Raymond James Financial Services Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$533K Buy
11,643
+1,397
+14% +$60.1K ﹤0.01% 2573
2024
Q2
$401K Buy
10,246
+256
+3% +$9.36K ﹤0.01% 2689
2024
Q1
$367K Sell
9,990
-1,974
-16% -$78.3K ﹤0.01% 2729
2023
Q4
$517K Sell
11,964
-415
-3% -$16.9K ﹤0.01% 2385
2023
Q3
$500K Sell
12,379
-173
-1% -$8.02K ﹤0.01% 2334
2023
Q2
$597K Sell
12,552
-62
-0.5% -$2.85K ﹤0.01% 2239
2023
Q1
$607K Buy
12,614
+51
+0.4% +$2.63K ﹤0.01% 2209
2022
Q4
$600K Buy
12,563
+733
+6% +$35.3K ﹤0.01% 2165
2022
Q3
$511K Sell
11,830
-1,315
-10% -$67.1K ﹤0.01% 2235
2022
Q2
$699K Sell
13,145
-434
-3% -$22.9K ﹤0.01% 2061
2022
Q1
$793K Buy
13,579
+794
+6% +$46K ﹤0.01% 2105
2021
Q4
$760K Buy
12,785
+1,307
+11% +$76K ﹤0.01% 2134
2021
Q3
$634K Sell
11,478
-731
-6% -$43K ﹤0.01% 2218
2021
Q2
$751K Sell
12,209
-1,841
-13% -$125K ﹤0.01% 2132
2021
Q1
$952K Sell
14,050
-154
-1% -$10.1K ﹤0.01% 1892
2020
Q4
$913K Sell
14,204
-104
-0.7% -$6.32K ﹤0.01% 1753
2020
Q3
$815K Buy
14,308
+7
+0% +$472 ﹤0.01% 1676
2020
Q2
$1.14M Sell
14,301
-1,142
-7% -$108K ﹤0.01% 1411
2020
Q1
$1.56M Sell
15,443
-9,269
-38% -$1.02M 0.01% 1009
2019
Q4
$2.9M Buy
24,712
+18,324
+287% +$2.09M 0.01% 985
2019
Q3
$657K Sell
6,388
-195
-3% -$18.4K ﹤0.01% 1730
2019
Q2
$559K Sell
6,583
-650
-9% -$53.4K ﹤0.01% 1859
2019
Q1
$548K Sell
7,233
-858
-11% -$61.1K ﹤0.01% 1840
2018
Q4
$497K Buy
8,091
+708
+10% +$48K ﹤0.01% 1673
2018
Q3
$549K Sell
7,383
-131
-2% -$9.22K ﹤0.01% 1839
2018
Q2
$481K Buy
7,514
+1
+0% +$62 ﹤0.01% 1889
2018
Q1
$452K Sell
7,513
-2,843
-27% -$178K ﹤0.01% 1777
2017
Q4
$778K Sell
10,356
-7,906
-43% -$592K ﹤0.01% 1457
2017
Q3
$1.38M Sell
18,262
-1,945
-10% -$150K 0.01% 1107
2017
Q2
$1.61M Sell
20,207
-713
-3% -$51.4K 0.01% 989
2017
Q1
$1.35M Buy
20,920
+77
+0.4% +$4.87K 0.01% 1009
2016
Q4
$1.37M Sell
20,843
-33
-0.2% -$1.98K 0.01% 961
2016
Q3
$1.32M Sell
20,876
-16
-0.1% -$965 0.01% 952
2016
Q2
$1.2M Sell
20,892
-215
-1% -$11.9K 0.01% 948
2016
Q1
$1.19M Sell
21,107
-212
-1% -$10.9K 0.01% 829
2015
Q4
$1.07M Sell
21,319
-50
-0.2% -$2.5K 0.01% 893
2015
Q3
$1M Buy
21,369
+1,501
+8% +$71.4K 0.02% 772
2015
Q2
$923K Buy
+19,868
New +$990K 0.07% 348
2013
Q3
Sell
-39,276
Closed -$1.69M 924
2013
Q2
$1.69M Buy
+39,276
New +$2.01M 0.05% 438

Other funds holding UHT

Raymond James Financial Services Advisors's UHT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Universal Health Realty Income Trust (UHT) stake by 14% in Q3 2024, buying an estimated $60.1K and bringing the position to 11,643 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Raymond James Financial Services Advisors first reported a position in UHT in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.9M in Q4 2019. 173 funds tracked by Wall St. Rank hold UHT as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,643 shares of Universal Health Realty Income Trust worth $533K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,397 Universal Health Realty Income Trust shares in Q3 2024, an estimated $60.1K.
  • Universal Health Realty Income Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2573 holding.
  • Raymond James Financial Services Advisors first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's Universal Health Realty Income Trust position peaked at $2.9M in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.