Cambridge Investment Research Advisors
UHT

Cambridge Investment Research Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Cambridge Investment Research 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
2023
Q3 		– Sell
-5,485
Closed -$261K – 3266
2023
Q2 		$261K Sell
5,485
-2,261
-29% -$104K ﹤0.01% 2660
2023
Q1 		$373K Buy
7,746
+293
+4% +$15.1K ﹤0.01% 2294
2022
Q4 		$356K Buy
7,453
+2,419
+48% +$117K ﹤0.01% 2295
2022
Q3 		$218K Buy
5,034
+1,026
+26% +$52.4K ﹤0.01% 2631
2022
Q2 		$213K Buy
4,008
+157
+4% +$8.3K ﹤0.01% 2681
2022
Q1 		$225K Sell
3,851
-129
-3% -$7.48K ﹤0.01% 2785
2021
Q4 		$237K Buy
+3,980
New +$231K ﹤0.01% 2735
2020
Q1 		– Sell
-3,471
Closed -$407K – 2478
2019
Q4 		$407K Sell
3,471
-149
-4% -$17K ﹤0.01% 1714
2019
Q3 		$372K Sell
3,620
-60
-2% -$5.65K ﹤0.01% 1690
2019
Q2 		$313K Hold
3,680
– – ﹤0.01% 1722
2019
Q1 		$279K Sell
3,680
-2,584
-41% -$184K ﹤0.01% 1861
2018
Q4 		$384K Sell
6,264
-187
-3% -$12.7K ﹤0.01% 1487
2018
Q3 		$480K Buy
6,451
+52
+0.8% +$3.66K ﹤0.01% 1469
2018
Q2 		$409K Buy
6,399
+1
+0% +$62 ﹤0.01% 1521
2018
Q1 		$385K Hold
6,398
– – ﹤0.01% 1497
2017
Q4 		$481K Sell
6,398
-199
-3% -$14.9K 0.01% 1346
2017
Q3 		$498K Buy
6,597
+466
+8% +$35.9K 0.01% 1259
2017
Q2 		$488K Buy
+6,131
New +$442K 0.01% 1217
2016
Q4 		– Sell
-5,141
Closed -$324K – 1814
2016
Q3 		$324K Buy
+5,141
New +$310K 0.01% 1256
2016
Q2 		– Sell
-4,210
Closed -$237K – 1677
2016
Q1 		$237K Hold
4,210
– – 0.01% 1308
2015
Q4 		$211K Buy
+4,210
New +$210K 0.01% 1336
2015
Q2 		– Sell
-3,610
Closed -$203K – 1491
2015
Q1 		$203K Buy
+3,610
New +$189K 0.01% 1249

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's UHT Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Universal Health Realty Income Trust (UHT) in Q3 2023, closing a stake of 5,485 shares — an estimated $261K sold.

Cambridge Investment Research Advisors first reported a position in UHT in Q1 2015 and held it in 22 quarters. The position peaked at $498K in Q3 2017. 159 funds tracked by Wall St. Rank hold UHT as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Universal Health Realty Income Trust position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,485 Universal Health Realty Income Trust shares in Q3 2023, an estimated $261K.
  • Cambridge Investment Research Advisors first reported a position in Universal Health Realty Income Trust in Q1 2015 and held it in 22 quarters.
  • Cambridge Investment Research Advisors's Universal Health Realty Income Trust position peaked at $498K in Q3 2017.
  • 159 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.