Universal Health Realty Income Trust
UHT- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000798783
No open-market purchases or sales by Universal Health Realty Income Trust insiders were filed in the last 90 days; 184 institutions reported holding it in 13F filings for Q2 2026, worth $377.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Universal Health Realty Income Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 160
- +8 vs. Q1 2021
- Shares held
- 9.06M
- −175.0K (−1.9%) vs. Q1 2021
- Total value
- $557.6M
- −$68.3M (−10.9%) vs. Q1 2021
- New holders
- 24
- 44 more added
- Sold out
- 16
- 54 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UHT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 184 | $377.1M |
| Q1 2026 | 187 | $357.2M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $345.9M |
| Q2 2025 | 171 | $347.5M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $405.0M |
| Q2 2024 | 159 | $342.1M |
| Q1 2024 | 157 | $306.7M |
| Q4 2023 | 152 | $386.4M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $437.0M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $521.9M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $626.5M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 4,638 | $286.0K | 0.00% | −211−4.4% | Reduced |
| NFP Retirement, Inc. | 4,594 | $282.8K | 0.11% | +17+0.4% | Added |
| Bank of Montreal | 4,483 | $281.0K | 0.00% | −191−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 4,287 | $264.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $254.0K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,107 | $253.0K | 0.07% | +7+0.2% | Added |
| Envestnet Asset Management Inc | 4,109 | $253.0K | 0.00% | +15+0.4% | Added |
| ExodusPoint Capital Management, LP | 3,987 | $245.0K | 0.00% | +3,987 | New |
| Boenning & Scattergood, Inc. | 3,950 | $243.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,850 | $237.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,743 | $230.0K | 0.00% | −65−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,723 | $229.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 3,677 | $226.0K | 0.00% | −171,134−97.9% | Reduced |
| HSBC Holdings PLC | 3,581 | $221.0K | 0.00% | +3,581 | New |
| Eaton Vance Management | 3,513 | $216.0K | 0.00% | +2,303+190.3% | Added |
| Cetera Advisor Networks LLC | 3,483 | $214.0K | 0.00% | +270+8.4% | Added |
| Commonwealth Equity Services, LLC | 3,476 | $213.0K | 0.00% | −425−10.9% | Reduced |
| Everence Capital Management Inc | 3,390 | $209.0K | 0.02% | +3,390 | New |
| CWM, LLC | 3,235 | $199.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,189 | $196.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,995 | $184.0K | 0.00% | −10,392−77.6% | Reduced |
| IMA Wealth, Inc. | 2,650 | $163.0K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,471 | $152.0K | 0.00% | +2,060+501.2% | Added |
| Tower Research Capital LLC (TRC) | 2,388 | $147.0K | 0.00% | +1,212+103.1% | Added |
| Geneos Wealth Management Inc. | 2,019 | $123.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,821 | $112.0K | 0.00% | +111+6.5% | Added |
| Harbour Investments, Inc. | 1,750 | $108.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $86.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 1,240 | $76.0K | 0.04% | −343−21.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $69.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,000 | $61.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 916 | $56.0K | 0.00% | +428+87.7% | Added |
| Trust Co of Vermont | 870 | $54.0K | 0.00% | +270+45.0% | Added |
| Russell Investments Group, Ltd. | 817 | $50.0K | 0.00% | +817 | New |
| Glen Eagle Advisors, LLC | 650 | $40.0K | 0.01% | −125−16.1% | Reduced |
| CoreFirst Bank & Trust | 640 | $39.0K | 0.03% | 00.0% | Unchanged |
| Interactive Financial Advisors | 560 | $34.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 518 | $32.0K | 0.00% | −16−3.0% | Reduced |
| Lazard Asset Management LLC | 497 | $30.0K | 0.00% | +147+42.0% | Added |
| Sonora Investment Management, LLC | 395 | $24.0K | 0.00% | +395 | New |
| Fieldpoint Private Securities, LLC | 406 | $24.0K | 0.01% | +406 | New |
| Sutton Wealth Advisors Inc. | 371 | $22.8K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $15.0K | 0.00% | +242 | New |
| Point72 Hong Kong Ltd | 191 | $12.0K | 0.00% | −129−40.3% | Reduced |
| Panagora Asset Management Inc | 146 | $9.00K | 0.00% | −415−74.0% | Reduced |
| Smithfield Trust Co | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 81 | $5.00K | 0.00% | −25−23.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 76 | $5.00K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 71 | $4.00K | 0.00% | +9+14.5% | Added |
| Evoke Wealth, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 70 | $4.00K | 0.00% | +70 | New |
| Parkside Financial Bank & Trust | 54 | $3.00K | 0.00% | +2+3.8% | Added |
| Arkadios Wealth Advisors | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Signaturefd, LLC | 8 | $0 | 0.00% | −24−75.0% | Reduced |
| First Horizon Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −13,046−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −7,785−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |