold	17	–	–	﹤0.01%	1248
2024 Q1	$624	Hold	17	–	–	﹤0.01%	1216
2023 Q4	$735	Hold	17	–	–	﹤0.01%	1196
2023 Q3	$687	Hold	17	–	–	﹤0.01%	1038
2023 Q2	$809	Hold	17	–	–	﹤0.01%	998
2023 Q1	$818	Buy	+17	New	+$878	﹤0.01%	947

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Sound Income Strategies's UHT Position: Q2 2026 in Review

Sound Income Strategies sold out of Universal Health Realty Income Trust (UHT) in Q2 2026, closing a stake of 17 shares — an estimated $691 sold.

Sound Income Strategies first reported a position in UHT in Q1 2023 and held it in 13 quarters. The position peaked at $818 in Q1 2023. 108 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Sound Income Strategies reported no remaining Universal Health Realty Income Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 17 Universal Health Realty Income Trust shares in Q2 2026, an estimated $691.
Sound Income Strategies first reported a position in Universal Health Realty Income Trust in Q1 2023 and held it in 13 quarters.
Sound Income Strategies's Universal Health Realty Income Trust position peaked at $818 in Q1 2023.
108 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.