TWPM
UHT

Total Wealth Planning & Management’s Universal Health Realty Income Trust UHT Stock Holding History

Total Wealth Planning & 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
Q1 		$647K Buy
15,997
+3,296
+26% +$137K 0.51% 70
2025
Q4 		$498K Buy
+12,701
New +$495K 0.4% 81
2025
Q2 		$450K Sell
11,266
-84
-0.7% -$3.3K 0.39% 94
2025
Q1 		$465K Buy
+11,350
New +$446K 0.48% 72

Other funds holding UHT

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VPM
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VCM
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State Street
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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