TCI Wealth Advisors’s Universal Health Realty Income Trust UHT Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-176	Closed	-$8.47K	–	2117
2023 Q1	$8.47K	Hold	176	–	–	﹤0.01%	1188
2022 Q4	$8.4K	Buy	176 +85	+93%	+$4.1K	﹤0.01%	1190
2022 Q3	$4K	Buy	+91	New	+$4.65K	﹤0.01%	1689
2022 Q2	–	Sell	-51	Closed	-$3K	–	2523
2022 Q1	$3K	Buy	+51	New	+$2.96K	﹤0.01%	1925
2020 Q4	–	Sell	-17	Closed	-$1K	–	1671
2020 Q3	$1K	Hold	17	–	–	﹤0.01%	1444
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	1373
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	1107
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	1219
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	1161
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	1313
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	1316
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	1322
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	1342
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	1387
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	1235
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	1276
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	1212
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	1227
2017 Q1	$1K	Sell	17 -101	-86%	-$6.39K	﹤0.01%	1175
2016 Q4	$8K	Buy	118 +1	+0.9%	+$60	﹤0.01%	682
2016 Q3	$7K	Hold	117	–	–	﹤0.01%	662
2016 Q2	$7K	Buy	117 +5	+4%	+$276	﹤0.01%	660
2016 Q1	$6K	Buy	+112	New	+$5.74K	﹤0.01%	687
2015 Q4	–	Hold	0	–	–	–	726
2015 Q3	–	Hold	0	–	–	–	643
2015 Q1	–	Hold	0	–	–	–	551

Other funds holding UHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's UHT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 176 shares — an estimated $8.47K sold.

TCI Wealth Advisors first reported a position in UHT in Q1 2016 and held it in 23 quarters. The position peaked at $8.47K in Q1 2023. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

TCI Wealth Advisors reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 176 Universal Health Realty Income Trust shares in Q2 2023, an estimated $8.47K.
TCI Wealth Advisors first reported a position in Universal Health Realty Income Trust in Q1 2016 and held it in 23 quarters.
TCI Wealth Advisors's Universal Health Realty Income Trust position peaked at $8.47K in Q1 2023.
156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.