AG
UHT

Advisor Group’s Universal Health Realty Income Trust UHT Stock Holding History

Advisor Group’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$687K Sell
5,849
-168
-3% -$19.1K ﹤0.01% 1450
2019
Q3 		$619K Buy
6,017
+1,924
+47% +$181K ﹤0.01% 1455
2019
Q2 		$347K Sell
4,093
-158
-4% -$13K ﹤0.01% 1880
2019
Q1 		$321K Buy
4,251
+1,716
+68% +$122K ﹤0.01% 1919
2018
Q4 		$155K Buy
2,535
+486
+24% +$32.9K ﹤0.01% 2286
2018
Q3 		$152K Hold
2,049
– – ﹤0.01% 2396
2018
Q2 		$132K Sell
2,049
-12
-0.6% -$740 ﹤0.01% 2293
2018
Q1 		$124K Sell
2,061
-584
-22% -$36.5K ﹤0.01% 2380
2017
Q4 		$198K Buy
2,645
+1,422
+116% +$107K ﹤0.01% 2017
2017
Q3 		$92K Buy
1,223
+211
+21% +$16.3K ﹤0.01% 2481
2017
Q2 		$81K Sell
1,012
-41
-4% -$2.96K ﹤0.01% 2487
2017
Q1 		$68K Buy
1,053
+6
+0.6% +$380 ﹤0.01% 2461
2016
Q4 		$69K Buy
1,047
+214
+26% +$12.9K ﹤0.01% 2348
2016
Q3 		$53K Sell
833
-1
-0.1% -$60 ﹤0.01% 2496
2016
Q2 		$47K Buy
+834
New +$46K ﹤0.01% 2461

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group's UHT Position: Q4 2019 in Review

Advisor Group reduced its Universal Health Realty Income Trust (UHT) stake by 2.8% in Q4 2019, selling an estimated $19.1K and leaving 5,849 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Advisor Group first reported a position in UHT in Q2 2016 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold UHT as of Q4 2019.

  • Advisor Group held 5,849 shares of Universal Health Realty Income Trust worth $687K as of Q4 2019.
  • Advisor Group sold 168 Universal Health Realty Income Trust shares in Q4 2019, an estimated $19.1K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1450 holding.
  • Advisor Group first reported a position in Universal Health Realty Income Trust in Q2 2016 and has held it in 15 quarters since.
  • 182 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.