Y-Intercept (HK)’s Universal Health Realty Income Trust UHT Stock Holding History

Y-Intercept (HK)’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	$1.26M	Buy	+28,629	New	+$1.18M	0.02%	943
2025 Q4	–	Sell	-19,522	Closed	-$765K	–	2005
2025 Q3	$765K	Buy	+19,522	New	+$786K	0.02%	1098
2024 Q3	–	Sell	-7,024	Closed	-$275K	–	1820
2024 Q2	$275K	Sell	7,024 -262	-4%	-$9.58K	0.02%	1058
2024 Q1	$267K	Buy	+7,286	New	+$289K	0.02%	1006
2023 Q4	–	Sell	-8,930	Closed	-$361K	–	1659
2023 Q3	$361K	Buy	+8,930	New	+$414K	0.04%	686

Other funds holding UHT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Y-Intercept (HK)'s UHT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Universal Health Realty Income Trust (UHT) in Q2 2026: 28,629 shares worth $1.26M. The stake represents 0.02% of the portfolio and ranks #943 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in UHT as recently as Q3 2025.

Y-Intercept (HK) first reported a position in UHT in Q3 2023 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold UHT as of Q2 2026.

Y-Intercept (HK) held 28,629 shares of Universal Health Realty Income Trust worth $1.26M as of Q2 2026.
Universal Health Realty Income Trust was a new Y-Intercept (HK) position in Q2 2026.
Universal Health Realty Income Trust made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #943 holding.
Y-Intercept (HK) first reported a position in Universal Health Realty Income Trust in Q3 2023 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.