SC
UHT

Stephens Consulting’s Universal Health Realty Income Trust UHT Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-10
Closed -$410 – 1967
2025
Q1 		$410 Buy
+10
New +$393 ﹤0.01% 1012

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Mirae Asset Global ETFs Holdings
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Geode Capital Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Consulting's UHT Position: Q2 2025 in Review

Stephens Consulting sold out of Universal Health Realty Income Trust (UHT) in Q2 2025, closing a stake of 10 shares — an estimated $410 sold.

Stephens Consulting first reported a position in UHT in Q1 2025 and held it in 1 quarter. The position peaked at $410 in Q1 2025. 171 funds tracked by Wall St. Rank hold UHT as of Q2 2025.

  • Stephens Consulting reported no remaining Universal Health Realty Income Trust position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Universal Health Realty Income Trust shares in Q2 2025, an estimated $410.
  • Stephens Consulting first reported a position in Universal Health Realty Income Trust in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Universal Health Realty Income Trust position peaked at $410 in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.