FFO
UHT

Fortitude Family Office’s Universal Health Realty Income Trust UHT Stock Holding History

Fortitude Family Office’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
-103
Closed -$4.09K – 1086
2023
Q4 		$4.46K Buy
+103
New +$4.2K ﹤0.01% 710

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Family Office's UHT Position: Q1 2024 in Review

Fortitude Family Office sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 103 shares — an estimated $4.09K sold.

Fortitude Family Office first reported a position in UHT in Q4 2023 and held it in 1 quarter. The position peaked at $4.46K in Q4 2023. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

  • Fortitude Family Office reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
  • Fortitude Family Office sold 103 Universal Health Realty Income Trust shares in Q1 2024, an estimated $4.09K.
  • Fortitude Family Office first reported a position in Universal Health Realty Income Trust in Q4 2023 and held it in 1 quarter.
  • Fortitude Family Office's Universal Health Realty Income Trust position peaked at $4.46K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on Fortitude Family Office's 13F filing for Q1 2024, filed 11 Apr 2024.