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Universal Health Realty Income Trust shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Universal Health Realty Income Trust (UHT) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Universal Health Realty Income Trust

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All positions including Universal Health Realty Income Trust held by Jones Financial Companies, L.L 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 Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 260 39.10
2025-06-30 $7.5k 189 39.92
2025-03-31 $7.2k 176 40.67
2024-12-31 $484 13 37.23

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

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