UHT · Universal Health Realty Income Trust · Held by Funds
$36.62
+0.19 (+0.52%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$537.18M
Shares
13.90M
Volume · Oct 2
255.25K
Avg daily vol (3M)
115.78K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UHT
170 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 487,904 | $21,184,792 | 0.03% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 399,923 | $17,540,623 | 0.00% | Long | 2026-06-30 | |
| Global X SuperDividend U.S. ETF | DIV | 350,291 | $15,209,635 | 1.94% | Long | 2026-07-31 | |
| iShares Russell 2000 ETF | IWM | 344,748 | $15,120,647 | 0.02% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 149,990 | $6,512,566 | 0.02% | Long | 2026-07-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 148,476 | $6,512,157 | 0.01% | Long | 2026-06-30 | |
| ProShares Russell 2000 Dividend Growers ETF | SMDV | 144,537 | $5,991,059 | 0.91% | Long | 2026-05-31 | |
| iShares Russell 2000 Growth ETF | IWO | 110,508 | $4,846,881 | 0.03% | Long | 2026-06-30 | |
| VANGUARD STRATEGIC EQUITY FUND | VSEQX | 94,854 | $4,160,296 | 0.03% | Long | 2026-06-30 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 86,090 | $3,738,028 | 0.03% | Long | 2026-07-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 70,810 | $3,074,570 | 0.04% | Long | 2026-07-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 69,390 | $2,876,216 | 0.01% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 66,167 | $2,742,622 | 0.02% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 61,078 | $2,531,683 | 0.01% | Long | 2026-05-31 | |
| Invesco S&P SmallCap Low Volatility ETF | XSLV | 54,371 | $2,253,678 | 0.96% | Long | 2026-05-31 | |
| DFA Global Real Estate Securities Portfolio | — | 49,650 | $2,155,803 | 0.03% | Long | 2026-07-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 48,660 | $2,134,228 | 0.07% | Long | 2026-06-30 | |
| iShares Core U.S. REIT ETF | USRT | 48,456 | $2,103,960 | 0.05% | Long | 2026-07-31 | |
| iShares Micro-Cap ETF | IWC | 43,815 | $1,921,726 | 0.13% | Long | 2026-06-30 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 44,438 | $1,841,955 | 0.03% | Long | 2026-05-31 | |
| Invesco S&P SmallCap High Dividend Low Volatility ETF | XSHD | 43,405 | $1,799,137 | 2.48% | Long | 2026-05-31 | |
| Schwab Global Real Estate Fund | SWASX | 33,432 | $1,385,756 | 0.52% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 31,842 | $1,382,580 | 0.02% | Long | 2026-07-31 | |
| Fidelity Real Estate Index Fund | FSRNX | 29,433 | $1,277,981 | 0.04% | Long | 2026-07-31 | |
| Hoya Capital High Dividend Yield ETF | RIET | 29,192 | $1,210,008 | 1.16% | Long | 2026-05-31 | |
| SPDR(R) S & P 600 Small Cap ETF | SLY | 23,829 | $1,146,413 | 0.07% | Long | 2023-03-31 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 26,122 | $1,145,711 | 0.02% | Long | 2026-06-30 | |
| Dimensional Global Real Estate ETF | DFGR | 25,177 | $1,093,185 | 0.03% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 25,161 | $1,042,923 | 0.00% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 22,982 | $1,007,991 | 0.02% | Long | 2026-06-30 | |
| iShares Residential and Multisector Real Estate ETF | REZ | 22,896 | $1,004,219 | 0.11% | Long | 2026-06-30 | |
| LVIP Nomura U.S. REIT Fund | — | 22,338 | $979,745 | 0.25% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | RWR | 22,121 | $970,227 | 0.05% | Long | 2026-06-30 | |
| Fidelity Series Total Market Index Fund | FCFMX | 21,599 | $895,279 | 0.00% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF | SMLV | 19,103 | $837,858 | 0.33% | Long | 2026-06-30 | |
| Columbia Small Cap Index Fund | — | 19,054 | $789,788 | 0.03% | Long | 2026-05-31 | |
| Nuveen Small Cap Blend Index Fund | — | 17,982 | $780,778 | 0.02% | Long | 2026-07-31 | |
| Horizon Multi-Factor Small/Mid Cap Fund | — | 18,767 | $777,892 | 0.10% | Long | 2026-05-31 | |
| Dimensional US Real Estate ETF | DFAR | 16,833 | $730,889 | 0.04% | Long | 2026-07-31 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 16,753 | $727,415 | 0.04% | Long | 2026-07-31 | |
| Principal U.S. Small-Cap ETF | PSC | 16,441 | $721,102 | 0.03% | Long | 2026-06-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 14,645 | $642,330 | 0.00% | Long | 2026-06-30 | |
| Empower Real Estate Index Fund | — | 14,594 | $640,093 | 0.04% | Long | 2026-06-30 | |
| EQ/2000 Managed Volatility Portfolio | — | 14,335 | $628,733 | 0.02% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Dividend Fund | DES | 14,065 | $616,891 | 0.03% | Long | 2026-06-30 | |
| SMALL COMPANY GROWTH PORTFOLIO | — | 13,777 | $604,259 | 0.04% | Long | 2026-06-30 | |
| iShares Russell 2000 Value ETF | IWN | 12,398 | $543,776 | 0.00% | Long | 2026-06-30 | |
| Fidelity Small Cap Growth Index Fund | FECGX | 11,029 | $483,732 | 0.03% | Long | 2026-06-30 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 11,486 | $476,095 | 0.03% | Long | 2026-05-31 | |
| Nuveen Equity Index Fund | — | 10,243 | $444,751 | 0.00% | Long | 2026-07-31 |
Showing 1–50 of 170 positions