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Universal Health Realty Income Trust shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Universal Health Realty Income Trust (UHT) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Universal Health Realty Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Universal Health Realty Income Trust held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Universal Health Realty Income Trust by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 436 36.71
2023-12-31 $19k 436 43.25
2023-09-30 $65k 1.6k 40.43
2023-06-30 $76k 1.6k 47.59
2023-03-31 $26k 536 48.11
2022-12-31 $85k 1.8k 47.73
2022-09-30 $77k 1.8k 43.11
2022-06-30 $169k 3.1k 53.91
2022-03-31 $115k 2.0k 57.93
2021-12-31 $123k 2.1k 58.99
2021-09-30 $99k 1.7k 56.60
2021-06-30 $123k 2.0k 60.92
2021-03-31 $135k 2.0k 66.86
2020-12-31 $141k 2.0k 69.84
2020-09-30 $123k 2.3k 54.21
2020-06-30 $166k 2.3k 73.16
2020-03-31 $213k 2.3k 93.87
2019-12-31 $261k 2.3k 115.03
2019-09-30 $230k 2.3k 101.37
2019-06-30 $228k 2.7k 84.88
2019-03-31 $203k 2.7k 75.58
2018-12-31 $165k 2.7k 61.43
2018-09-30 $201k 2.7k 74.33
2018-06-30 $200k 3.1k 63.82
2018-03-31 $188k 3.1k 59.99
2017-12-31 $261k 3.5k 74.91
2017-09-30 $275k 3.6k 75.49
2017-06-30 $331k 4.2k 79.43
2017-03-31 $268k 4.2k 64.39
2016-12-31 $279k 4.3k 65.48
2016-09-30 $273k 4.3k 62.92
2016-06-30 $247k 4.3k 57.02
2016-03-31 $242k 4.3k 55.95

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding Universal Health Realty Income Trust

Vanguard Group
Bank of New York Mellon
Dimensional Fund Advisors
Legal & General Group
Charles Schwab Investment Management
Stifel Financial
Principal Financial Group
State of New Jersey Common Pension Fund D
Dean Investment Associates
Millennium Management
Ubs Global Asset Management Americas
UBS Group
Wealthtrust Axiom
Jpmorgan Chase & Co
Bank of America Corporation

View all funds holding Universal Health Realty Income Trust