AG
UHT

Algert Global’s Universal Health Realty Income Trust UHT Stock Holding History

Algert Global’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
2026
Q1 		$914K Buy
22,596
+4,492
+25% +$186K 0.01% 875
2025
Q4 		$710K Sell
18,104
-5,088
-22% -$198K 0.01% 898
2025
Q3 		$908K Sell
23,192
-210
-0.9% -$8.45K 0.02% 849
2025
Q2 		$935K Buy
23,402
+1,860
+9% +$73.1K 0.02% 821
2025
Q1 		$882K Hold
21,542
– – 0.02% 797
2024
Q4 		$802K Buy
21,542
+1,197
+6% +$48.8K 0.02% 832
2024
Q3 		$931K Buy
20,345
+13,280
+188% +$571K 0.03% 761
2024
Q2 		$277K Buy
+7,065
New +$258K 0.01% 1153

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Geode Capital Management
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VIM
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Bank of New York Mellon
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return