Ameriprise’s Universal Health Realty Income Trust UHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.92M Sell
148,108
-35,813
-19% -$1.43M ﹤0.01% 2229
2025
Q1
$7.53M Buy
183,921
+29,085
+19% +$1.19M ﹤0.01% 1969
2024
Q4
$5.76M Buy
154,836
+526
+0.3% +$19.6K ﹤0.01% 2262
2024
Q3
$7.06M Buy
154,310
+1,390
+0.9% +$63.6K ﹤0.01% 2116
2024
Q2
$5.99M Buy
152,920
+19,959
+15% +$781K ﹤0.01% 2171
2024
Q1
$4.88M Buy
132,961
+752
+0.6% +$27.6K ﹤0.01% 2393
2023
Q4
$5.72M Buy
132,209
+87,790
+198% +$3.8M ﹤0.01% 2247
2023
Q3
$1.8M Sell
44,419
-4,431
-9% -$179K ﹤0.01% 2871
2023
Q2
$2.32M Sell
48,850
-2,794
-5% -$133K ﹤0.01% 2801
2023
Q1
$2.48M Sell
51,644
-1,941
-4% -$93.4K ﹤0.01% 2737
2022
Q4
$2.56M Sell
53,585
-1,628
-3% -$77.7K ﹤0.01% 2699
2022
Q3
$2.39M Sell
55,213
-1,643
-3% -$71K ﹤0.01% 2705
2022
Q2
$3.02M Buy
56,856
+420
+0.7% +$22.3K ﹤0.01% 2606
2022
Q1
$3.29M Sell
56,436
-1,249
-2% -$72.9K ﹤0.01% 2679
2021
Q4
$3.43M Buy
57,685
+601
+1% +$35.8K ﹤0.01% 2712
2021
Q3
$3.16M Sell
57,084
-2,474
-4% -$137K ﹤0.01% 2671
2021
Q2
$3.67M Sell
59,558
-1,570
-3% -$96.6K ﹤0.01% 2657
2021
Q1
$4.14M Buy
61,128
+1,201
+2% +$81.4K ﹤0.01% 2501
2020
Q4
$3.86M Sell
59,927
-1,242
-2% -$79.9K ﹤0.01% 2438
2020
Q3
$3.49M Sell
61,169
-6,479
-10% -$369K ﹤0.01% 2328
2020
Q2
$5.38M Sell
67,648
-3,264
-5% -$259K ﹤0.01% 2021
2020
Q1
$7.15M Buy
70,912
+690
+1% +$69.6K ﹤0.01% 1646
2019
Q4
$8.24M Sell
70,222
-1,240
-2% -$146K ﹤0.01% 1905
2019
Q3
$7.35M Sell
71,462
-1,545
-2% -$159K ﹤0.01% 1935
2019
Q2
$6.2M Sell
73,007
-1,675
-2% -$142K ﹤0.01% 2085
2019
Q1
$5.65M Sell
74,682
-2,355
-3% -$178K ﹤0.01% 2141
2018
Q4
$4.73M Buy
77,037
+2,660
+4% +$163K ﹤0.01% 2146
2018
Q3
$5.53M Sell
74,377
-5,750
-7% -$428K ﹤0.01% 2277
2018
Q2
$5.13M Buy
80,127
+1,550
+2% +$99.2K ﹤0.01% 2227
2018
Q1
$4.73M Buy
78,577
+6,461
+9% +$389K ﹤0.01% 2212
2017
Q4
$5.42M Sell
72,116
-277
-0.4% -$20.8K ﹤0.01% 2069
2017
Q3
$5.47M Buy
72,393
+5,100
+8% +$385K ﹤0.01% 2030
2017
Q2
$5.35M Buy
67,293
+308
+0.5% +$24.5K ﹤0.01% 2018
2017
Q1
$4.32M Buy
66,985
+2,402
+4% +$155K ﹤0.01% 2151
2016
Q4
$4.24M Buy
64,583
+1,510
+2% +$99K ﹤0.01% 2162
2016
Q3
$3.98M Buy
63,073
+2,670
+4% +$168K ﹤0.01% 2150
2016
Q2
$3.45M Buy
60,403
+1,919
+3% +$110K ﹤0.01% 2204
2016
Q1
$3.29M Buy
58,484
+36
+0.1% +$2.03K ﹤0.01% 2232
2015
Q4
$2.92M Sell
58,448
-704
-1% -$35.2K ﹤0.01% 2397
2015
Q3
$2.78M Sell
59,152
-6,543
-10% -$307K ﹤0.01% 2417
2015
Q2
$3.05M Buy
65,695
+1,165
+2% +$54.1K ﹤0.01% 2475
2015
Q1
$3.63M Buy
64,530
+5,888
+10% +$331K ﹤0.01% 2265
2014
Q4
$2.82M Buy
58,642
+213
+0.4% +$10.3K ﹤0.01% 2388
2014
Q3
$2.44M Buy
58,429
+1,966
+3% +$81.9K ﹤0.01% 2426
2014
Q2
$2.46M Buy
56,463
+3,322
+6% +$144K ﹤0.01% 2449
2014
Q1
$2.25M Buy
53,141
+1,376
+3% +$58.1K ﹤0.01% 2438
2013
Q4
$2.07M Buy
51,765
+1,633
+3% +$65.4K ﹤0.01% 2453
2013
Q3
$2.1M Sell
50,132
-27,022
-35% -$1.13M ﹤0.01% 2417
2013
Q2
$3.33M Buy
+77,154
New +$3.33M ﹤0.01% 2109