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Universal Health Realty Income Trust shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Universal Health Realty Income Trust (UHT) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Universal Health Realty Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Universal Health Realty Income Trust held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Universal Health Realty Income Trust by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.3k 33 38.70

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First Trust Laddered Buffer ETF Etf (BUFR)
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Legacy Ed Stock (LGCY)
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First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Universal Health Realty Income Trust

BlackRock
Vanguard Group
State Street Corporation
Mirae Asset Global Etfs Holdings
Geode Capital Management
Bank of New York Mellon
Renaissance Technologies
Morgan Stanley
Dimensional Fund Advisors
Ameriprise Financial
ProShare Advisors
Invesco
AQR Capital Management
Northern Trust
Charles Schwab Investment Management

View all funds holding Universal Health Realty Income Trust