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UHT

Belpointe Asset Management’s Universal Health Realty Income Trust UHT Stock Holding History

Belpointe Asset 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
Q1 		– Sell
-7,000
Closed -$303K – 838
2023
Q4 		$303K Hold
7,000
– – 0.03% 517
2023
Q3 		$283K Hold
7,000
– – 0.03% 492
2023
Q2 		$333K Sell
7,000
-580
-8% -$26.6K 0.04% 413
2023
Q1 		$365K Buy
7,580
+3,025
+66% +$156K 0.02% 668
2022
Q4 		$217K Buy
+4,555
New +$220K 0.01% 861

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belpointe Asset Management's UHT Position: Q1 2024 in Review

Belpointe Asset Management sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 7,000 shares — an estimated $303K sold.

Belpointe Asset Management first reported a position in UHT in Q4 2022 and held it in 5 quarters. The position peaked at $365K in Q1 2023. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

  • Belpointe Asset Management reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 7,000 Universal Health Realty Income Trust shares in Q1 2024, an estimated $303K.
  • Belpointe Asset Management first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's Universal Health Realty Income Trust position peaked at $365K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.