WANY
UHT

Wealthspire Advisors (New York)’s Universal Health Realty Income Trust UHT Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-307
Closed -$12K – 2787
2025
Q3 		$12K Buy
+307
New +$12.4K ﹤0.01% 1925

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State Street
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Mirae Asset Global ETFs Holdings
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s UHT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Universal Health Realty Income Trust (UHT) in Q4 2025, closing a stake of 307 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in UHT in Q3 2025 and held it in 1 quarter. The position peaked at $12K in Q3 2025. 183 funds tracked by Wall St. Rank hold UHT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Universal Health Realty Income Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 307 Universal Health Realty Income Trust shares in Q4 2025, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in Universal Health Realty Income Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Universal Health Realty Income Trust position peaked at $12K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.