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Universal Health Realty Income Trust shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Universal Health Realty Income Trust (UHT) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management 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 Total Wealth Planning & Management 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $498k 13k 39.21
2025-06-30 $450k 11k 39.97
2025-03-31 $465k 11k 40.96

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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
Dimensional Fund Advisors
ProShare Advisors
AQR Capital Management
Charles Schwab Investment Management
Invesco
Qube Research & Technologies
Northern Trust
Jpmorgan Chase & Co

View all funds holding Universal Health Realty Income Trust