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 |
|---|---|---|---|---|---|
| NFP Retirement, Inc. | 4,610 | $254.9K | 0.10% | +16+0.3% | Added |
| Advisor Group Holdings, Inc. | 4,601 | $254.0K | 0.00% | −37−0.8% | Reduced |
| Venture Visionary Partners LLC | 4,431 | $244.0K | 0.02% | +4,431 | New |
| 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 |
| MetLife Investment Management | 4,263 | $235.6K | 0.00% | −1,430−25.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $228.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Arizona State Retirement System | 3,751 | $207.0K | 0.00% | +8+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 3,723 | $206.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,707 | $205.0K | 0.00% | −43,608−92.2% | Reduced |
| HSBC Holdings PLC | 3,656 | $203.0K | 0.00% | +75+2.1% | Added |
| Royal Bank of Canada | 3,564 | $197.0K | 0.00% | +1,093+44.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,394 | $188.0K | 0.00% | +3,394 | New |
| PEAK6 Investments LLC | 3,357 | $186.0K | 0.00% | +3,357 | New |
| Daiwa Securities Group Inc. | 3,232 | $179.0K | 0.00% | +43+1.3% | Added |
| IMA Wealth, Inc. | 2,650 | $146.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,749 | $99.0K | 0.00% | −270−13.4% | Reduced |
| Harbour Investments, Inc. | 1,750 | $97.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,709 | $94.0K | 0.00% | −112−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,400 | $77.0K | 0.00% | 00.0% | Unchanged |
| Eii Capital Management, Inc. | 1,240 | $69.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $62.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 807 | $45.0K | 0.02% | +807 | New |
| Glen Eagle Advisors, LLC | 650 | $35.9K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $35.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $34.0K | 0.01% | +619 | New |
| Van Eck Associates Corp | 598 | $33.0K | 0.00% | +80+15.4% | Added |
| Fieldpoint Private Securities, LLC | 575 | $32.0K | 0.01% | +169+41.6% | Added |
| Lazard Asset Management LLC | 497 | $27.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 462 | $26.0K | 0.01% | +462 | New |
| Sonora Investment Management, LLC | 395 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 371 | $20.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $13.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 242 | $13.0K | 0.00% | +242 | New |
| Tower Research Capital LLC (TRC) | 218 | $12.0K | 0.00% | −2,170−90.9% | Reduced |
| US Bancorp | 148 | $8.00K | 0.00% | +148 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $8.00K | 0.00% | +150 | New |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| First Horizon Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Atlanta Capital Management Co L L C | 0 | $0 | 0.00% | −370,049−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −21,073−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −10,177−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −9,932−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |