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

Legato Capital 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
2024 Q4	–	Sell	-36,398	Closed	-$1.67M	–	622
2024 Q3	$1.67M	Buy	36,398 +12,411	+52%	+$534K	0.21%	154
2024 Q2	$939K	Buy	23,987 +10,548	+78%	+$386K	0.13%	280
2024 Q1	$493K	Sell	13,439 -5,054	-27%	-$201K	0.06%	444
2023 Q4	$800K	Buy	18,493 +1,860	+11%	+$75.8K	0.1%	316
2023 Q3	$672K	Sell	16,633 -10,985	-40%	-$509K	0.1%	328
2023 Q2	$1.31M	Buy	27,618 +5,309	+24%	+$244K	0.18%	189
2023 Q1	$1.07M	Buy	22,309 +4,240	+23%	+$219K	0.2%	177
2022 Q4	$862K	Buy	+18,069	New	+$871K	0.16%	207

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legato Capital Management's UHT Position: Q4 2024 in Review

Legato Capital Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 36,398 shares — an estimated $1.67M sold.

Legato Capital Management first reported a position in UHT in Q4 2022 and held it in 8 quarters. The position peaked at $1.67M in Q3 2024. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

Legato Capital Management reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
Legato Capital Management sold 36,398 Universal Health Realty Income Trust shares in Q4 2024, an estimated $1.67M.
Legato Capital Management first reported a position in Universal Health Realty Income Trust in Q4 2022 and held it in 8 quarters.
Legato Capital Management's Universal Health Realty Income Trust position peaked at $1.67M in Q3 2024.
164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Legato Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.