SWM
UHT

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

Spire 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
2025
Q4 		– Sell
-22
Closed -$862 – 2482
2025
Q3 		$862 Buy
+22
New +$885 ﹤0.01% 2297

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Spire Wealth Management's UHT Position: Q4 2025 in Review

Spire Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2025, closing a stake of 22 shares — an estimated $862 sold.

Spire Wealth Management first reported a position in UHT in Q3 2025 and held it in 1 quarter. The position peaked at $862 in Q3 2025. 183 funds tracked by Wall St. Rank hold UHT as of Q4 2025.

  • Spire Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 22 Universal Health Realty Income Trust shares in Q4 2025, an estimated $862.
  • Spire Wealth Management first reported a position in Universal Health Realty Income Trust in Q3 2025 and held it in 1 quarter.
  • Spire Wealth Management's Universal Health Realty Income Trust position peaked at $862 in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.