KM
UHT

Kalos Management’s Universal Health Realty Income Trust UHT Stock Holding History

Kalos Management’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
Q2 		– Sell
-190
Closed -$9.14K – 355
2023
Q1 		$9.14K Buy
+190
New +$9.81K 0.02% 218

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kalos Management's UHT Position: Q2 2023 in Review

Kalos Management sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 190 shares — an estimated $9.14K sold.

Kalos Management first reported a position in UHT in Q1 2023 and held it in 1 quarter. The position peaked at $9.14K in Q1 2023. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

  • Kalos Management reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 190 Universal Health Realty Income Trust shares in Q2 2023, an estimated $9.14K.
  • Kalos Management first reported a position in Universal Health Realty Income Trust in Q1 2023 and held it in 1 quarter.
  • Kalos Management's Universal Health Realty Income Trust position peaked at $9.14K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.