TAM
UHT

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

Tocqueville Asset 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
2026
Q1 		$583K Hold
14,400
– – 0.01% 416
2025
Q4 		$565K Hold
14,400
– – 0.01% 436
2025
Q3 		$564K Hold
14,400
– – 0.01% 419
2025
Q2 		$576K Hold
14,400
– – 0.01% 404
2025
Q1 		$590K Buy
14,400
+1,500
+12% +$58.9K 0.01% 393
2024
Q4 		$480K Buy
12,900
+1,000
+8% +$40.7K 0.01% 428
2024
Q3 		$544K Buy
11,900
+5,500
+86% +$237K 0.01% 401
2024
Q2 		$250K Sell
6,400
-1,200
-16% -$43.9K ﹤0.01% 471
2024
Q1 		$279K Sell
7,600
-300
-4% -$11.9K ﹤0.01% 459
2023
Q4 		$342K Sell
7,900
-2,000
-20% -$81.5K 0.01% 439
2023
Q3 		$400K Buy
9,900
+1,300
+15% +$60.2K 0.01% 419
2023
Q2 		$409K Buy
8,600
+2,100
+32% +$96.5K 0.01% 429
2023
Q1 		$313K Buy
6,500
+500
+8% +$25.8K 0.01% 451
2022
Q4 		$286K Buy
+6,000
New +$289K 0.01% 501

Other funds holding UHT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 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