IMA Advisory Services’s Universal Health Realty Income Trust UHT Stock Holding History

IMA Advisory Services’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
2023 Q1	–	Sell	-2,650	Closed	-$126K	–	340
2022 Q4	$126K	Hold	2,650	–	–	0.03%	151
2022 Q3	$115K	Hold	2,650	–	–	0.03%	152
2022 Q2	$141K	Hold	2,650	–	–	0.03%	155
2022 Q1	$155K	Hold	2,650	–	–	0.04%	130
2021 Q4	$158K	Hold	2,650	–	–	0.03%	136
2021 Q3	$146K	Hold	2,650	–	–	0.03%	131
2021 Q2	$163K	Hold	2,650	–	–	0.04%	129
2021 Q1	$180K	Hold	2,650	–	–	0.04%	123
2020 Q4	$170K	Hold	2,650	–	–	0.05%	117
2020 Q3	$151K	Hold	2,650	–	–	0.05%	122
2020 Q2	$211K	Hold	2,650	–	–	0.08%	111
2020 Q1	$267K	Hold	2,650	–	–	0.12%	98
2019 Q4	$311K	Hold	2,650	–	–	0.12%	94
2019 Q3	$272K	Sell	2,650 -66	-2%	-$6.22K	0.1%	96
2019 Q2	$231K	Sell	2,716 -209	-7%	-$17.2K	0.09%	99
2019 Q1	$221K	Buy	2,925 +66	+2%	+$4.7K	0.09%	98
2018 Q4	$175K	Sell	2,859 -71	-2%	-$4.81K	0.08%	108
2018 Q3	$218K	Hold	2,930	–	–	0.09%	104
2018 Q2	$187K	Buy	+2,930	New	+$181K	0.08%	109
2018 Q1	–	Sell	-2,930	Closed	-$220K	–	123
2017 Q4	$220K	Sell	2,930 -300	-9%	-$22.5K	0.1%	116
2017 Q3	$244K	Sell	3,230 -100	-3%	-$7.71K	0.11%	118
2017 Q2	$265K	Hold	3,330	–	–	0.13%	125
2017 Q1	$215K	Buy	+3,330	New	+$211K	0.11%	131
2015 Q3	–	Sell	-2,650	Closed	-$123K	–	169
2015 Q2	$123K	Buy	+2,650	New	+$132K	0.06%	170

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMA Advisory Services's UHT Position: Q1 2023 in Review

IMA Advisory Services sold out of Universal Health Realty Income Trust (UHT) in Q1 2023, closing a stake of 2,650 shares — an estimated $126K sold.

IMA Advisory Services first reported a position in UHT in Q2 2015 and held it in 24 quarters. The position peaked at $311K in Q4 2019. 166 funds tracked by Wall St. Rank hold UHT as of Q1 2023.

IMA Advisory Services reported no remaining Universal Health Realty Income Trust position as of Q1 2023 after selling out during the quarter.
IMA Advisory Services sold 2,650 Universal Health Realty Income Trust shares in Q1 2023, an estimated $126K.
IMA Advisory Services first reported a position in Universal Health Realty Income Trust in Q2 2015 and held it in 24 quarters.
IMA Advisory Services's Universal Health Realty Income Trust position peaked at $311K in Q4 2019.
166 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2023.

Based on IMA Advisory Services's 13F filing for Q1 2023, filed 16 May 2023.