SCM
UHT

Schnieders Capital Management’s Universal Health Realty Income Trust UHT Stock Holding History

Schnieders Capital Management’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
-5,650
Closed -$258K – 220
2024
Q3 		$258K Buy
+5,650
New +$243K 0.05% 181
2022
Q3 		– Sell
-7,800
Closed -$415K – 192
2022
Q2 		$415K Buy
7,800
+725
+10% +$38.3K 0.12% 122
2022
Q1 		$413K Buy
+7,075
New +$410K 0.1% 140

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

Schnieders Capital Management's UHT Position: Q4 2024 in Review

Schnieders Capital Management sold out of Universal Health Realty Income Trust (UHT) in Q4 2024, closing a stake of 5,650 shares — an estimated $258K sold.

Schnieders Capital Management first reported a position in UHT in Q1 2022 and held it in 3 quarters. The position peaked at $415K in Q2 2022. 164 funds tracked by Wall St. Rank hold UHT as of Q4 2024.

  • Schnieders Capital Management reported no remaining Universal Health Realty Income Trust position as of Q4 2024 after selling out during the quarter.
  • Schnieders Capital Management sold 5,650 Universal Health Realty Income Trust shares in Q4 2024, an estimated $258K.
  • Schnieders Capital Management first reported a position in Universal Health Realty Income Trust in Q1 2022 and held it in 3 quarters.
  • Schnieders Capital Management's Universal Health Realty Income Trust position peaked at $415K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2024.

Based on Schnieders Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.