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PFG Investments’s Universal Health Realty Income Trust UHT Stock Holding History

PFG Investments’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
Q4 		– Sell
-10,427
Closed -$422K – 545
2023
Q3 		$422K Buy
10,427
+6
+0.1% +$278 0.08% 262
2023
Q2 		$496K Buy
10,421
+218
+2% +$10K 0.09% 249
2023
Q1 		$491K Buy
+10,203
New +$527K 0.1% 238

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG Investments's UHT Position: Q4 2023 in Review

PFG Investments sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 10,427 shares — an estimated $422K sold.

PFG Investments first reported a position in UHT in Q1 2023 and held it in 3 quarters. The position peaked at $496K in Q2 2023. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

  • PFG Investments reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
  • PFG Investments sold 10,427 Universal Health Realty Income Trust shares in Q4 2023, an estimated $422K.
  • PFG Investments first reported a position in Universal Health Realty Income Trust in Q1 2023 and held it in 3 quarters.
  • PFG Investments's Universal Health Realty Income Trust position peaked at $496K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on PFG Investments's 13F filing for Q4 2023, filed 17 Jan 2024.