A detailed history of Creative Planning transactions in Universal Health Realty Income Trust stock. As of the latest transaction made, Creative Planning holds 10,661 shares of UHT stock, worth $434,222. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,661
Previous 9,456 12.74%
Holding current value
$434,222
Previous $370,000 31.62%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$38.06 - $46.56 $45,862 - $56,104
1,205 Added 12.74%
10,661 $487,000
Q2 2024

Aug 15, 2024

BUY
$32.38 - $39.49 $306,185 - $373,417
9,456 New
9,456 $370,000
Q2 2020

Jul 23, 2020

SELL
$73.58 - $113.11 $165,996 - $255,176
-2,256 Closed
0 $0
Q3 2019

Nov 01, 2019

SELL
$84.7 - $102.8 $203,280 - $246,720
-2,400 Reduced 51.55%
2,256 $232,000
Q2 2019

Jul 26, 2019

BUY
$74.15 - $91.4 $24,766 - $30,527
334 Added 7.73%
4,656 $395,000
Q1 2019

Apr 24, 2019

SELL
$60.24 - $76.6 $13,975 - $17,771
-232 Reduced 5.09%
4,322 $327,000
Q2 2018

Jul 20, 2018

SELL
$58.05 - $66.76 $8,127 - $9,346
-140 Reduced 2.98%
4,554 $291,000
Q1 2018

Apr 18, 2018

SELL
$55.36 - $73.77 $33,216 - $44,262
-600 Reduced 11.33%
4,694 $282,000
Q3 2017

Oct 17, 2017

BUY
$73.35 - $77.48 $388,314 - $410,179
5,294
5,294 $400,000

Others Institutions Holding UHT

About UNIVERSAL HEALTH REALTY INCOME TRUST


  • Ticker UHT
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 13,802,200
  • Market Cap $562M
  • Description
  • Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including acute care hospitals, rehabilitation hospitals, sub-acute care facilities, medical/office buildings, free-standing emergency departments and childcare centers. We have investments in seventy-one properties lo...
More about UHT
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.