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

Fortis Capital 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
2024 Q1	–	Sell	-7,000	Closed	-$303K	–	173
2023 Q4	$303K	Hold	7,000	–	–	0.16%	88
2023 Q3	$283K	Hold	7,000	–	–	0.18%	80
2023 Q2	$333K	Sell	7,000 -525	-7%	-$24.1K	0.2%	70
2023 Q1	$362K	Buy	7,525 +3,025	+67%	+$156K	0.19%	70
2022 Q4	$215K	Buy	+4,500	New	+$217K	0.13%	113

Other funds holding UHT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Capital Advisors's UHT Position: Q1 2024 in Review

Fortis Capital Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 7,000 shares — an estimated $303K sold.

Fortis Capital Advisors first reported a position in UHT in Q4 2022 and held it in 5 quarters. The position peaked at $362K in Q1 2023. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

Fortis Capital Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
Fortis Capital Advisors sold 7,000 Universal Health Realty Income Trust shares in Q1 2024, an estimated $303K.
Fortis Capital Advisors first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 5 quarters.
Fortis Capital Advisors's Universal Health Realty Income Trust position peaked at $362K in Q1 2023.
157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on Fortis Capital Advisors's 13F filing for Q1 2024, filed 8 May 2024.