NRI
UHT

NFP Retirement Inc’s Universal Health Realty Income Trust UHT Stock Holding History

NFP Retirement Inc’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
2023
Q3 		– Sell
-4,506
Closed -$214K – 234
2023
Q2 		$214K Buy
4,506
+12
+0.3% +$551 0.04% 215
2023
Q1 		$216K Buy
4,494
+13
+0.3% +$671 0.04% 220
2022
Q4 		$214K Buy
+4,481
New +$216K 0.05% 221
2022
Q3 		– Sell
-4,492
Closed -$239K – 235
2022
Q2 		$239K Sell
4,492
-187
-4% -$9.88K 0.06% 204
2022
Q1 		$273K Hold
4,679
– – 0.06% 185
2021
Q4 		$278K Buy
4,679
+69
+1% +$4.01K 0.1% 121
2021
Q3 		$255K Buy
4,610
+16
+0.3% +$942 0.1% 116
2021
Q2 		$283K Buy
4,594
+17
+0.4% +$1.15K 0.11% 113
2021
Q1 		$310K Sell
4,577
-906
-17% -$59.6K 0.13% 100
2020
Q4 		$352K Buy
5,483
+12
+0.2% +$729 0.22% 82
2020
Q3 		$312K Buy
5,471
+8
+0.1% +$540 0.21% 75
2020
Q2 		$434K Sell
5,463
-1,486
-21% -$140K 0.32% 58
2020
Q1 		$701K Sell
6,949
-656
-9% -$72.3K 0.69% 39
2019
Q4 		$878K Buy
+7,605
New +$866K 0.82% 38

Other funds holding UHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NFP Retirement Inc's UHT Position: Q3 2023 in Review

NFP Retirement Inc sold out of Universal Health Realty Income Trust (UHT) in Q3 2023, closing a stake of 4,506 shares — an estimated $214K sold.

NFP Retirement Inc first reported a position in UHT in Q4 2019 and held it in 14 quarters. The position peaked at $878K in Q4 2019. 159 funds tracked by Wall St. Rank hold UHT as of Q3 2023.

  • NFP Retirement Inc reported no remaining Universal Health Realty Income Trust position as of Q3 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 4,506 Universal Health Realty Income Trust shares in Q3 2023, an estimated $214K.
  • NFP Retirement Inc first reported a position in Universal Health Realty Income Trust in Q4 2019 and held it in 14 quarters.
  • NFP Retirement Inc's Universal Health Realty Income Trust position peaked at $878K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2023.

Based on NFP Retirement Inc's 13F filing for Q3 2023, filed 13 Feb 2025.