Interactive Financial Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-560	Closed	-$26.7K	–	152
2022 Q4	$26.7K	Hold	560	–	–	0.02%	137
2022 Q3	$24K	Hold	560	–	–	0.01%	139
2022 Q2	$30K	Hold	560	–	–	0.02%	119
2022 Q1	$33K	Buy	+560	New	+$32.5K	0.02%	132
2021 Q3	–	Sell	-560	Closed	-$34K	–	174
2021 Q2	$34K	Hold	560	–	–	0.01%	137
2021 Q1	$38K	Hold	560	–	–	0.02%	129
2020 Q4	$36K	Hold	560	–	–	0.02%	124
2020 Q3	$32K	Hold	560	–	–	0.02%	115
2020 Q2	$45K	Hold	560	–	–	0.02%	105
2020 Q1	$56K	Hold	560	–	–	0.05%	69
2019 Q4	$66K	Hold	560	–	–	0.03%	107
2019 Q3	$58K	Hold	560	–	–	0.03%	94
2019 Q2	$48K	Hold	560	–	–	0.02%	107
2019 Q1	$42K	Hold	560	–	–	0.02%	94
2018 Q4	$34K	Hold	560	–	–	0.02%	72
2018 Q3	$42K	Hold	560	–	–	0.02%	93
2018 Q2	$36K	Sell	560 -500	-47%	-$30.8K	0.02%	93
2018 Q1	$64K	Hold	1,060	–	–	0.03%	78
2017 Q4	$80K	Buy	+1,060	New	+$79.4K	0.04%	82

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Interactive Financial Advisors's UHT Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2023, closing a stake of 560 shares — an estimated $26.7K sold.

Interactive Financial Advisors first reported a position in UHT in Q4 2017 and held it in 19 quarters. The position peaked at $80K in Q4 2017. 166 funds tracked by Wall St. Rank hold UHT as of Q1 2023.

Interactive Financial Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 560 Universal Health Realty Income Trust shares in Q1 2023, an estimated $26.7K.
Interactive Financial Advisors first reported a position in Universal Health Realty Income Trust in Q4 2017 and held it in 19 quarters.
Interactive Financial Advisors's Universal Health Realty Income Trust position peaked at $80K in Q4 2017.
166 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.