PWMG
UHT

Private Wealth Management Group’s Universal Health Realty Income Trust UHT Stock Holding History

Private Wealth Management 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
2024
Q4 		– Sell
-50
Closed -$2.29K – 1577
2024
Q3 		$2.29K Hold
50
– – ﹤0.01% 1010
2024
Q2 		$1.96K Buy
50
+32
+178% +$1.17K ﹤0.01% 1055
2024
Q1 		$661 Sell
18
-35
-66% -$1.39K ﹤0.01% 1384
2023
Q4 		$2.29K Buy
+53
New +$2.16K ﹤0.01% 927

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's UHT Position: Q4 2024 in Review

Private Wealth Management Group sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 50 shares — an estimated $2.29K sold.

Private Wealth Management Group first reported a position in UHT in Q4 2023 and held it in 4 quarters. The position peaked at $2.29K in Q4 2023. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

  • Private Wealth Management Group reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 50 Universal Health Realty Income Trust shares in Q4 2024, an estimated $2.29K.
  • Private Wealth Management Group first reported a position in Universal Health Realty Income Trust in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Universal Health Realty Income Trust position peaked at $2.29K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.