Dean Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

Dean Capital 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 Q4	–	Sell	-57,260	Closed	-$2.62M	–	148
2024 Q3	$2.62M	Buy	57,260 +33,273	+139%	+$1.43M	1.11%	11
2024 Q2	$939K	Buy	23,987 +10,548	+78%	+$386K	1.21%	35
2024 Q1	$493K	Sell	13,439 -5,054	-27%	-$201K	0.29%	120
2023 Q4	$800K	Buy	18,493 +1,860	+11%	+$75.8K	0.49%	104
2023 Q3	$672K	Sell	16,633 -10,985	-40%	-$509K	0.5%	105
2023 Q2	$1.31M	Buy	27,618 +5,309	+24%	+$244K	1.75%	23
2023 Q1	$1.07M	Buy	22,309 +4,240	+23%	+$219K	1.4%	35
2022 Q4	$862K	Buy	+18,069	New	+$871K	1.15%	38

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dean Capital Management's UHT Position: Q4 2024 in Review

Dean Capital Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 57,260 shares — an estimated $2.62M sold.

Dean Capital Management first reported a position in UHT in Q4 2022 and held it in 8 quarters. The position peaked at $2.62M in Q3 2024. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

Dean Capital Management reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
Dean Capital Management sold 57,260 Universal Health Realty Income Trust shares in Q4 2024, an estimated $2.62M.
Dean Capital Management first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 8 quarters.
Dean Capital Management's Universal Health Realty Income Trust position peaked at $2.62M in Q3 2024.
164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Dean Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.