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 Q3	$270K	Sell	7,197 -63	-0.9%	-$2.63K	﹤0.01%	3456
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

John Boyer Inc Tampa, Florida $126M AUM 18.78% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's UHT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Universal Health Realty Income Trust (UHT) stake by 0.87% in Q3 2026, selling an estimated $2.63K and leaving 7,197 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

Wealth Enhancement Advisory Services first reported a position in UHT in Q4 2025 and has held it in 4 quarters since. The position peaked at $313K in Q2 2026. 39 funds tracked by Wall St. Rank hold UHT as of Q3 2026.

Wealth Enhancement Advisory Services held 7,197 shares of Universal Health Realty Income Trust worth $270K as of Q3 2026.
Wealth Enhancement Advisory Services sold 63 Universal Health Realty Income Trust shares in Q3 2026, an estimated $2.63K.
Universal Health Realty Income Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3456 holding.
Wealth Enhancement Advisory Services first reported a position in Universal Health Realty Income Trust in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's Universal Health Realty Income Trust position peaked at $313K in Q2 2026.
39 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.