Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.79M | Buy |
93,638
+16,345
| +21% | +$678K | ﹤0.01% | 1527 |
|
|
2025
Q4 | $3.03M | Sell |
77,293
-18,372
| -19% | -$716K | ﹤0.01% | 1634 |
|
|
2025
Q3 | $3.75M | Buy |
95,665
+634
| +0.7% | +$25.5K | ﹤0.01% | 1460 |
|
|
2025
Q2 | $3.8M | Buy |
95,031
+858
| +0.9% | +$33.7K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $3.86M | Buy |
94,173
+16,072
| +21% | +$631K | ﹤0.01% | 1334 |
|
|
2024
Q4 | $2.91M | Buy |
78,101
+5,447
| +7% | +$222K | ﹤0.01% | 1542 |
|
|
2024
Q3 | $3.32M | Buy |
72,654
+2,471
| +4% | +$106K | ﹤0.01% | 1443 |
|
|
2024
Q2 | $2.75M | Buy |
70,183
+18
| +0% | +$658 | ﹤0.01% | 1507 |
|
|
2024
Q1 | $2.58M | Sell |
70,165
-11,693
| -14% | -$464K | ﹤0.01% | 1542 |
|
|
2023
Q4 | $3.54M | Sell |
81,858
-20,103
| -20% | -$819K | ﹤0.01% | 1302 |
|
|
2023
Q3 | $4.12M | Buy |
101,961
+56,624
| +125% | +$2.62M | 0.01% | 1136 |
|
|
2023
Q2 | $2.16M | Sell |
45,337
-576
| -1% | -$26.5K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $2.21M | Buy |
45,913
+23,724
| +107% | +$1.22M | ﹤0.01% | 1509 |
|
|
2022
Q4 | $1.06M | Sell |
22,189
-8,692
| -28% | -$419K | ﹤0.01% | 1961 |
|
|
2022
Q3 | $1.33M | Sell |
30,881
-546
| -2% | -$27.9K | ﹤0.01% | 1756 |
|
|
2022
Q2 | $1.67M | Buy |
31,427
+418
| +1% | +$22.1K | ﹤0.01% | 1614 |
|
|
2022
Q1 | $1.81M | Buy |
31,009
+205
| +0.7% | +$11.9K | ﹤0.01% | 1685 |
|
|
2021
Q4 | $1.83M | Sell |
30,804
-8,150
| -21% | -$474K | ﹤0.01% | 1687 |
|
|
2021
Q3 | $2.15M | Buy |
38,954
+24,550
| +170% | +$1.45M | ﹤0.01% | 1525 |
|
|
2021
Q2 | $886K | Buy |
14,404
+5,050
| +54% | +$342K | ﹤0.01% | 2192 |
|
|
2021
Q1 | $634K | Buy |
9,354
+600
| +7% | +$39.5K | ﹤0.01% | 2328 |
|
|
2020
Q4 | $563K | Buy |
+8,754
| New | +$532K | ﹤0.01% | 2248 |
|
|
2019
Q2 | – | Sell |
-4,739
| Closed | -$358K | – | 3048 |
|
|
2019
Q1 | $358K | Buy |
4,739
+75
| +2% | +$5.34K | ﹤0.01% | 2254 |
|
|
2018
Q4 | $285K | Buy |
4,664
+300
| +7% | +$20.3K | ﹤0.01% | 2266 |
|
|
2018
Q3 | $322K | Sell |
4,364
-100
| -2% | -$7.04K | ﹤0.01% | 2323 |
|
|
2018
Q2 | $285K | Hold |
4,464
| – | – | ﹤0.01% | 2330 |
|
|
2018
Q1 | $270K | Sell |
4,464
-1
| -0% | -$63 | ﹤0.01% | 2305 |
|
|
2017
Q4 | $337K | Sell |
4,465
-60
| -1% | -$4.5K | ﹤0.01% | 2134 |
|
|
2017
Q3 | $342K | Sell |
4,525
-547
| -11% | -$42.2K | ﹤0.01% | 2095 |
|
|
2017
Q2 | $406K | Sell |
5,072
-128
| -2% | -$9.23K | ﹤0.01% | 1981 |
|
|
2017
Q1 | $334K | Buy |
5,200
+266
| +5% | +$16.8K | ﹤0.01% | 2040 |
|
|
2016
Q4 | $325K | Buy |
4,934
+609
| +14% | +$36.6K | ﹤0.01% | 1999 |
|
|
2016
Q3 | $274K | Sell |
4,325
-275
| -6% | -$16.6K | ﹤0.01% | 2026 |
|
|
2016
Q2 | $264K | Buy |
+4,600
| New | +$254K | ﹤0.01% | 2111 |
|
Other funds holding UHT
VPM
VCM
VIM
