A detailed history of Total Wealth Planning & Management, Inc. transactions in Universal Health Realty Income Trust stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 11,266 shares of UHT stock, worth $436,106. This represents 0.36% of its overall portfolio holdings.

Number of Shares
11,266
Previous 11,350 0.74%
Holding current value
$436,106
Previous $465 Million 3.14%
% of portfolio
0.36%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

SELL
$36.71 - $41.51 $3,083 - $3,486
-84 Reduced 0.74%
11,266 $450 Million
Q1 2025

Apr 24, 2025

BUY
$35.13 - $42.02 $398,725 - $476,927
11,350 New
11,350 $465 Million

Others Institutions Holding UHT

About UNIVERSAL HEALTH REALTY INCOME TRUST


  • Ticker UHT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 13,802,200
  • Market Cap $534M
  • Description
  • Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including acute care hospitals, rehabilitation hospitals, sub-acute care facilities, medical/office buildings, free-standing emergency departments and childcare centers. We have investments in seventy-one properties lo...
More about UHT
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.