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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.79M Buy
69,682
+909
+1% +$36.3K ﹤0.01% 1741
2025
Q1
$2.82M Buy
68,773
+1,484
+2% +$60.8K ﹤0.01% 1703
2024
Q4
$2.5M Buy
67,289
+2,458
+4% +$91.5K ﹤0.01% 1765
2024
Q3
$2.97M Sell
64,831
-1,776
-3% -$81.3K ﹤0.01% 1704
2024
Q2
$2.61M Sell
66,607
-2,688
-4% -$105K ﹤0.01% 1722
2024
Q1
$2.54M Sell
69,295
-1,309
-2% -$48.1K ﹤0.01% 1741
2023
Q4
$3.05M Sell
70,604
-833
-1% -$36K ﹤0.01% 1700
2023
Q3
$2.89M Sell
71,437
-3,175
-4% -$128K ﹤0.01% 1691
2023
Q2
$3.55M Sell
74,612
-4,345
-6% -$207K ﹤0.01% 1640
2023
Q1
$3.8M Sell
78,957
-2,128
-3% -$102K ﹤0.01% 1631
2022
Q4
$3.87M Buy
81,085
+2,080
+3% +$99.3K ﹤0.01% 1612
2022
Q3
$3.41M Sell
79,005
-1,569
-2% -$67.8K ﹤0.01% 1616
2022
Q2
$4.29M Sell
80,574
-4,168
-5% -$222K ﹤0.01% 1602
2022
Q1
$4.95M Sell
84,742
-749
-0.9% -$43.7K ﹤0.01% 1663
2021
Q4
$5.08M Sell
85,491
-1,987
-2% -$118K ﹤0.01% 1659
2021
Q3
$4.84M Sell
87,478
-1,166
-1% -$64.4K ﹤0.01% 1698
2021
Q2
$5.46M Buy
88,644
+619
+0.7% +$38.1K ﹤0.01% 1688
2021
Q1
$5.97M Sell
88,025
-78
-0.1% -$5.29K ﹤0.01% 1613
2020
Q4
$5.66M Sell
88,103
-3,625
-4% -$233K ﹤0.01% 1517
2020
Q3
$5.23M Sell
91,728
-2,939
-3% -$168K ﹤0.01% 1420
2020
Q2
$7.53M Sell
94,667
-3,793
-4% -$302K 0.01% 1216
2020
Q1
$9.93M Sell
98,460
-3,694
-4% -$372K 0.01% 910
2019
Q4
$12M Sell
102,154
-478
-0.5% -$56.1K 0.01% 1149
2019
Q3
$10.6M Buy
102,632
+1,190
+1% +$122K 0.01% 1181
2019
Q2
$8.62M Sell
101,442
-181
-0.2% -$15.4K 0.01% 1307
2019
Q1
$7.69M Sell
101,623
-1,047
-1% -$79.3K 0.01% 1383
2018
Q4
$6.3M Buy
102,670
+567
+0.6% +$34.8K 0.01% 1413
2018
Q3
$7.6M Buy
102,103
+3,653
+4% +$272K 0.01% 1465
2018
Q2
$6.3M Sell
98,450
-7,583
-7% -$485K 0.01% 1522
2018
Q1
$6.37M Buy
106,033
+3,150
+3% +$189K 0.01% 1469
2017
Q4
$7.73M Buy
102,883
+8,603
+9% +$646K 0.01% 1391
2017
Q3
$7.12M Sell
94,280
-3,611
-4% -$273K 0.01% 1430
2017
Q2
$7.79M Buy
97,891
+2,868
+3% +$228K 0.01% 1375
2017
Q1
$6.13M Buy
95,023
+3,279
+4% +$211K 0.01% 1462
2016
Q4
$6.02M Buy
91,744
+1,298
+1% +$85.1K 0.01% 1451
2016
Q3
$5.7M Buy
90,446
+4,162
+5% +$262K 0.01% 1414
2016
Q2
$4.93M Buy
86,284
+2,315
+3% +$132K 0.01% 1434
2016
Q1
$4.72M Buy
83,969
+3,014
+4% +$170K 0.01% 1400
2015
Q4
$4.05M Buy
80,955
+3,627
+5% +$181K 0.01% 1439
2015
Q3
$3.63M Sell
77,328
-3,701
-5% -$174K 0.01% 1473
2015
Q2
$3.77M Sell
81,029
-4,981
-6% -$231K 0.01% 1522
2015
Q1
$4.84M Buy
86,010
+7,683
+10% +$432K 0.01% 1391
2014
Q4
$3.77M Buy
78,327
+531
+0.7% +$25.6K 0.01% 1512
2014
Q3
$3.24M Sell
77,796
-847
-1% -$35.3K 0.01% 1526
2014
Q2
$3.42M Buy
78,643
+689
+0.9% +$30K 0.01% 1565
2014
Q1
$3.29M Buy
77,954
+3,827
+5% +$162K 0.01% 1548
2013
Q4
$2.97M Buy
74,127
+4,634
+7% +$186K 0.01% 1582
2013
Q3
$2.91M Sell
69,493
-3,687
-5% -$154K 0.01% 1537
2013
Q2
$3.16M Buy
+73,180
New +$3.16M 0.01% 1450