SIM
UHT

Sonora Investment Management’s Universal Health Realty Income Trust UHT Stock Holding History

Sonora Investment 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
2021
Q3 		$22K Hold
395
– – ﹤0.01% 609
2021
Q2 		$24K Buy
+395
New +$26.7K ﹤0.01% 538
2015
Q4 		– Sell
-571
Closed -$25K – 1143
2015
Q3 		$25K Buy
+571
New +$27.2K 0.01% 299

Other funds holding UHT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sonora Investment Management's UHT Position: Q3 2021 in Review

Sonora Investment Management held its Universal Health Realty Income Trust (UHT) position steady in Q3 2021 at 395 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Sonora Investment Management first reported a position in UHT in Q3 2015 and has held it in 3 quarters since. The position peaked at $25K in Q3 2015. 154 funds tracked by Wall St. Rank hold UHT as of Q3 2021.

  • Sonora Investment Management held 395 shares of Universal Health Realty Income Trust worth $22K as of Q3 2021.
  • Sonora Investment Management left its Universal Health Realty Income Trust share count unchanged in Q3 2021.
  • Universal Health Realty Income Trust made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #609 holding.
  • Sonora Investment Management first reported a position in Universal Health Realty Income Trust in Q3 2015 and has held it in 3 quarters since.
  • Sonora Investment Management's Universal Health Realty Income Trust position peaked at $25K in Q3 2015.
  • 154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.