AWM
UHT

Avior Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-2
Closed -$73 – 3653
2024
Q1 		$73 Buy
+2
New +$79 ﹤0.01% 3327

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
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

Avior Wealth Management's UHT Position: Q2 2024 in Review

Avior Wealth Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2024, closing a stake of 2 shares — an estimated $73 sold.

Avior Wealth Management first reported a position in UHT in Q1 2024 and held it in 1 quarter. The position peaked at $73 in Q1 2024. 158 funds tracked by Wall St. Rank hold UHT as of Q2 2024.

  • Avior Wealth Management reported no remaining Universal Health Realty Income Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 Universal Health Realty Income Trust shares in Q2 2024, an estimated $73.
  • Avior Wealth Management first reported a position in Universal Health Realty Income Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Universal Health Realty Income Trust position peaked at $73 in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.