AGWCA
UHT

Annis Gardner Whiting Capital Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q3 		– Sell
-5
Closed -$200 – 1424
2025
Q2 		$200 Buy
+5
New +$197 ﹤0.01% 1285

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Geode Capital Management
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Renaissance Technologies
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Dimensional Fund Advisors
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Morgan Stanley
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Ameriprise
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Annis Gardner Whiting Capital Advisors's UHT Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Universal Health Realty Income Trust (UHT) in Q3 2025, closing a stake of 5 shares — an estimated $200 sold.

Annis Gardner Whiting Capital Advisors first reported a position in UHT in Q2 2025 and held it in 1 quarter. The position peaked at $200 in Q2 2025. 177 funds tracked by Wall St. Rank hold UHT as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Universal Health Realty Income Trust position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5 Universal Health Realty Income Trust shares in Q3 2025, an estimated $200.
  • Annis Gardner Whiting Capital Advisors first reported a position in Universal Health Realty Income Trust in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Universal Health Realty Income Trust position peaked at $200 in Q2 2025.
  • 177 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.