CPA
UHT

Capital Performance Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-34
Closed -$1.56K – 2537
2024
Q3 		$1.56K Buy
+34
New +$1.46K ﹤0.01% 1683

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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Performance Advisors's UHT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 34 shares — an estimated $1.56K sold.

Capital Performance Advisors first reported a position in UHT in Q3 2024 and held it in 1 quarter. The position peaked at $1.56K in Q3 2024. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 34 Universal Health Realty Income Trust shares in Q4 2024, an estimated $1.56K.
  • Capital Performance Advisors first reported a position in Universal Health Realty Income Trust in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Health Realty Income Trust position peaked at $1.56K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.