LC
UHT

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

Lindbrook Capital’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 		$25.2K Sell
616
-37
-6% -$1.45K ﹤0.01% 1259
2024
Q4 		$24.3K Sell
653
-42
-6% -$1.71K ﹤0.01% 1171
2024
Q3 		$31.8K Buy
695
+2
+0.3% +$86 ﹤0.01% 1036
2024
Q2 		$27.1K Buy
693
+619
+836% +$22.6K ﹤0.01% 1077
2024
Q1 		$2.72K Buy
74
+7
+10% +$278 ﹤0.01% 2136
2023
Q4 		$2.9K Buy
67
+29
+76% +$1.18K ﹤0.01% 2130
2023
Q3 		$1.54K Sell
38
-145
-79% -$6.72K ﹤0.01% 2214
2023
Q2 		$8.71K Sell
183
-55
-23% -$2.53K ﹤0.01% 1547
2023
Q1 		$11.4K Sell
238
-10
-4% -$516 ﹤0.01% 1363
2022
Q4 		$11.8K Buy
248
+133
+116% +$6.41K ﹤0.01% 1351
2022
Q3 		$5K Buy
115
+77
+203% +$3.93K ﹤0.01% 1696
2022
Q2 		$2K Sell
38
-75
-66% -$3.96K ﹤0.01% 2068
2022
Q1 		$7K Buy
113
+92
+438% +$5.33K ﹤0.01% 1476
2021
Q4 		$1K Buy
+21
New +$1.22K ﹤0.01% 2008
2021
Q3 		– Sell
-12
Closed -$1K – 2001
2021
Q2 		$1K Buy
12
+2
+20% +$135 ﹤0.01% 1839
2021
Q1 		$1K Buy
+10
New +$658 ﹤0.01% 1808

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Lindbrook Capital's UHT Position: Q1 2025 in Review

Lindbrook Capital reduced its Universal Health Realty Income Trust (UHT) stake by 5.7% in Q1 2025, selling an estimated $1.45K and leaving 616 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Lindbrook Capital first reported a position in UHT in Q1 2021 and has held it in 16 quarters since. The position peaked at $31.8K in Q3 2024. 170 funds tracked by Wall St. Rank hold UHT as of Q1 2025.

  • Lindbrook Capital held 616 shares of Universal Health Realty Income Trust worth $25.2K as of Q1 2025.
  • Lindbrook Capital sold 37 Universal Health Realty Income Trust shares in Q1 2025, an estimated $1.45K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1259 holding.
  • Lindbrook Capital first reported a position in Universal Health Realty Income Trust in Q1 2021 and has held it in 16 quarters since.
  • Lindbrook Capital's Universal Health Realty Income Trust position peaked at $31.8K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.