Next Financial Group’s Universal Health Realty Income Trust UHT Stock Holding History

Next Financial Group’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
2021 Q4	$16K	Buy	+272	New	+$15.8K	﹤0.01%	1994
2017 Q4	–	Sell	-1,000	Closed	-$76K	–	1343
2017 Q3	$76K	Hold	1,000	–	–	0.02%	575
2017 Q2	$80K	Hold	1,000	–	–	0.02%	620
2017 Q1	$70K	Hold	1,000	–	–	0.02%	612
2016 Q4	$66K	Hold	1,000	–	–	0.01%	841
2016 Q3	$63K	Hold	1,000	–	–	0.01%	846
2016 Q2	$57K	Hold	1,000	–	–	0.02%	619
2016 Q1	$56K	Hold	1,000	–	–	0.02%	595
2015 Q4	$50K	Hold	1,000	–	–	0.02%	621
2015 Q3	$46K	Hold	1,000	–	–	0.02%	658
2015 Q2	$46K	Hold	1,000	–	–	0.02%	692
2015 Q1	$56K	Hold	1,000	–	–	0.02%	631
2014 Q4	$48K	Sell	1,000 -50	-5%	-$2.36K	0.02%	669
2014 Q3	$44K	Buy	+1,050	New	+$45.5K	0.01%	1012

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's UHT Position: Q4 2021 in Review

Next Financial Group opened a new position in Universal Health Realty Income Trust (UHT) in Q4 2021: 272 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings. This is a return to the name: Next Financial Group previously reported a position in UHT as recently as Q3 2017.

Next Financial Group first reported a position in UHT in Q3 2014 and has held it in 14 quarters since. The position peaked at $80K in Q2 2017. 165 funds tracked by Wall St. Rank hold UHT as of Q4 2021.

Next Financial Group held 272 shares of Universal Health Realty Income Trust worth $16K as of Q4 2021.
Universal Health Realty Income Trust was a new Next Financial Group position in Q4 2021.
Universal Health Realty Income Trust made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1994 holding.
Next Financial Group first reported a position in Universal Health Realty Income Trust in Q3 2014 and has held it in 14 quarters since.
Next Financial Group's Universal Health Realty Income Trust position peaked at $80K in Q2 2017.
165 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.