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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.58M Sell
189,687
-417
-0.2% -$16.7K ﹤0.01% 2378
2025
Q1
$7.79M Sell
190,104
-1,005
-0.5% -$41.2K ﹤0.01% 2355
2024
Q4
$7.11M Sell
191,109
-2,449
-1% -$91.1K ﹤0.01% 2432
2024
Q3
$8.86M Buy
193,558
+785
+0.4% +$35.9K ﹤0.01% 2351
2024
Q2
$7.54M Buy
192,773
+4,474
+2% +$175K ﹤0.01% 2364
2024
Q1
$6.91M Buy
188,299
+3,279
+2% +$120K ﹤0.01% 2459
2023
Q4
$8M Sell
185,020
-10,876
-6% -$470K ﹤0.01% 2408
2023
Q3
$7.92M Buy
195,896
+4,248
+2% +$172K ﹤0.01% 2368
2023
Q2
$9.12M Buy
191,648
+4,417
+2% +$210K ﹤0.01% 2297
2023
Q1
$9.01M Buy
187,231
+4,471
+2% +$215K ﹤0.01% 2274
2022
Q4
$8.72K Sell
182,760
-3,260
-2% -$156 ﹤0.01% 2258
2022
Q3
$8.04M Sell
186,020
-916
-0.5% -$39.6K ﹤0.01% 2250
2022
Q2
$9.95M Sell
186,936
-5,578
-3% -$297K ﹤0.01% 2199
2022
Q1
$11.2M Sell
192,514
-381
-0.2% -$22.2K ﹤0.01% 2241
2021
Q4
$11.5M Sell
192,895
-1,728
-0.9% -$103K ﹤0.01% 2253
2021
Q3
$10.8M Buy
194,623
+2,914
+2% +$161K ﹤0.01% 2302
2021
Q2
$11.8M Buy
191,709
+1,272
+0.7% +$78.3K ﹤0.01% 2285
2021
Q1
$12.9M Sell
190,437
-1,770
-0.9% -$120K ﹤0.01% 2226
2020
Q4
$12.4M Sell
192,207
-8,311
-4% -$534K ﹤0.01% 2198
2020
Q3
$11.4M Sell
200,518
-2,024
-1% -$115K ﹤0.01% 2127
2020
Q2
$16.1M Buy
202,542
+1,262
+0.6% +$100K 0.01% 1969
2020
Q1
$20.3M Buy
201,280
+360
+0.2% +$36.3K 0.01% 1737
2019
Q4
$23.6M Buy
200,920
+2,525
+1% +$296K 0.01% 1947
2019
Q3
$20.4M Buy
198,395
+1,800
+0.9% +$185K 0.01% 2000
2019
Q2
$16.7M Buy
196,595
+1,544
+0.8% +$131K 0.01% 2159
2019
Q1
$14.8M Buy
195,051
+333
+0.2% +$25.2K 0.01% 2219
2018
Q4
$12M Buy
194,718
+897
+0.5% +$55.1K 0.01% 2249
2018
Q3
$14.4M Buy
193,821
+1,061
+0.6% +$78.9K 0.01% 2282
2018
Q2
$12.3M Buy
192,760
+724
+0.4% +$46.3K ﹤0.01% 2330
2018
Q1
$11.5M Buy
192,036
+6,073
+3% +$365K ﹤0.01% 2317
2017
Q4
$14M Buy
185,963
+6,047
+3% +$454K 0.01% 2236
2017
Q3
$13.6M Buy
179,916
+4,965
+3% +$375K 0.01% 2239
2017
Q2
$13.9M Buy
174,951
+6,842
+4% +$544K 0.01% 2208
2017
Q1
$10.8M Buy
168,109
+8,775
+6% +$566K 0.01% 2290
2016
Q4
$10.5M Buy
159,334
+1,578
+1% +$104K 0.01% 2280
2016
Q3
$9.94M Buy
157,756
+1,280
+0.8% +$80.7K 0.01% 2258
2016
Q2
$8.95M Buy
156,476
+1,886
+1% +$108K 0.01% 2269
2016
Q1
$8.7M Buy
154,590
+631
+0.4% +$35.5K 0.01% 2269
2015
Q4
$7.7M Buy
153,959
+1,567
+1% +$78.4K ﹤0.01% 2334
2015
Q3
$7.15M Buy
152,392
+5,107
+3% +$240K ﹤0.01% 2361
2015
Q2
$6.84M Buy
147,285
+7,187
+5% +$334K ﹤0.01% 2441
2015
Q1
$7.88M Buy
140,098
+1,893
+1% +$106K 0.01% 2358
2014
Q4
$6.65M Buy
138,205
+7,692
+6% +$370K ﹤0.01% 2449
2014
Q3
$5.44M Buy
130,513
+3,256
+3% +$136K ﹤0.01% 2515
2014
Q2
$5.53M Buy
127,257
+3,287
+3% +$143K ﹤0.01% 2526
2014
Q1
$5.24M Buy
123,970
+974
+0.8% +$41.1K ﹤0.01% 2539
2013
Q4
$4.93M Buy
122,996
+1,000
+0.8% +$40.1K ﹤0.01% 2562
2013
Q3
$5.11M Buy
121,996
+1,750
+1% +$73.3K ﹤0.01% 2539
2013
Q2
$5.19M Buy
+120,246
New +$5.19M ﹤0.01% 2472