Venture Visionary Partners’s Universal Health Realty Income Trust UHT Stock Holding History

Venture Visionary 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
2023 Q2	–	Sell	-4,431	Closed	-$213K	–	549
2023 Q1	$213K	Hold	4,431	–	–	0.01%	462
2022 Q4	$211K	Buy	+4,431	New	+$214K	0.02%	442
2022 Q3	–	Sell	-4,431	Closed	-$236K	–	1476
2022 Q2	$236K	Hold	4,431	–	–	0.02%	417
2022 Q1	$258K	Hold	4,431	–	–	0.02%	432
2021 Q4	$263K	Hold	4,431	–	–	0.02%	436
2021 Q3	$244K	Buy	+4,431	New	+$261K	0.02%	448

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

Venture Visionary Partners's UHT Position: Q2 2023 in Review

Venture Visionary Partners sold out of Universal Health Realty Income Trust (UHT) in Q2 2023, closing a stake of 4,431 shares — an estimated $213K sold.

Venture Visionary Partners first reported a position in UHT in Q3 2021 and held it in 6 quarters. The position peaked at $263K in Q4 2021. 156 funds tracked by Wall St. Rank hold UHT as of Q2 2023.

Venture Visionary Partners reported no remaining Universal Health Realty Income Trust position as of Q2 2023 after selling out during the quarter.
Venture Visionary Partners sold 4,431 Universal Health Realty Income Trust shares in Q2 2023, an estimated $213K.
Venture Visionary Partners first reported a position in Universal Health Realty Income Trust in Q3 2021 and held it in 6 quarters.
Venture Visionary Partners's Universal Health Realty Income Trust position peaked at $263K in Q4 2021.
156 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2023.

Based on Venture Visionary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.