Dean Investment Associates’s Universal Health Realty Income Trust UHT Stock Holding History

Dean Investment Associates’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	-92,880	Closed	-$4.25M	–	228
2024 Q3	$4.25M	Buy	92,880 +27,871	+43%	+$1.2M	0.57%	56
2024 Q2	$2.54M	Buy	65,009 +25,752	+66%	+$941K	0.36%	131
2024 Q1	$1.44M	Sell	39,257 -15,372	-28%	-$610K	0.2%	173
2023 Q4	$2.36M	Buy	54,629 +13,421	+33%	+$547K	0.34%	122
2023 Q3	$1.67M	Sell	41,208 -28,095	-41%	-$1.3M	0.27%	153
2023 Q2	$3.3M	Buy	69,303 +10,193	+17%	+$468K	0.54%	72
2023 Q1	$2.84M	Buy	59,110 +13,586	+30%	+$701K	0.45%	89
2022 Q4	$2.17M	Buy	+45,524	New	+$2.19M	0.37%	99

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

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

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

Dean Investment Associates's UHT Position: Q4 2024 in Review

Dean Investment Associates sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 92,880 shares — an estimated $4.25M sold.

Dean Investment Associates first reported a position in UHT in Q4 2022 and held it in 8 quarters. The position peaked at $4.25M in Q3 2024. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

Dean Investment Associates reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
Dean Investment Associates sold 92,880 Universal Health Realty Income Trust shares in Q4 2024, an estimated $4.25M.
Dean Investment Associates first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 8 quarters.
Dean Investment Associates's Universal Health Realty Income Trust position peaked at $4.25M in Q3 2024.
164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Dean Investment Associates's 13F filing for Q4 2024, filed 13 Feb 2025.