Total Wealth Planning & Management’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
Other funds holding UHT
Total Wealth Planning & Management's UHT Position: Q2 2026 in Review
Total Wealth Planning & Management increased its Universal Health Realty Income Trust (UHT) stake by 0.23% in Q2 2026, buying an estimated $1.48K and bringing the position to 16,033 shares worth $703K. The position accounts for 0.48% of the portfolio, ranked #69.
Total Wealth Planning & Management first reported a position in UHT in Q1 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold UHT as of Q2 2026.
- Total Wealth Planning & Management held 16,033 shares of Universal Health Realty Income Trust worth $703K as of Q2 2026.
- Total Wealth Planning & Management bought 36 Universal Health Realty Income Trust shares in Q2 2026, an estimated $1.48K.
- Universal Health Realty Income Trust made up 0.48% of Total Wealth Planning & Management's portfolio in Q2 2026, its #69 holding.
- Total Wealth Planning & Management first reported a position in Universal Health Realty Income Trust in Q1 2025 and has held it in 5 quarters since.
- 185 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.