Wealthspire Advisors (Maryland)’s Universal Health Realty Income Trust UHT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-52	Closed	-$4K	–	1945
2019 Q1	$4K	Hold	52	–	–	﹤0.01%	1936
2018 Q4	$3K	Hold	52	–	–	﹤0.01%	1997
2018 Q3	$4K	Hold	52	–	–	﹤0.01%	1941
2018 Q2	$3K	Buy	52 +9	+21%	+$555	﹤0.01%	2059
2018 Q1	$3K	Buy	43 +22	+105%	+$1.38K	﹤0.01%	2071
2017 Q4	$2K	Buy	+21	New	+$1.57K	﹤0.01%	2178

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UHT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Universal Health Realty Income Trust (UHT) in Q2 2019, closing a stake of 52 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in UHT in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 154 funds tracked by Wall St. Rank hold UHT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Universal Health Realty Income Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 52 Universal Health Realty Income Trust shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Universal Health Realty Income Trust in Q4 2017 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Universal Health Realty Income Trust position peaked at $4K in Q1 2019.
154 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.