SM
UHT

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

Stratton 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
2013
Q3 		– Sell
-11,300
Closed -$487K – 339
2013
Q2 		$487K Buy
+11,300
New +$580K 0.03% 276

Other funds holding UHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stratton Management's UHT Position: Q3 2013 in Review

Stratton Management sold out of Universal Health Realty Income Trust (UHT) in Q3 2013, closing a stake of 11,300 shares — an estimated $487K sold.

Stratton Management first reported a position in UHT in Q2 2013 and held it in 1 quarter. The position peaked at $487K in Q2 2013. 132 funds tracked by Wall St. Rank hold UHT as of Q3 2013.

  • Stratton Management reported no remaining Universal Health Realty Income Trust position as of Q3 2013 after selling out during the quarter.
  • Stratton Management sold 11,300 Universal Health Realty Income Trust shares in Q3 2013, an estimated $487K.
  • Stratton Management first reported a position in Universal Health Realty Income Trust in Q2 2013 and held it in 1 quarter.
  • Stratton Management's Universal Health Realty Income Trust position peaked at $487K in Q2 2013.
  • 132 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q3 2013.

Based on Stratton Management's 13F filing for Q3 2013, filed 7 Nov 2013.