SWP
UHT

Stratos Wealth Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-6,489
Closed -$281K – 1454
2023
Q4 		$281K Buy
+6,489
New +$265K 0.01% 1113

Other funds holding UHT

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's UHT Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Universal Health Realty Income Trust (UHT) in Q1 2024, closing a stake of 6,489 shares — an estimated $281K sold.

Stratos Wealth Partners first reported a position in UHT in Q4 2023 and held it in 1 quarter. The position peaked at $281K in Q4 2023. 157 funds tracked by Wall St. Rank hold UHT as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Universal Health Realty Income Trust position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,489 Universal Health Realty Income Trust shares in Q1 2024, an estimated $281K.
  • Stratos Wealth Partners first reported a position in Universal Health Realty Income Trust in Q4 2023 and held it in 1 quarter.
  • Stratos Wealth Partners's Universal Health Realty Income Trust position peaked at $281K in Q4 2023.
  • 157 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.