SW
UHT

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

SVB Wealth’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
-65
Closed -$2.66K – 1555
2025
Q1 		$2.66K Buy
+65
New +$2.55K ﹤0.01% 1170

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

SVB Wealth's UHT Position: Q2 2025 in Review

SVB Wealth sold out of Universal Health Realty Income Trust (UHT) in Q2 2025, closing a stake of 65 shares — an estimated $2.66K sold.

SVB Wealth first reported a position in UHT in Q1 2025 and held it in 1 quarter. The position peaked at $2.66K in Q1 2025. 171 funds tracked by Wall St. Rank hold UHT as of Q2 2025.

  • SVB Wealth reported no remaining Universal Health Realty Income Trust position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 65 Universal Health Realty Income Trust shares in Q2 2025, an estimated $2.66K.
  • SVB Wealth first reported a position in Universal Health Realty Income Trust in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Universal Health Realty Income Trust position peaked at $2.66K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.