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, Q3 2021
Institutional positions in Universal Health Realty Income Trust as of Sep 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
- 155
- −2 vs. Q2 2021
- Shares held
- 8.68M
- −374.9K (−4.1%) vs. Q2 2021
- Total value
- $479.7M
- −$77.4M (−13.9%) vs. Q2 2021
- New holders
- 23
- 49 more added
- Sold out
- 25
- 46 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | −54−76.1% | Reduced |
| Arkadios Wealth Advisors | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $2.00K | 0.00% | +21+262.5% | Added |
| Berman Capital Advisors, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Fifth Third Bancorp | 33 | $2.00K | 0.00% | +33 | New |
| Ellevest, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Evoke Wealth, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 51 | $3.00K | 0.00% | +51 | New |
| O'Shaughnessy Asset Management, LLC | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 148 | $8.00K | 0.00% | +148 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $8.00K | 0.00% | +150 | New |
| Tower Research Capital LLC (TRC) | 218 | $12.0K | 0.00% | −2,170−90.9% | Reduced |
| Sandy Spring Bank | 242 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 242 | $13.0K | 0.00% | +242 | New |
| M&R Capital Management Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 371 | $20.5K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 395 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 462 | $26.0K | 0.01% | +462 | New |
| Lazard Asset Management LLC | 497 | $27.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 575 | $32.0K | 0.01% | +169+41.6% | Added |
| Van Eck Associates Corp | 598 | $33.0K | 0.00% | +80+15.4% | Added |
| Mascoma Wealth Management LLC | 619 | $34.0K | 0.01% | +619 | New |
| CoreFirst Bank & Trust | 640 | $35.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 650 | $35.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 807 | $45.0K | 0.02% | +807 | New |
| FourThought Financial, LLC | 1,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $62.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 1,240 | $69.0K | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $77.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,709 | $94.0K | 0.00% | −112−6.2% | Reduced |
| Harbour Investments, Inc. | 1,750 | $97.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,749 | $99.0K | 0.00% | −270−13.4% | Reduced |
| IMA Wealth, Inc. | 2,650 | $146.0K | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,232 | $179.0K | 0.00% | +43+1.3% | Added |
| PEAK6 Investments LLC | 3,357 | $186.0K | 0.00% | +3,357 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,394 | $188.0K | 0.00% | +3,394 | New |
| Royal Bank of Canada | 3,564 | $197.0K | 0.00% | +1,093+44.2% | Added |
| HSBC Holdings PLC | 3,656 | $203.0K | 0.00% | +75+2.1% | Added |
| Price T Rowe Associates Inc | 3,707 | $205.0K | 0.00% | −43,608−92.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,723 | $206.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 3,751 | $207.0K | 0.00% | +8+0.2% | Added |
| HRT Financial LP | 3,952 | $218.0K | 0.00% | −24,435−86.1% | Reduced |
| Boenning & Scattergood, Inc. | 3,950 | $218.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $228.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,263 | $235.6K | 0.00% | −1,430−25.1% | Reduced |
| State Board of Administration of Florida Retirement System | 4,287 | $237.0K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,294 | $237.0K | 0.07% | +187+4.6% | Added |
| Venture Visionary Partners LLC | 4,431 | $244.0K | 0.02% | +4,431 | New |
| Advisor Group Holdings, Inc. | 4,601 | $254.0K | 0.00% | −37−0.8% | Reduced |
| NFP Retirement, Inc. | 4,610 | $254.9K | 0.10% | +16+0.3% | Added |
| Bank of Montreal | 4,407 | $256.0K | 0.00% | −76−1.7% | Reduced |
| Neville Rodie & Shaw Inc | 4,675 | $258.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,663 | $258.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,803 | $265.5K | 0.00% | +37+0.8% | Added |
| Pictet Asset Management SA | 4,839 | $267.0K | 0.00% | +4,839 | New |
| WealthTrust Axiom LLC | 4,850 | $268.0K | 0.09% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,107 | $281.0K | 0.01% | −46−0.9% | Reduced |
| AMP Capital Investors Ltd | 5,070 | $281.0K | 0.00% | +5,070 | New |
| Lincoln National Corp | 5,250 | $290.0K | 0.01% | +60+1.2% | Added |
| Maryland State Retirement & Pension System | 5,141 | $290.0K | 0.01% | +5,141 | New |
| Oregon Public Employees Retirement Fund | 5,268 | $291.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 5,284 | $292.0K | 0.00% | +5,284 | New |
| Voya Investment Management LLC | 5,436 | $300.0K | 0.00% | −771−12.4% | Reduced |
| Handelsbanken Fonder AB | 5,565 | $308.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,666 | $313.0K | 0.02% | −195−3.3% | Reduced |
| Endurance Wealth Management, Inc. | 5,860 | $324.0K | 0.04% | −242−4.0% | Reduced |
| Nisa Investment Advisors, LLC | 6,100 | $337.0K | 0.00% | −521−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 6,056 | $337.0K | 0.01% | +324+5.7% | Added |
| Independent Wealth Network Inc. | 5,783 | $340.0K | 0.22% | +5,783 | New |
| Louisiana State Employees Retirement System | 6,200 | $343.0K | 0.01% | +400+6.9% | Added |
| Amalgamated Bank | 6,792 | $375.0K | 0.00% | −114−1.7% | Reduced |
| Quadrature Capital Ltd | 7,025 | $388.0K | 0.01% | +1,658+30.9% | Added |
| The PNC Financial Services Group, Inc. | 7,441 | $411.0K | 0.00% | +184+2.5% | Added |
| Manufacturers Life Insurance Company, The | 7,487 | $414.0K | 0.00% | −519−6.5% | Reduced |
| State of Tennessee, Treasury Department | 7,684 | $425.0K | 0.00% | −109−1.4% | Reduced |
| Jump Financial, LLC | 8,000 | $442.0K | 0.03% | +8,000 | New |
| American International Group, Inc. | 8,054 | $445.0K | 0.00% | −277−3.3% | Reduced |
| Amundi | 8,219 | $454.0K | 0.00% | −55−0.7% | Reduced |
| Macquarie Group Ltd | 8,399 | $464.0K | 0.00% | −524−5.9% | Reduced |
| New York State Common Retirement Fund | 9,309 | $515.0K | 0.00% | −2,200−19.1% | Reduced |
| Rothschild Investment Corp | 9,445 | $522.0K | 0.04% | +3,000+46.5% | Added |
| Texas Permanent School Fund | 9,482 | $524.0K | 0.01% | −63−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,719 | $537.0K | 0.01% | −110−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 10,080 | $557.1K | 0.00% | −120−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 10,357 | $572.0K | 0.01% | +1,284+14.2% | Added |
| Thrivent Financial for Lutherans | 10,361 | $573.0K | 0.00% | −699−6.3% | Reduced |
| Tekla Capital Management LLC | 11,258 | $622.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,478 | $634.0K | 0.00% | −731−6.0% | Reduced |
| Lido Advisors, LLC | 11,875 | $656.0K | 0.01% | +11,875 | New |
| Marshall Wace, LLP | 12,062 | $667.0K | 0.00% | −724−5.7% | Reduced |
| Tudor Investment Corp Et Al | 12,109 | $669.0K | 0.01% | +5,693+88.7% | Added |
| LPL Financial LLC | 12,480 | $690.0K | 0.00% | +2,808+29.0% | Added |
| Public Employees Retirement System of Ohio | 12,832 | $709.0K | 0.00% | −20,279−61.2% | Reduced |
| Deutsche Bank AG | 13,040 | $721.0K | 0.00% | −3,751−22.3% | Reduced |
| BNP Paribas Arbitrage, SA | 13,282 | $734.1K | 0.00% | +6,371+92.2% | Added |