SPIA
UHT

Steward Partners Investment Advisory’s Universal Health Realty Income Trust UHT Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$202 Buy
+5
New +$207 ﹤0.01% 4312
2020
Q1 		– Sell
-300
Closed -$35K – 2703
2019
Q4 		$35K Buy
+300
New +$34.2K ﹤0.01% 1556

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's UHT Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Universal Health Realty Income Trust (UHT) in Q1 2026: 5 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #4312 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in UHT as recently as Q4 2019.

Steward Partners Investment Advisory first reported a position in UHT in Q4 2019 and has held it in 2 quarters since. The position peaked at $35K in Q4 2019. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • Steward Partners Investment Advisory held 5 shares of Universal Health Realty Income Trust worth $202 as of Q1 2026.
  • Universal Health Realty Income Trust was a new Steward Partners Investment Advisory position in Q1 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4312 holding.
  • Steward Partners Investment Advisory first reported a position in Universal Health Realty Income Trust in Q4 2019 and has held it in 2 quarters since.
  • Steward Partners Investment Advisory's Universal Health Realty Income Trust position peaked at $35K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.