M&R Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

M&R 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 Q3	$63.5K	Sell	1,389 -168	-11%	-$7.22K	0.01%	226
2024 Q2	$60.9K	Sell	1,557 -419	-21%	-$15.3K	0.01%	214
2024 Q1	$72.5K	Buy	1,976 +43	+2%	+$1.71K	0.02%	200
2023 Q4	$83.6K	Buy	1,933 +3	+0.2%	+$122	0.02%	210
2023 Q3	$78K	Buy	1,930 +129	+7%	+$5.98K	0.02%	206
2023 Q2	$85.7K	Buy	1,801 +4	+0.2%	+$184	0.02%	201
2023 Q1	$86.5K	Buy	1,797 +1,466	+443%	+$75.7K	0.02%	197
2022 Q4	$15.8K	Buy	331 +31	+10%	+$1.49K	﹤0.01%	315
2022 Q3	$12K	Hold	300	–	–	﹤0.01%	317
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	303
2022 Q1	$17K	Hold	300	–	–	﹤0.01%	305
2021 Q4	$17K	Hold	300	–	–	﹤0.01%	308
2021 Q3	$16K	Hold	300	–	–	﹤0.01%	311
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	307
2021 Q1	$20K	Hold	300	–	–	0.01%	288
2020 Q4	$19K	Hold	300	–	–	﹤0.01%	310
2020 Q3	$17K	Hold	300	–	–	﹤0.01%	322
2020 Q2	$23K	Hold	300	–	–	0.01%	302
2020 Q1	$30K	Hold	300	–	–	0.01%	276
2019 Q4	$35K	Hold	300	–	–	0.01%	292
2019 Q3	$30K	Hold	300	–	–	0.01%	321
2019 Q2	$25K	Hold	300	–	–	0.01%	341
2019 Q1	$23K	Hold	300	–	–	0.01%	347
2018 Q4	$18K	Hold	300	–	–	﹤0.01%	358
2018 Q3	$22K	Hold	300	–	–	﹤0.01%	369
2018 Q2	$19K	Hold	300	–	–	﹤0.01%	379
2018 Q1	$18K	Hold	300	–	–	﹤0.01%	394
2017 Q4	$22K	Hold	300	–	–	0.01%	377
2017 Q3	$22K	Hold	300	–	–	0.01%	377
2017 Q2	$22K	Hold	300	–	–	0.01%	373
2017 Q1	$19K	Buy	+300	New	+$19K	﹤0.01%	383

Other funds holding UHT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&R Capital Management's UHT Position: Q3 2024 in Review

M&R Capital Management reduced its Universal Health Realty Income Trust (UHT) stake by 11% in Q3 2024, selling an estimated $7.22K and leaving 1,389 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #226.

M&R Capital Management first reported a position in UHT in Q1 2017 and has held it in 31 quarters since. The position peaked at $86.5K in Q1 2023. 173 funds tracked by Wall St. Rank hold UHT as of Q3 2024.

M&R Capital Management held 1,389 shares of Universal Health Realty Income Trust worth $63.5K as of Q3 2024.
M&R Capital Management sold 168 Universal Health Realty Income Trust shares in Q3 2024, an estimated $7.22K.
Universal Health Realty Income Trust made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #226 holding.
M&R Capital Management first reported a position in Universal Health Realty Income Trust in Q1 2017 and has held it in 31 quarters since.
M&R Capital Management's Universal Health Realty Income Trust position peaked at $86.5K in Q1 2023.
173 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.