Janney Montgomery Scott’s Universal Health Realty Income Trust UHT Stock Holding History

Janney Montgomery Scott’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 Q4	–	Sell	-11,625	Closed	-$470K	–	2758
2023 Q3	$470K	Sell	11,625 -89	-0.8%	-$4.12K	﹤0.01%	1802
2023 Q2	$557K	Buy	+11,714	New	+$538K	﹤0.01%	1780
2023 Q1	–	Sell	-11,625	Closed	-$555K	–	2693
2022 Q4	$555K	Hold	11,625	–	–	﹤0.01%	1706
2022 Q3	$502K	Buy	+11,625	New	+$593K	﹤0.01%	1697
2021 Q1	–	Sell	-20,138	Closed	-$1.29M	–	2376
2020 Q4	$1.29M	Sell	20,138 -153	-0.8%	-$9.29K	0.01%	1060
2020 Q3	$1.16M	Sell	20,291 -2,905	-13%	-$196K	0.01%	1031
2020 Q2	$1.84M	Buy	23,196 +1	+0%	+$94	0.01%	788
2020 Q1	$2.34M	Buy	+23,195	New	+$2.56M	0.02%	635
2018 Q1	–	Sell	-5,448	Closed	-$409K	–	2011
2017 Q4	$409K	Sell	5,448 -30	-0.5%	-$2.25K	﹤0.01%	1420
2017 Q3	$414K	Buy	+5,478	New	+$422K	﹤0.01%	1351

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Janney Montgomery Scott's UHT Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 11,625 shares — an estimated $470K sold.

Janney Montgomery Scott first reported a position in UHT in Q3 2017 and held it in 10 quarters. The position peaked at $2.34M in Q1 2020. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

Janney Montgomery Scott reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
Janney Montgomery Scott sold 11,625 Universal Health Realty Income Trust shares in Q4 2023, an estimated $470K.
Janney Montgomery Scott first reported a position in Universal Health Realty Income Trust in Q3 2017 and held it in 10 quarters.
Janney Montgomery Scott's Universal Health Realty Income Trust position peaked at $2.34M in Q1 2020.
152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.