Tocqueville Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Tocqueville Asset 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
2026 Q2	$759K	Buy	17,300 +2,900	+20%	+$119K	0.01%	402
2026 Q1	$583K	Hold	14,400	–	–	0.01%	416
2025 Q4	$565K	Hold	14,400	–	–	0.01%	436
2025 Q3	$564K	Hold	14,400	–	–	0.01%	419
2025 Q2	$576K	Hold	14,400	–	–	0.01%	404
2025 Q1	$590K	Buy	14,400 +1,500	+12%	+$58.9K	0.01%	393
2024 Q4	$480K	Buy	12,900 +1,000	+8%	+$40.7K	0.01%	428
2024 Q3	$544K	Buy	11,900 +5,500	+86%	+$237K	0.01%	401
2024 Q2	$250K	Sell	6,400 -1,200	-16%	-$43.9K	﹤0.01%	471
2024 Q1	$279K	Sell	7,600 -300	-4%	-$11.9K	﹤0.01%	459
2023 Q4	$342K	Sell	7,900 -2,000	-20%	-$81.5K	0.01%	439
2023 Q3	$400K	Buy	9,900 +1,300	+15%	+$60.2K	0.01%	419
2023 Q2	$409K	Buy	8,600 +2,100	+32%	+$96.5K	0.01%	429
2023 Q1	$313K	Buy	6,500 +500	+8%	+$25.8K	0.01%	451
2022 Q4	$286K	Buy	+6,000	New	+$289K	0.01%	501

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tocqueville Asset Management's UHT Position: Q2 2026 in Review

Tocqueville Asset Management increased its Universal Health Realty Income Trust (UHT) stake by 20% in Q2 2026, buying an estimated $119K and bringing the position to 17,300 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #402.

Tocqueville Asset Management first reported a position in UHT in Q4 2022 and has held it in 15 quarters since. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Tocqueville Asset Management held 17,300 shares of Universal Health Realty Income Trust worth $759K as of Q2 2026.
Tocqueville Asset Management bought 2,900 Universal Health Realty Income Trust shares in Q2 2026, an estimated $119K.
Universal Health Realty Income Trust made up 0.01% of Tocqueville Asset Management's portfolio in Q2 2026, its #402 holding.
Tocqueville Asset Management first reported a position in Universal Health Realty Income Trust in Q4 2022 and has held it in 15 quarters since.
185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Tocqueville Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.