Whitnell & Co’s Universal Health Realty Income Trust UHT Stock Holding History

Whitnell & Co’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 Q4	$327K	Hold	2,788	–	–	0.1%	128
2019 Q3	$287K	Hold	2,788	–	–	0.1%	130
2019 Q2	$237K	Hold	2,788	–	–	0.09%	128
2019 Q1	$211K	Hold	2,788	–	–	0.08%	137
2018 Q4	$171K	Hold	2,788	–	–	0.08%	143
2018 Q3	$207K	Hold	2,788	–	–	0.08%	123
2018 Q2	$178K	Hold	2,788	–	–	0.07%	129
2018 Q1	$168K	Hold	2,788	–	–	0.07%	131
2017 Q4	$209K	Sell	2,788 -612	-18%	-$45.9K	0.09%	125
2017 Q3	$257K	Hold	3,400	–	–	0.11%	116
2017 Q2	$270K	Hold	3,400	–	–	0.12%	116
2017 Q1	$219K	Sell	3,400 -300	-8%	-$19K	0.1%	122
2016 Q4	$243K	Hold	3,700	–	–	0.11%	117
2016 Q3	$233K	Hold	3,700	–	–	0.08%	128
2016 Q2	$212K	Hold	3,700	–	–	0.07%	135
2016 Q1	$208K	Sell	3,700 -700	-16%	-$35.9K	0.08%	139
2015 Q4	$220K	Hold	4,400	–	–	0.08%	133
2015 Q3	$207K	Hold	4,400	–	–	0.08%	132
2015 Q2	$204K	Hold	4,400	–	–	0.07%	134
2015 Q1	$248K	Hold	4,400	–	–	0.09%	123
2014 Q4	$212K	Sell	4,400 -1,000	-19%	-$47.1K	0.08%	127
2014 Q3	$225K	Hold	5,400	–	–	0.09%	128
2014 Q2	$235K	Hold	5,400	–	–	0.11%	129
2014 Q1	$228K	Hold	5,400	–	–	0.11%	131
2013 Q4	$216K	Hold	5,400	–	–	0.1%	133
2013 Q3	$226K	Hold	5,400	–	–	0.11%	131
2013 Q2	$233K	Buy	+5,400	New	+$277K	0.12%	127

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitnell & Co's UHT Position: Q4 2019 in Review

Whitnell & Co held its Universal Health Realty Income Trust (UHT) position steady in Q4 2019 at 2,788 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #128.

Whitnell & Co first reported a position in UHT in Q2 2013 and has held it in 27 quarters since. 182 funds tracked by Wall St. Rank hold UHT as of Q4 2019.

Whitnell & Co held 2,788 shares of Universal Health Realty Income Trust worth $327K as of Q4 2019.
Whitnell & Co left its Universal Health Realty Income Trust share count unchanged in Q4 2019.
Universal Health Realty Income Trust made up 0.1% of Whitnell & Co's portfolio in Q4 2019, its #128 holding.
Whitnell & Co first reported a position in Universal Health Realty Income Trust in Q2 2013 and has held it in 27 quarters since.
182 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.