Trust Company of Vermont’s Universal Health Realty Income Trust UHT Stock Holding History

Trust Company of Vermont’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 Q4	$34.1K	Hold	870	–	–	﹤0.01%	642
2025 Q3	$34.1K	Hold	870	–	–	﹤0.01%	632
2025 Q2	$34.8K	Hold	870	–	–	﹤0.01%	609
2025 Q1	$35.6K	Hold	870	–	–	﹤0.01%	575
2024 Q4	$32.4K	Hold	870	–	–	﹤0.01%	597
2024 Q3	$39.8K	Hold	870	–	–	﹤0.01%	554
2024 Q2	$34.1K	Hold	870	–	–	﹤0.01%	542
2024 Q1	$31.9K	Hold	870	–	–	﹤0.01%	550
2023 Q4	$37.6K	Hold	870	–	–	﹤0.01%	469
2023 Q3	$35.2K	Hold	870	–	–	﹤0.01%	493
2023 Q2	$41.4K	Hold	870	–	–	﹤0.01%	502
2023 Q1	$41.9K	Hold	870	–	–	﹤0.01%	525
2022 Q4	$41.5K	Hold	870	–	–	﹤0.01%	506
2022 Q3	$38K	Hold	870	–	–	﹤0.01%	527
2022 Q2	$46K	Buy	+870	New	+$46K	﹤0.01%	490
2022 Q1	–	Sell	-870	Closed	-$52K	–	711
2021 Q4	$52K	Buy	+870	New	+$50.6K	﹤0.01%	480
2021 Q3	–	Sell	-870	Closed	-$54K	–	684
2021 Q2	$54K	Buy	870 +270	+45%	+$18.3K	﹤0.01%	469
2021 Q1	$41K	Hold	600	–	–	﹤0.01%	492
2020 Q4	$39K	Hold	600	–	–	﹤0.01%	478
2020 Q3	$34K	Hold	600	–	–	﹤0.01%	470
2020 Q2	$48K	Buy	600 +250	+71%	+$23.5K	﹤0.01%	444
2020 Q1	$35K	Hold	350	–	–	﹤0.01%	486
2019 Q4	$41K	Buy	+350	New	+$39.9K	﹤0.01%	502

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Trust Company of Vermont's UHT Position: Q4 2025 in Review

Trust Company of Vermont held its Universal Health Realty Income Trust (UHT) position steady in Q4 2025 at 870 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Trust Company of Vermont first reported a position in UHT in Q4 2019 and has held it in 23 quarters since. The position peaked at $54K in Q2 2021. 183 funds tracked by Wall St. Rank hold UHT as of Q4 2025.

Trust Company of Vermont held 870 shares of Universal Health Realty Income Trust worth $34.1K as of Q4 2025.
Trust Company of Vermont left its Universal Health Realty Income Trust share count unchanged in Q4 2025.
Universal Health Realty Income Trust made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #642 holding.
Trust Company of Vermont first reported a position in Universal Health Realty Income Trust in Q4 2019 and has held it in 23 quarters since.
Trust Company of Vermont's Universal Health Realty Income Trust position peaked at $54K in Q2 2021.
183 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.