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

Denali 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
2025
Q1 		– Sell
-25,500
Closed -$949K – 305
2024
Q4 		$949K Hold
25,500
– – 0.1% 179
2024
Q3 		$1.17M Buy
25,500
+20,100
+372% +$864K 0.13% 158
2024
Q2 		$211K Hold
5,400
– – 0.06% 169
2024
Q1 		$198K Buy
5,400
+2,000
+59% +$79.3K 0.06% 228
2023
Q4 		$147K Sell
3,400
-2,200
-39% -$89.7K 0.04% 251
2023
Q3 		$226K Hold
5,600
– – 0.08% 210
2023
Q2 		$266K Buy
+5,600
New +$257K 0.09% 193

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Denali Advisors's UHT Position: Q1 2025 in Review

Denali Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2025, closing a stake of 25,500 shares — an estimated $949K sold.

Denali Advisors first reported a position in UHT in Q2 2023 and held it in 7 quarters. The position peaked at $1.17M in Q3 2024. 170 funds tracked by Wall St. Rank hold UHT as of Q1 2025.

  • Denali Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2025 after selling out during the quarter.
  • Denali Advisors sold 25,500 Universal Health Realty Income Trust shares in Q1 2025, an estimated $949K.
  • Denali Advisors first reported a position in Universal Health Realty Income Trust in Q2 2023 and held it in 7 quarters.
  • Denali Advisors's Universal Health Realty Income Trust position peaked at $1.17M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2025.

Based on Denali Advisors's 13F filing for Q1 2025, filed 5 May 2025.