UBS AM
UHT

UBS AM’s Universal Health Realty Income Trust UHT Stock Holding History

UBS AM’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 		$101K Buy
2,485
+2,042
+461% +$84.7K ﹤0.01% 2840
2025
Q4 		$17.4K Buy
+443
New +$17.3K ﹤0.01% 2761
2025
Q3 		– Sell
-12,940
Closed -$517K – 2607
2025
Q2 		$517K Sell
12,940
-719
-5% -$28.3K ﹤0.01% 2482
2025
Q1 		$559K Hold
13,659
– – ﹤0.01% 2478
2024
Q4 		$508K Sell
13,659
-11,142
-45% -$454K ﹤0.01% 2550
2024
Q3 		$1.13M Buy
24,801
+5,994
+32% +$258K ﹤0.01% 2335
2024
Q2 		$736K Buy
18,807
+5,638
+43% +$206K ﹤0.01% 2510
2024
Q1 		$483K Sell
13,169
-36,749
-74% -$1.46M ﹤0.01% 2298
2023
Q4 		$2.16M Sell
49,918
-2,425
-5% -$98.9K ﹤0.01% 1658
2023
Q3 		$2.12M Sell
52,343
-2,933
-5% -$136K ﹤0.01% 1596
2023
Q2 		$2.66M Hold
55,276
– – ﹤0.01% 1523
2023
Q1 		$2.66M Buy
+55,276
New +$2.85M ﹤0.01% 1523
2022
Q4 		– Sell
-47,931
Closed -$2.07M – 2734
2022
Q3 		$2.07M Sell
47,931
-5,349
-10% -$273K ﹤0.01% 1576
2022
Q2 		$2.84M Sell
53,280
-136
-0.3% -$7.19K ﹤0.01% 1463
2022
Q1 		$3.12M Hold
53,416
– – ﹤0.01% 1560
2021
Q4 		$3.18M Buy
53,416
+4,121
+8% +$240K ﹤0.01% 1638
2021
Q3 		$2.72M Buy
49,295
+649
+1% +$38.2K ﹤0.01% 1695
2021
Q2 		$2.99M Buy
48,646
+246
+0.5% +$16.6K ﹤0.01% 1663
2021
Q1 		$3.28M Buy
48,400
+1,664
+4% +$110K ﹤0.01% 1536
2020
Q4 		$3M Buy
46,736
+5,700
+14% +$346K ﹤0.01% 1525
2020
Q3 		$2.34M Buy
41,036
+1,753
+4% +$118K ﹤0.01% 1490
2020
Q2 		$3.12M Buy
39,283
+268
+0.7% +$25.2K ﹤0.01% 1336
2020
Q1 		$3.93M Buy
39,015
+3,295
+9% +$363K ﹤0.01% 1134
2019
Q4 		$4.19M Buy
35,720
+1,448
+4% +$165K ﹤0.01% 1263
2019
Q3 		$3.52M Buy
34,272
+4,032
+13% +$380K ﹤0.01% 1349
2019
Q2 		$2.57M Sell
30,240
-1,116
-4% -$91.7K ﹤0.01% 1465
2019
Q1 		$2.37M Sell
31,356
-1,689
-5% -$120K ﹤0.01% 1436
2018
Q4 		$2.03M Buy
33,045
+200
+0.6% +$13.6K ﹤0.01% 1424
2018
Q3 		$2.44M Buy
32,845
+1,133
+4% +$79.7K ﹤0.01% 1424
2018
Q2 		$2.03M Buy
31,712
+1,900
+6% +$117K ﹤0.01% 1504
2018
Q1 		$1.79M Buy
29,812
+3,513
+13% +$220K ﹤0.01% 1515
2017
Q4 		$1.98M Buy
26,299
+1,639
+7% +$123K ﹤0.01% 1442
2017
Q3 		$1.86M Hold
24,660
– – ﹤0.01% 1436
2017
Q2 		$1.96M Hold
24,660
– – ﹤0.01% 1380
2017
Q1 		$1.59M Buy
24,660
+2,908
+13% +$184K ﹤0.01% 1445
2016
Q4 		$1.43M Buy
21,752
+1,074
+5% +$64.5K ﹤0.01% 1425
2016
Q3 		$1.3M Buy
20,678
+317
+2% +$19.1K ﹤0.01% 1565
2016
Q2 		$1.16M Hold
20,361
– – ﹤0.01% 1580
2016
Q1 		$1.15M Sell
20,361
-10,666
-34% -$547K ﹤0.01% 1581
2015
Q4 		$1.55M Buy
31,027
+1,172
+4% +$58.6K ﹤0.01% 1558
2015
Q3 		$1.4M Buy
29,855
+2,800
+10% +$133K ﹤0.01% 1585
2015
Q2 		$1.26M Buy
27,055
+500
+2% +$24.9K ﹤0.01% 1599
2015
Q1 		$1.49M Hold
26,555
– – ﹤0.01% 1482
2014
Q4 		$1.28M Buy
26,555
+4,900
+23% +$231K ﹤0.01% 1510
2014
Q3 		$903K Hold
21,655
– – ﹤0.01% 1604
2014
Q2 		$942K Buy
21,655
+2,100
+11% +$90.1K ﹤0.01% 1597
2014
Q1 		$826K Buy
19,555
+3,400
+21% +$143K ﹤0.01% 1632
2013
Q4 		$647K Buy
16,155
+600
+4% +$25.4K ﹤0.01% 1685
2013
Q3 		$651K Sell
15,555
-2,300
-13% -$97.7K ﹤0.01% 1662
2013
Q2 		$770K Buy
+17,855
New +$916K ﹤0.01% 1545

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

UBS AM's UHT Position: Q1 2026 in Review

UBS AM increased its Universal Health Realty Income Trust (UHT) stake by 461% in Q1 2026, buying an estimated $84.7K and bringing the position to 2,485 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

UBS AM first reported a position in UHT in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.19M in Q4 2019. 187 funds tracked by Wall St. Rank hold UHT as of Q1 2026.

  • UBS AM held 2,485 shares of Universal Health Realty Income Trust worth $101K as of Q1 2026.
  • UBS AM bought 2,042 Universal Health Realty Income Trust shares in Q1 2026, an estimated $84.7K.
  • Universal Health Realty Income Trust made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2840 holding.
  • UBS AM first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 50 quarters since.
  • UBS AM's Universal Health Realty Income Trust position peaked at $4.19M in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.