PFG
UHT

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

Piershale 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
2023
Q2 		$4.76K Hold
100
– – ﹤0.01% 176
2023
Q1 		$4.81K Hold
100
– – ﹤0.01% 173
2022
Q4 		$4.77K Buy
+100
New +$4.82K ﹤0.01% 180

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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Piershale Financial Group's UHT Position: Q2 2023 in Review

Piershale Financial Group held its Universal Health Realty Income Trust (UHT) position steady in Q2 2023 at 100 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #176.

Piershale Financial Group first reported a position in UHT in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.81K in Q1 2023. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

  • Piershale Financial Group held 100 shares of Universal Health Realty Income Trust worth $4.76K as of Q2 2023.
  • Piershale Financial Group left its Universal Health Realty Income Trust share count unchanged in Q2 2023.
  • Universal Health Realty Income Trust made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #176 holding.
  • Piershale Financial Group first reported a position in Universal Health Realty Income Trust in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Universal Health Realty Income Trust position peaked at $4.81K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.