Wealth Enhancement Advisory Services
UHT

Wealth Enhancement Advisory Services’s Universal Health Realty Income Trust UHT Stock Holding History

Wealth Enhancement Advisory Services’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 		$313K Buy
7,260
+554
+8% +$22.8K ﹤0.01% 3165
2026
Q1 		$274K Buy
6,706
+990
+17% +$41.1K ﹤0.01% 2866
2025
Q4 		$227K Buy
+5,716
New +$223K ﹤0.01% 3167

Other funds holding UHT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's UHT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Universal Health Realty Income Trust (UHT) stake by 8.3% in Q2 2026, buying an estimated $22.8K and bringing the position to 7,260 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Wealth Enhancement Advisory Services first reported a position in UHT in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,260 shares of Universal Health Realty Income Trust worth $313K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 554 Universal Health Realty Income Trust shares in Q2 2026, an estimated $22.8K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3165 holding.
  • Wealth Enhancement Advisory Services first reported a position in Universal Health Realty Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.