DT
UNIT

Diversified Trust’s Uniti Group UNIT Stock Holding History

Diversified Trust’s Portfolio UNIT Stock Details UNIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-69,974
Closed -$302K – 1066
2025
Q2 		$302K Sell
69,974
-1,398
-2% -$6.28K 0.01% 755
2025
Q1 		$360K Buy
71,372
+57,827
+427% +$312K 0.01% 674
2024
Q4 		$74.5K Buy
+13,545
New +$76.9K ﹤0.01% 894
2024
Q3 		– Sell
-16,197
Closed -$47.3K – 975
2024
Q2 		$47.3K Sell
16,197
-55,958
-78% -$234K ﹤0.01% 853
2024
Q1 		$426K Buy
72,155
+28,697
+66% +$164K 0.01% 549
2023
Q4 		$251K Buy
+43,458
New +$220K 0.01% 712

Other funds holding UNIT

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Diversified Trust's UNIT Position: Q3 2025 in Review

Diversified Trust sold out of Uniti Group (UNIT) in Q3 2025, closing a stake of 69,974 shares — an estimated $302K sold.

Diversified Trust first reported a position in UNIT in Q4 2023 and held it in 6 quarters. The position peaked at $426K in Q1 2024. 259 funds tracked by Wall St. Rank hold UNIT as of Q3 2025.

  • Diversified Trust reported no remaining Uniti Group position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 69,974 Uniti Group shares in Q3 2025, an estimated $302K.
  • Diversified Trust first reported a position in Uniti Group in Q4 2023 and held it in 6 quarters.
  • Diversified Trust's Uniti Group position peaked at $426K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Uniti Group as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.