Marshall Wace’s Universal Health Realty Income Trust UHT Stock Holding History

Marshall Wace’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	-5,061	Closed	-$232K	–	3020
2024 Q3	$232K	Sell	5,061 -5,037	-50%	-$217K	﹤0.01%	2247
2024 Q2	$395K	Buy	+10,098	New	+$369K	﹤0.01%	2050
2023 Q2	–	Sell	-6,371	Closed	-$307K	–	2984
2023 Q1	$307K	Buy	+6,371	New	+$329K	﹤0.01%	2289
2021 Q4	–	Sell	-12,062	Closed	-$667K	–	4293
2021 Q3	$667K	Sell	12,062 -724	-6%	-$42.6K	﹤0.01%	2248
2021 Q2	$787K	Buy	+12,786	New	+$865K	﹤0.01%	1925
2020 Q4	–	Sell	-6,075	Closed	-$346K	–	2190
2020 Q3	$346K	Buy	+6,075	New	+$410K	﹤0.01%	1326

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

Marshall Wace's UHT Position: Q4 2024 in Review

Marshall Wace sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 5,061 shares — an estimated $232K sold.

Marshall Wace first reported a position in UHT in Q3 2020 and held it in 6 quarters. The position peaked at $787K in Q2 2021. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

Marshall Wace reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
Marshall Wace sold 5,061 Universal Health Realty Income Trust shares in Q4 2024, an estimated $232K.
Marshall Wace first reported a position in Universal Health Realty Income Trust in Q3 2020 and held it in 6 quarters.
Marshall Wace's Universal Health Realty Income Trust position peaked at $787K in Q2 2021.
164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.