JIR
UHT

James Investment Research’s Universal Health Realty Income Trust UHT Stock Holding History

James Investment Research’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
2020
Q2 		– Sell
-60
Closed -$6K – 490
2020
Q1 		$6K Sell
60
-60
-50% -$6.62K ﹤0.01% 405
2019
Q4 		$14K Hold
120
– – ﹤0.01% 437
2019
Q3 		$12K Hold
120
– – ﹤0.01% 486
2019
Q2 		$10K Hold
120
– – ﹤0.01% 590
2019
Q1 		$9K Buy
+120
New +$8.55K ﹤0.01% 752

Other funds holding UHT

BlackRock
BlackRock New York $5.7T 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
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return