AG
UHT

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

Aperio 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
2020
Q4 		$577K Sell
8,972
-3,191
-26% -$194K ﹤0.01% 1897
2020
Q3 		$693K Buy
12,163
+163
+1% +$11K ﹤0.01% 1632
2020
Q2 		$954K Sell
12,000
-1,610
-12% -$152K ﹤0.01% 1435
2020
Q1 		$1.37M Sell
13,610
-130
-0.9% -$14.3K 0.01% 1176
2019
Q4 		$1.61M Buy
13,740
+595
+5% +$67.7K 0.01% 1190
2019
Q3 		$1.35M Buy
13,145
+1,143
+10% +$108K 0.01% 1235
2019
Q2 		$1.02M Sell
12,002
-34
-0.3% -$2.79K ﹤0.01% 1397
2019
Q1 		$911K Buy
12,036
+338
+3% +$24.1K ﹤0.01% 1408
2018
Q4 		$718K Buy
11,698
+329
+3% +$22.3K ﹤0.01% 1482
2018
Q3 		$846K Buy
11,369
+351
+3% +$24.7K ﹤0.01% 1505
2018
Q2 		$705K Buy
11,018
+84
+0.8% +$5.18K ﹤0.01% 1575
2018
Q1 		$657K Sell
10,934
-122
-1% -$7.63K ﹤0.01% 1562
2017
Q4 		$830K Buy
11,056
+224
+2% +$16.8K ﹤0.01% 1420
2017
Q3 		$818K Sell
10,832
-371
-3% -$28.6K ﹤0.01% 1389
2017
Q2 		$891K Buy
11,203
+116
+1% +$8.36K 0.01% 1298
2017
Q1 		$715K Buy
11,087
+92
+0.8% +$5.82K ﹤0.01% 1340
2016
Q4 		$721K Buy
10,995
+724
+7% +$43.5K 0.01% 1299
2016
Q3 		$647K Buy
10,271
+578
+6% +$34.9K ﹤0.01% 1311
2016
Q2 		$554K Buy
9,693
+229
+2% +$12.6K ﹤0.01% 1329
2016
Q1 		$532K Buy
9,464
+866
+10% +$44.4K ﹤0.01% 1330
2015
Q4 		$430K Sell
8,598
-247
-3% -$12.3K ﹤0.01% 1421
2015
Q3 		$415K Sell
8,845
-409
-4% -$19.5K ﹤0.01% 1406
2015
Q2 		$430K Buy
9,254
+1,452
+19% +$72.3K ﹤0.01% 1412
2015
Q1 		$439K Buy
7,802
+319
+4% +$16.7K ﹤0.01% 1346
2014
Q4 		$360K Buy
7,483
+2,093
+39% +$98.7K ﹤0.01% 1398
2014
Q3 		$225K Buy
5,390
+91
+2% +$3.94K ﹤0.01% 1540
2014
Q2 		$230K Buy
+5,299
New +$227K ﹤0.01% 1548

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aperio Group's UHT Position: Q4 2020 in Review

Aperio Group reduced its Universal Health Realty Income Trust (UHT) stake by 26% in Q4 2020, selling an estimated $194K and leaving 8,972 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

Aperio Group first reported a position in UHT in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.61M in Q4 2019. 150 funds tracked by Wall St. Rank hold UHT as of Q4 2020.

  • Aperio Group held 8,972 shares of Universal Health Realty Income Trust worth $577K as of Q4 2020.
  • Aperio Group sold 3,191 Universal Health Realty Income Trust shares in Q4 2020, an estimated $194K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1897 holding.
  • Aperio Group first reported a position in Universal Health Realty Income Trust in Q2 2014 and has held it in 27 quarters since.
  • Aperio Group's Universal Health Realty Income Trust position peaked at $1.61M in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.