Sumitomo Mitsui Trust Group
UHT

Sumitomo Mitsui Trust Group’s Universal Health Realty Income Trust UHT Stock Holding History

Sumitomo Mitsui Trust Group’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 		$562K Hold
12,817
– – ﹤0.01% 963
2026
Q1 		$519K Sell
12,817
-755
-6% -$31.3K ﹤0.01% 926
2025
Q4 		$532K Sell
13,572
-175
-1% -$6.82K ﹤0.01% 942
2025
Q3 		$538K Sell
13,747
-295
-2% -$11.9K ﹤0.01% 930
2025
Q2 		$561K Hold
14,042
– – ﹤0.01% 910
2025
Q1 		$575K Hold
14,042
– – ﹤0.01% 919
2024
Q4 		$523K Sell
14,042
-409
-3% -$16.7K ﹤0.01% 940
2024
Q3 		$661K Hold
14,451
– – ﹤0.01% 935
2024
Q2 		$566K Sell
14,451
-465
-3% -$17K ﹤0.01% 953
2024
Q1 		$548K Hold
14,916
– – ﹤0.01% 1014
2023
Q4 		$645K Buy
14,916
+413
+3% +$16.8K ﹤0.01% 1018
2023
Q3 		$586K Buy
14,503
+252
+2% +$11.7K ﹤0.01% 1031
2023
Q2 		$678K Sell
14,251
-413
-3% -$19K ﹤0.01% 1032
2023
Q1 		$705K Sell
14,664
-3
-0% -$155 ﹤0.01% 1033
2022
Q4 		$700K Sell
14,667
-622
-4% -$30K ﹤0.01% 1065
2022
Q3 		$661K Sell
15,289
-261
-2% -$13.3K ﹤0.01% 1082
2022
Q2 		$827K Sell
15,550
-1,273
-8% -$67.3K ﹤0.01% 1065
2022
Q1 		$982K Sell
16,823
-621
-4% -$36K ﹤0.01% 1049
2021
Q4 		$1.04M Sell
17,444
-790
-4% -$45.9K ﹤0.01% 1020
2021
Q3 		$1.01M Hold
18,234
– – ﹤0.01% 1026
2021
Q2 		$1.12M Sell
18,234
-3,170
-15% -$214K ﹤0.01% 1024
2021
Q1 		$1.45M Sell
21,404
-1,451
-6% -$95.5K ﹤0.01% 968
2020
Q4 		$1.47M Sell
22,855
-3,195
-12% -$194K ﹤0.01% 942
2020
Q3 		$1.49M Sell
26,050
-2,138
-8% -$144K ﹤0.01% 925
2020
Q2 		$2.24M Buy
28,188
+2,550
+10% +$240K ﹤0.01% 869
2020
Q1 		$2.58M Buy
25,638
+3,640
+17% +$401K ﹤0.01% 845
2019
Q4 		$2.58M Buy
21,998
+3,757
+21% +$428K ﹤0.01% 875
2019
Q3 		$1.88M Buy
18,241
+3,049
+20% +$287K ﹤0.01% 885
2019
Q2 		$1.29M Buy
15,192
+6,659
+78% +$547K ﹤0.01% 877
2019
Q1 		$646K Sell
8,533
-5,045
-37% -$359K ﹤0.01% 881
2018
Q4 		$838K Sell
13,578
-510
-4% -$34.6K ﹤0.01% 811
2018
Q3 		$1.05M Buy
14,088
+2,215
+19% +$156K ﹤0.01% 812
2018
Q2 		$760K Buy
11,873
+375
+3% +$23.1K ﹤0.01% 828
2018
Q1 		$691K Hold
11,498
– – ﹤0.01% 822
2017
Q4 		$864K Sell
11,498
-41
-0.4% -$3.07K ﹤0.01% 818
2017
Q3 		$871K Sell
11,539
-22
-0.2% -$1.7K ﹤0.01% 817
2017
Q2 		$920K Buy
11,561
+99
+0.9% +$7.14K ﹤0.01% 801
2017
Q1 		$739K Sell
11,462
-52
-0.5% -$3.29K ﹤0.01% 797
2016
Q4 		$755K Buy
11,514
+2,802
+32% +$168K ﹤0.01% 796
2016
Q3 		$549K Sell
8,712
-50
-0.6% -$3.02K ﹤0.01% 794
2016
Q2 		$501K Sell
8,762
-170
-2% -$9.38K ﹤0.01% 789
2016
Q1 		$502K Sell
8,932
-1
-0% -$51 ﹤0.01% 814
2015
Q4 		$457K Sell
8,933
-58
-0.6% -$2.9K ﹤0.01% 815
2015
Q3 		$422K Sell
8,991
-171
-2% -$8.14K ﹤0.01% 813
2015
Q2 		$426K Buy
9,162
+204
+2% +$10.2K ﹤0.01% 846
2015
Q1 		$504K Buy
8,958
+816
+10% +$42.7K ﹤0.01% 829
2014
Q4 		$399K Sell
8,142
-1,320
-14% -$62.2K ﹤0.01% 840
2014
Q3 		$394K Sell
9,462
-420
-4% -$18.2K ﹤0.01% 801
2014
Q2 		$430K Buy
9,882
+1,857
+23% +$79.7K ﹤0.01% 756
2014
Q1 		$339K Sell
8,025
-99
-1% -$4.15K ﹤0.01% 757
2013
Q4 		$332K Sell
8,124
-447
-5% -$18.9K ﹤0.01% 761
2013
Q3 		$359K Buy
8,571
+468
+6% +$19.9K ﹤0.01% 746
2013
Q2 		$349K Buy
+8,103
New +$416K ﹤0.01% 728

Other funds holding UHT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UHT Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Universal Health Realty Income Trust (UHT) position steady in Q2 2026 at 12,817 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Sumitomo Mitsui Trust Group first reported a position in UHT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.58M in Q1 2020. 48 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 12,817 shares of Universal Health Realty Income Trust worth $562K as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its Universal Health Realty Income Trust share count unchanged in Q2 2026.
  • Universal Health Realty Income Trust made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #963 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Universal Health Realty Income Trust position peaked at $2.58M in Q1 2020.
  • 48 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.