LPL Financial’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.04M | Buy |
50,456
+344
| +0.7% | +$14.3K | ﹤0.01% | 3494 |
|
|
2025
Q4 | $1.96M | Buy |
50,112
+41,253
| +466% | +$1.61M | ﹤0.01% | 3431 |
|
|
2025
Q3 | $347K | Sell |
8,859
-2,047
| -19% | -$82.4K | ﹤0.01% | 4934 |
|
|
2025
Q2 | $436K | Buy |
10,906
+323
| +3% | +$12.7K | ﹤0.01% | 4485 |
|
|
2025
Q1 | $433K | Sell |
10,583
-428
| -4% | -$16.8K | ﹤0.01% | 4301 |
|
|
2024
Q4 | $410K | Sell |
11,011
-61
| -0.6% | -$2.48K | ﹤0.01% | 4262 |
|
|
2024
Q3 | $507K | Sell |
11,072
-64
| -0.6% | -$2.75K | ﹤0.01% | 3986 |
|
|
2024
Q2 | $436K | Buy |
11,136
+3,048
| +38% | +$111K | ﹤0.01% | 3978 |
|
|
2024
Q1 | $297K | Buy |
8,088
+338
| +4% | +$13.4K | ﹤0.01% | 4210 |
|
|
2023
Q4 | $335K | Buy |
7,750
+70
| +0.9% | +$2.85K | ﹤0.01% | 4005 |
|
|
2023
Q3 | $311K | Sell |
7,680
-189
| -2% | -$8.76K | ﹤0.01% | 3895 |
|
|
2023
Q2 | $374K | Buy |
7,869
+480
| +6% | +$22.1K | ﹤0.01% | 3683 |
|
|
2023
Q1 | $355K | Sell |
7,389
-2,526
| -25% | -$130K | ﹤0.01% | 3611 |
|
|
2022
Q4 | $473K | Sell |
9,915
-1,535
| -13% | -$74K | ﹤0.01% | 3297 |
|
|
2022
Q3 | $495K | Sell |
11,450
-186
| -2% | -$9.5K | ﹤0.01% | 3164 |
|
|
2022
Q2 | $619K | Buy |
11,636
+431
| +4% | +$22.8K | ﹤0.01% | 3023 |
|
|
2022
Q1 | $654K | Sell |
11,205
-612
| -5% | -$35.5K | ﹤0.01% | 2984 |
|
|
2021
Q4 | $703K | Sell |
11,817
-663
| -5% | -$38.6K | ﹤0.01% | 2982 |
|
|
2021
Q3 | $690K | Buy |
12,480
+2,808
| +29% | +$165K | ﹤0.01% | 2920 |
|
|
2021
Q2 | $595K | Buy |
9,672
+872
| +10% | +$59K | ﹤0.01% | 3002 |
|
|
2021
Q1 | $596K | Sell |
8,800
-107
| -1% | -$7.04K | ﹤0.01% | 2874 |
|
|
2020
Q4 | $572K | Buy |
8,907
+863
| +11% | +$52.4K | ﹤0.01% | 2633 |
|
|
2020
Q3 | $458K | Sell |
8,044
-394
| -5% | -$26.6K | ﹤0.01% | 2547 |
|
|
2020
Q2 | $671K | Sell |
8,438
-217
| -3% | -$20.4K | ﹤0.01% | 2143 |
|
|
2020
Q1 | $872K | Sell |
8,655
-2,233
| -21% | -$246K | ﹤0.01% | 1712 |
|
|
2019
Q4 | $1.28M | Buy |
10,888
+1,943
| +22% | +$221K | ﹤0.01% | 1666 |
|
|
2019
Q3 | $920K | Buy |
8,945
+809
| +10% | +$76.2K | ﹤0.01% | 1808 |
|
|
2019
Q2 | $691K | Sell |
8,136
-204
| -2% | -$16.8K | ﹤0.01% | 2004 |
|
|
2019
Q1 | $631K | Buy |
8,340
+206
| +3% | +$14.7K | ﹤0.01% | 2015 |
|
|
2018
Q4 | $499K | Sell |
8,134
-160
| -2% | -$10.8K | ﹤0.01% | 2042 |
|
|
2018
Q3 | $617K | Sell |
8,294
-321
| -4% | -$22.6K | ﹤0.01% | 2074 |
|
|
2018
Q2 | $551K | Sell |
8,615
-2,172
| -20% | -$134K | ﹤0.01% | 2117 |
|
|
2018
Q1 | $648K | Buy |
10,787
+814
| +8% | +$50.9K | ﹤0.01% | 1930 |
|
|
2017
Q4 | $749K | Buy |
+9,973
| New | +$747K | ﹤0.01% | 1736 |
|
|
2017
Q3 | – | Sell |
-5,372
| Closed | -$427K | – | 2935 |
|
|
2017
Q2 | $427K | Sell |
5,372
-9
| -0.2% | -$649 | ﹤0.01% | 1997 |
|
|
2017
Q1 | $345K | Buy |
5,381
+852
| +19% | +$53.9K | ﹤0.01% | 2100 |
|
|
2016
Q4 | $297K | Buy |
+4,529
| New | +$272K | ﹤0.01% | 2180 |
|
|
2016
Q2 | – | Sell |
-5,059
| Closed | -$282K | – | 2982 |
|
|
2016
Q1 | $282K | Sell |
5,059
-3,751
| -43% | -$192K | ﹤0.01% | 2559 |
|
|
2015
Q4 | $443K | Buy |
8,810
+694
| +9% | +$34.7K | ﹤0.01% | 2277 |
|
|
2015
Q3 | $389K | Sell |
8,116
-6,738
| -45% | -$321K | ﹤0.01% | 2005 |
|
|
2015
Q2 | $709K | Sell |
14,854
-196
| -1% | -$9.77K | ﹤0.01% | 1618 |
|
|
2015
Q1 | $835K | Buy |
15,050
+1,111
| +8% | +$58.1K | ﹤0.01% | 1489 |
|
|
2014
Q4 | $671K | Buy |
13,939
+129
| +0.9% | +$6.08K | ﹤0.01% | 1577 |
|
|
2014
Q3 | $573K | Sell |
13,810
-253
| -2% | -$11K | ﹤0.01% | 1677 |
|
|
2014
Q2 | $611K | Sell |
14,063
-100
| -0.7% | -$4.29K | ﹤0.01% | 1665 |
|
|
2014
Q1 | $598K | Hold |
14,163
| – | – | ﹤0.01% | 1602 |
|
|
2013
Q4 | $567K | Buy |
14,163
+6,295
| +80% | +$266K | ﹤0.01% | 1647 |
|
|
2013
Q3 | $339K | Sell |
7,868
-414
| -5% | -$17.6K | ﹤0.01% | 1919 |
|
|
2013
Q2 | $357K | Buy |
+8,282
| New | +$425K | ﹤0.01% | 1781 |
|
Other funds holding UHT
VPM
VCM
VIM
