NS
UHT

NBC Securities’s Universal Health Realty Income Trust UHT Stock Holding History

NBC Securities’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
Q1 		– Sell
-200
Closed -$8K – 2241
2023
Q4 		$8K Sell
200
-150
-43% -$6.12K ﹤0.01% 1781
2023
Q3 		$14K Buy
+350
New +$16.2K ﹤0.01% 1606

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NBC Securities's UHT Position: Q1 2024 in Review

NBC Securities sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 200 shares — an estimated $8K sold.

NBC Securities first reported a position in UHT in Q3 2023 and held it in 2 quarters. The position peaked at $14K in Q3 2023. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

  • NBC Securities reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 200 Universal Health Realty Income Trust shares in Q1 2024, an estimated $8K.
  • NBC Securities first reported a position in Universal Health Realty Income Trust in Q3 2023 and held it in 2 quarters.
  • NBC Securities's Universal Health Realty Income Trust position peaked at $14K in Q3 2023.
  • 157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.