Cetera Advisor Networks’s Universal Health Realty Income Trust UHT Stock Holding History

Cetera Advisor Networks’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 Q4	–	Sell	-6,095	Closed	-$246K	–	2869
2023 Q3	$246K	Buy	6,095 +15	+0.2%	+$695	﹤0.01%	2275
2023 Q2	$289K	Hold	6,080	–	–	﹤0.01%	2110
2023 Q1	$293K	Buy	6,080 +149	+3%	+$7.69K	﹤0.01%	2074
2022 Q4	$283K	Buy	5,931 +1,240	+26%	+$59.8K	﹤0.01%	2040
2022 Q3	$203K	Buy	+4,691	New	+$239K	﹤0.01%	1854
2022 Q2	–	Sell	-3,706	Closed	-$216K	–	2206
2022 Q1	$216K	Hold	3,706	–	–	﹤0.01%	1839
2021 Q4	$220K	Buy	+3,706	New	+$216K	﹤0.01%	1815
2021 Q3	–	Sell	-3,483	Closed	-$214K	–	2051
2021 Q2	$214K	Buy	3,483 +270	+8%	+$18.3K	﹤0.01%	1727
2021 Q1	$218K	Buy	+3,213	New	+$211K	﹤0.01%	1323
2020 Q3	–	Sell	-1,436	Closed	-$114K	–	2915
2020 Q2	$114K	Buy	+1,436	New	+$135K	﹤0.01%	1422
2020 Q1	–	Sell	-1,725	Closed	-$202K	–	1273
2019 Q4	$202K	Buy	+1,725	New	+$196K	0.01%	1155

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Advisor Networks's UHT Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 6,095 shares — an estimated $246K sold.

Cetera Advisor Networks first reported a position in UHT in Q4 2019 and held it in 11 quarters. The position peaked at $293K in Q1 2023. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

Cetera Advisor Networks reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 6,095 Universal Health Realty Income Trust shares in Q4 2023, an estimated $246K.
Cetera Advisor Networks first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 11 quarters.
Cetera Advisor Networks's Universal Health Realty Income Trust position peaked at $293K in Q1 2023.
152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.