LFA
UHT

LGT Financial Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-310
Closed -$11.5K – 702
2024
Q4 		$11.5K Hold
310
– – 0.03% 412
2024
Q3 		$14.2K Hold
310
– – 0.04% 349
2024
Q2 		$12.1K Sell
310
-60
-16% -$2.19K 0.03% 424
2024
Q1 		$13.6K Buy
370
+310
+517% +$12.3K 0.02% 440
2023
Q4 		$2.6K Sell
60
-23
-28% -$938 ﹤0.01% 767
2023
Q3 		$3.36K Buy
+83
New +$3.85K ﹤0.01% 702

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LGT Financial Advisors's UHT Position: Q1 2025 in Review

LGT Financial Advisors sold out of Universal Health Realty Income Trust (UHT) in Q1 2025, closing a stake of 310 shares — an estimated $11.5K sold.

LGT Financial Advisors first reported a position in UHT in Q3 2023 and held it in 6 quarters. The position peaked at $14.2K in Q3 2024. 170 funds tracked by Wall St. Rank hold UHT as of Q1 2025.

  • LGT Financial Advisors reported no remaining Universal Health Realty Income Trust position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 310 Universal Health Realty Income Trust shares in Q1 2025, an estimated $11.5K.
  • LGT Financial Advisors first reported a position in Universal Health Realty Income Trust in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Universal Health Realty Income Trust position peaked at $14.2K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.