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Universal Health Realty Income Trust shares owned by Rise Advisors

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

Historical chart of Rise Advisors 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 Rise Advisors 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 Rise Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 379 39.14
2025-06-30 $16k 398 39.93
2024-12-31 $20k 535 37.24
2024-09-30 $24k 525 45.73
2024-06-30 $20k 517 39.10
2024-03-31 $18k 497 36.71

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Vanguard Core Bond Etf 0 (VCRB)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Fidelity Total Bond Etf 0 (FBND)
Janus Henderson Small/mid Cap Growth Alpha Etf 0 (JSMD)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Ft Vest Laddered Moderate Buffer Etf 0 (BUFZ)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Apple 0 (AAPL)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Energy Select Sector Spdr Fund 0 (XLE)

View all positions for Rise Advisors

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