IPW
UHT

IronBridge Private Wealth’s Universal Health Realty Income Trust UHT Stock Holding History

IronBridge Private Wealth’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
2021
Q3 		– Sell
-93
Closed -$6K – 313
2021
Q2 		$6K Hold
93
– – ﹤0.01% 204
2021
Q1 		$6K Hold
93
– – ﹤0.01% 201
2020
Q4 		$6K Buy
+93
New +$5.65K ﹤0.01% 183

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IronBridge Private Wealth's UHT Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Universal Health Realty Income Trust (UHT) in Q3 2021, closing a stake of 93 shares — an estimated $6K sold.

IronBridge Private Wealth first reported a position in UHT in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2021.

  • IronBridge Private Wealth reported no remaining Universal Health Realty Income Trust position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 93 Universal Health Realty Income Trust shares in Q3 2021, an estimated $6K.
  • IronBridge Private Wealth first reported a position in Universal Health Realty Income Trust in Q4 2020 and held it in 3 quarters.
  • IronBridge Private Wealth's Universal Health Realty Income Trust position peaked at $6K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.