RJA
UHT

Raymond James & Associates’s Universal Health Realty Income Trust UHT Stock Holding History

Raymond James & Associates’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
-5,860
Closed -$237K – 3953
2023
Q3 		$237K Hold
5,860
– – ﹤0.01% 3366
2023
Q2 		$279K Hold
5,860
– – ﹤0.01% 3306
2023
Q1 		$282K Buy
5,860
+1,200
+26% +$61.9K ﹤0.01% 3275
2022
Q4 		$222K Sell
4,660
-135
-3% -$6.51K ﹤0.01% 3393
2022
Q3 		$207K Buy
+4,795
New +$245K ﹤0.01% 3424

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Raymond James & Associates's UHT Position: Q4 2023 in Review

Raymond James & Associates sold out of Universal Health Realty Income Trust (UHT) in Q4 2023, closing a stake of 5,860 shares — an estimated $237K sold.

Raymond James & Associates first reported a position in UHT in Q3 2022 and held it in 5 quarters. The position peaked at $282K in Q1 2023. 152 funds tracked by Wall St. Rank hold UHT as of Q4 2023.

  • Raymond James & Associates reported no remaining Universal Health Realty Income Trust position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 5,860 Universal Health Realty Income Trust shares in Q4 2023, an estimated $237K.
  • Raymond James & Associates first reported a position in Universal Health Realty Income Trust in Q3 2022 and held it in 5 quarters.
  • Raymond James & Associates's Universal Health Realty Income Trust position peaked at $282K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.