DZ Bank
UHT

DZ Bank’s Universal Health Realty Income Trust UHT Stock Holding History

DZ Bank’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
-800
Closed -$36.6K – 1043
2024
Q3 		$36.6K Hold
800
– – ﹤0.01% 939
2024
Q2 		$31.3K Hold
800
– – ﹤0.01% 979
2024
Q1 		$29.4K Sell
800
-500
-38% -$19.8K ﹤0.01% 989
2023
Q4 		$56.2K Hold
1,300
– – ﹤0.01% 946
2023
Q3 		$52.6K Hold
1,300
– – ﹤0.01% 942
2023
Q2 		$61.9K Hold
1,300
– – ﹤0.01% 944
2023
Q1 		$62.5K Hold
1,300
– – ﹤0.01% 960
2022
Q4 		$62K Hold
1,300
– – ﹤0.01% 953
2022
Q3 		$56.2K Hold
1,300
– – ﹤0.01% 941
2022
Q2 		$69.2K Buy
+1,300
New +$68.7K ﹤0.01% 940

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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

DZ Bank's UHT Position: Q4 2024 in Review

DZ Bank sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 800 shares — an estimated $36.6K sold.

DZ Bank first reported a position in UHT in Q2 2022 and held it in 10 quarters. The position peaked at $69.2K in Q2 2022. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

  • DZ Bank reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
  • DZ Bank sold 800 Universal Health Realty Income Trust shares in Q4 2024, an estimated $36.6K.
  • DZ Bank first reported a position in Universal Health Realty Income Trust in Q2 2022 and held it in 10 quarters.
  • DZ Bank's Universal Health Realty Income Trust position peaked at $69.2K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on DZ Bank's 13F filing for Q4 2024, filed 14 Feb 2025.