LTFS
UHT

Ladenburg Thalmann Financial Services’s Universal Health Realty Income Trust UHT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$138K Sell
1,172
-449
-28% -$51.1K ﹤0.01% 2792
2019
Q3 		$165K Sell
1,621
-727
-31% -$68.5K ﹤0.01% 2607
2019
Q2 		$199K Hold
2,348
– – ﹤0.01% 2478
2019
Q1 		$177K Buy
2,348
+1,551
+195% +$110K ﹤0.01% 2486
2018
Q4 		$49K Buy
797
+2
+0.3% +$136 ﹤0.01% 3262
2018
Q3 		$59K Buy
795
+3
+0.4% +$211 ﹤0.01% 3205
2018
Q2 		$48K Hold
792
– – ﹤0.01% 3284
2018
Q1 		$48K Sell
792
-1,128
-59% -$70.5K ﹤0.01% 3284
2017
Q4 		$144K Buy
1,920
+862
+81% +$64.6K ﹤0.01% 2469
2017
Q3 		$79K Sell
1,058
-1,036
-49% -$79.9K ﹤0.01% 2757
2017
Q2 		$167K Sell
2,094
-149
-7% -$10.7K ﹤0.01% 2149
2017
Q1 		$144K Buy
2,243
+13
+0.6% +$823 ﹤0.01% 2152
2016
Q4 		$146K Buy
2,230
+493
+28% +$29.6K ﹤0.01% 2038
2016
Q3 		$110K Sell
1,737
-547
-24% -$33K ﹤0.01% 2178
2016
Q2 		$130K Sell
2,284
-18
-0.8% -$993 ﹤0.01% 1971
2016
Q1 		$130K Buy
2,302
+711
+45% +$36.4K ﹤0.01% 1894
2015
Q4 		$80K Buy
1,591
+58
+4% +$2.9K ﹤0.01% 2233
2015
Q3 		$72K Buy
1,533
+105
+7% +$5K ﹤0.01% 2223
2015
Q2 		$66K Sell
1,428
-19
-1% -$947 ﹤0.01% 2390
2015
Q1 		$82K Buy
1,447
+906
+167% +$47.4K ﹤0.01% 2205
2014
Q4 		$26K Buy
+541
New +$25.5K ﹤0.01% 2818
2013
Q4 		– Sell
-460
Closed -$19K – 3851
2013
Q3 		$19K Hold
460
– – ﹤0.01% 2492
2013
Q2 		$20K Buy
+460
New +$23.6K ﹤0.01% 2352

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UHT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Universal Health Realty Income Trust (UHT) stake by 28% in Q4 2019, selling an estimated $51.1K and leaving 1,172 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

Ladenburg Thalmann Financial Services first reported a position in UHT in Q2 2013 and has held it in 23 quarters since. The position peaked at $199K in Q2 2019. 182 funds tracked by Wall St. Rank hold UHT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,172 shares of Universal Health Realty Income Trust worth $138K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 449 Universal Health Realty Income Trust shares in Q4 2019, an estimated $51.1K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2792 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's Universal Health Realty Income Trust position peaked at $199K in Q2 2019.
  • 182 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.