JP Morgan Chase’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Sell |
29,172
-11,297
| -28% | -$469K | ﹤0.01% | 4500 |
|
|
2025
Q4 | $1.59M | Sell |
40,469
-47,392
| -54% | -$1.85M | ﹤0.01% | 4270 |
|
|
2025
Q3 | $3.44M | Buy |
87,861
+1,274
| +1% | +$51.3K | ﹤0.01% | 3674 |
|
|
2025
Q2 | $3.46M | Sell |
86,587
-5,735
| -6% | -$226K | ﹤0.01% | 3483 |
|
|
2025
Q1 | $3.78M | Sell |
92,322
-21,640
| -19% | -$849K | ﹤0.01% | 3397 |
|
|
2024
Q4 | $4.24M | Buy |
113,962
+32,128
| +39% | +$1.31M | ﹤0.01% | 3495 |
|
|
2024
Q3 | $3.74M | Buy |
81,834
+32,216
| +65% | +$1.39M | ﹤0.01% | 3442 |
|
|
2024
Q2 | $1.94M | Sell |
49,618
-5,269
| -10% | -$193K | ﹤0.01% | 3817 |
|
|
2024
Q1 | $2.01M | Buy |
54,887
+16,073
| +41% | +$638K | ﹤0.01% | 3842 |
|
|
2023
Q4 | $1.68M | Sell |
38,814
-5,343
| -12% | -$218K | ﹤0.01% | 3964 |
|
|
2023
Q3 | $1.79M | Sell |
44,157
-4,670
| -10% | -$216K | ﹤0.01% | 3622 |
|
|
2023
Q2 | $2.32M | Sell |
48,827
-20,200
| -29% | -$928K | ﹤0.01% | 3435 |
|
|
2023
Q1 | $3.32M | Buy |
69,027
+9,817
| +17% | +$507K | ﹤0.01% | 3142 |
|
|
2022
Q4 | $2.83M | Sell |
59,210
-11,463
| -16% | -$552K | ﹤0.01% | 3292 |
|
|
2022
Q3 | $3.05M | Sell |
70,673
-44,762
| -39% | -$2.29M | ﹤0.01% | 3143 |
|
|
2022
Q2 | $6.14M | Buy |
115,435
+51,410
| +80% | +$2.72M | ﹤0.01% | 2602 |
|
|
2022
Q1 | $3.74M | Sell |
64,025
-8,569
| -12% | -$497K | ﹤0.01% | 3247 |
|
|
2021
Q4 | $4.32M | Buy |
72,594
+4,273
| +6% | +$249K | ﹤0.01% | 3191 |
|
|
2021
Q3 | $3.78M | Sell |
68,321
-15,106
| -18% | -$889K | ﹤0.01% | 3273 |
|
|
2021
Q2 | $5.13M | Sell |
83,427
-2,615
| -3% | -$177K | ﹤0.01% | 3026 |
|
|
2021
Q1 | $5.83M | Buy |
86,042
+16,491
| +24% | +$1.09M | ﹤0.01% | 2837 |
|
|
2020
Q4 | $4.47M | Buy |
69,551
+11,840
| +21% | +$719K | ﹤0.01% | 2901 |
|
|
2020
Q3 | $3.24M | Sell |
57,711
-17,564
| -23% | -$1.19M | ﹤0.01% | 2899 |
|
|
2020
Q2 | $5.98M | Buy |
75,275
+4,965
| +7% | +$467K | ﹤0.01% | 2327 |
|
|
2020
Q1 | $7.09M | Buy |
70,310
+33,266
| +90% | +$3.67M | ﹤0.01% | 2008 |
|
|
2019
Q4 | $4.35M | Buy |
37,044
+5,304
| +17% | +$604K | ﹤0.01% | 2794 |
|
|
2019
Q3 | $3.26M | Sell |
31,740
-292
| -0.9% | -$27.5K | ﹤0.01% | 3063 |
|
|
2019
Q2 | $2.69M | Buy |
32,032
+12,689
| +66% | +$1.04M | ﹤0.01% | 3172 |
|
|
2019
Q1 | $1.46M | Sell |
19,343
-9,376
| -33% | -$668K | ﹤0.01% | 3553 |
|
|
2018
Q4 | $1.76M | Buy |
28,719
+11,421
| +66% | +$774K | ﹤0.01% | 3368 |
|
|
2018
Q3 | $1.29M | Sell |
17,298
-14,613
| -46% | -$1.03M | ﹤0.01% | 3748 |
|
|
2018
Q2 | $2.04M | Buy |
31,911
+12,347
| +63% | +$761K | ﹤0.01% | 3398 |
|
|
2018
Q1 | $1.18M | Sell |
19,564
-2,795
| -13% | -$175K | ﹤0.01% | 3579 |
|
|
2017
Q4 | $1.68M | Buy |
22,359
+8,639
| +63% | +$647K | ﹤0.01% | 3417 |
|
|
2017
Q3 | $1.04M | Sell |
13,720
-1,600
| -10% | -$123K | ﹤0.01% | 3501 |
|
|
2017
Q2 | $1.22M | Sell |
15,320
-17,266
| -53% | -$1.24M | ﹤0.01% | 3320 |
|
|
2017
Q1 | $2.1M | Sell |
32,586
-7,063
| -18% | -$447K | ﹤0.01% | 3015 |
|
|
2016
Q4 | $2.6M | Buy |
39,649
+28,222
| +247% | +$1.7M | ﹤0.01% | 2901 |
|
|
2016
Q3 | $720K | Buy |
11,427
+4,133
| +57% | +$249K | ﹤0.01% | 3272 |
|
|
2016
Q2 | $417K | Buy |
7,294
+7,064
| +3,071% | +$390K | ﹤0.01% | 3499 |
|
|
2016
Q1 | $13K | Sell |
230
-9,465
| -98% | -$485K | ﹤0.01% | 4189 |
|
|
2015
Q4 | $486K | Sell |
9,695
-1,000
| -9% | -$50K | ﹤0.01% | 3404 |
|
|
2015
Q3 | $502K | Sell |
10,695
-4,321
| -29% | -$206K | ﹤0.01% | 3411 |
|
|
2015
Q2 | $698K | Sell |
15,016
-4,780
| -24% | -$238K | ﹤0.01% | 3446 |
|
|
2015
Q1 | $1.11M | Buy |
19,796
+2,492
| +14% | +$130K | ﹤0.01% | 3179 |
|
|
2014
Q4 | $833K | Buy |
17,304
+6,032
| +54% | +$284K | ﹤0.01% | 3448 |
|
|
2014
Q3 | $470K | Sell |
11,272
-11,724
| -51% | -$508K | ﹤0.01% | 3700 |
|
|
2014
Q2 | $1M | Buy |
22,996
+13,722
| +148% | +$589K | ﹤0.01% | 2852 |
|
|
2014
Q1 | $392K | Sell |
9,274
-16,778
| -64% | -$704K | ﹤0.01% | 3216 |
|
|
2013
Q4 | $1.04M | Sell |
26,052
-7,933
| -23% | -$335K | ﹤0.01% | 3138 |
|
|
2013
Q3 | $1.42M | Sell |
33,985
-5,213
| -13% | -$222K | ﹤0.01% | 3034 |
|
|
2013
Q2 | $1.69M | Buy |
+39,198
| New | +$2.01M | ﹤0.01% | 2917 |
|
Other funds holding UHT
VPM
VCM
VIM
