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, Q4 2021
Institutional positions in Universal Health Realty Income Trust as of Dec 31, 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
- 165
- +13 vs. Q3 2021
- Shares held
- 8.78M
- +109.9K (+1.3%) vs. Q3 2021
- Total value
- $521.9M
- +$42.5M (+8.9%) vs. Q3 2021
- New holders
- 32
- 55 more added
- Sold out
- 19
- 49 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| Signaturefd, LLC | 9 | $1.00K | 0.00% | −20−69.0% | Reduced |
| Quadrant Capital Group LLC | 25 | $1.00K | 0.00% | +10+66.7% | Added |
| Massmutual Trust Co FSB | 10 | $1.00K | 0.00% | +10 | New |
| Sageworth Trust Co | 16 | $1.00K | 0.00% | +16 | New |
| Lindbrook Capital, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 57 | $3.00K | 0.00% | +3+5.6% | Added |
| Fifth Third Bancorp | 48 | $3.00K | 0.00% | +15+45.5% | Added |
| Sageworth Trust Co of South Dakota | 47 | $3.00K | 0.00% | +47 | New |
| Tarbox Family Office, Inc. | 59 | $4.00K | 0.00% | +8+15.7% | Added |
| Evoke Wealth, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $6.00K | 0.00% | +100 | New |
| Cambridge Trust Co | 130 | $8.00K | 0.00% | +130 | New |
| Harbour Investments, Inc. | 150 | $9.00K | 0.00% | −1,600−91.4% | Reduced |
| US Bancorp | 169 | $10.0K | 0.00% | +21+14.2% | Added |
| EverSource Wealth Advisors, LLC | 163 | $10.0K | 0.00% | +163 | New |
| Gould Capital, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Sandy Spring Bank | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 279 | $16.0K | 0.00% | +203+267.1% | Added |
| NEXT Financial Group, Inc | 272 | $16.0K | 0.00% | +272 | New |
| M&R Capital Management Inc | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 338 | $20.0K | 0.00% | +120+55.0% | Added |
| Exchange Traded Concepts, LLC | 345 | $21.0K | 0.00% | +345 | New |
| Sutton Wealth Advisors Inc. | 374 | $22.2K | 0.01% | +3+0.8% | Added |
| HM Payson & Co | 415 | $25.0K | 0.00% | +173+71.5% | Added |
| PSI Advisors, LLC | 507 | $30.0K | 0.01% | −300−37.2% | Reduced |
| Fieldpoint Private Securities, LLC | 556 | $33.0K | 0.01% | −19−3.3% | Reduced |
| Lazard Asset Management LLC | 596 | $35.0K | 0.00% | +99+19.9% | Added |
| Mascoma Wealth Management LLC | 619 | $37.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $38.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 650 | $38.7K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $47.6K | 0.00% | +800 | New |
| Trust Co of Vermont | 870 | $52.0K | 0.00% | +870 | New |
| Van Eck Associates Corp | 999 | $59.0K | 0.00% | +401+67.1% | Added |
| Ameritas Investment Partners, Inc. | 1,113 | $66.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,400 | $83.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,752 | $104.0K | 0.00% | +43+2.5% | Added |
| Eaton Vance Management | 1,980 | $118.0K | 0.00% | +1,980 | New |
| Geneos Wealth Management Inc. | 2,085 | $123.0K | 0.00% | +336+19.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,472 | $147.0K | 0.00% | +2,472 | New |
| Royal Bank of Canada | 2,559 | $152.0K | 0.00% | −1,005−28.2% | Reduced |
| IMA Wealth, Inc. | 2,650 | $158.0K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,921 | $174.0K | 0.00% | +2,921 | New |
| CWM, LLC | 3,311 | $197.0K | 0.00% | +3,311 | New |
| Everence Capital Management Inc | 3,390 | $202.0K | 0.02% | +3,390 | New |
| MKT Advisors LLC | 3,635 | $205.0K | 0.16% | +3,635 | New |
| Daiwa Securities Group Inc. | 3,566 | $212.0K | 0.00% | +334+10.3% | Added |
| Oppenheimer & Co Inc | 3,570 | $212.0K | 0.00% | +3,570 | New |
| Cetera Advisor Networks LLC | 3,706 | $220.0K | 0.00% | +3,706 | New |
| Arizona State Retirement System | 3,710 | $221.0K | 0.00% | −41−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,723 | $221.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,859 | $229.0K | 0.00% | −548−12.4% | Reduced |
| Penserra Capital Management LLC | 3,868 | $230.0K | 0.00% | +3,868 | New |
| Boenning & Scattergood, Inc. | 3,950 | $235.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,980 | $237.0K | 0.00% | +3,980 | New |
| Metropolitan Life Insurance Co | 4,042 | $240.4K | 0.00% | −761−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $246.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,263 | $253.5K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 4,287 | $255.0K | 0.00% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,296 | $255.0K | 0.07% | +20.0% | Added |
| Avantax Advisory Services, Inc. | 4,380 | $260.0K | 0.00% | −1,676−27.7% | Reduced |
| HSBC Holdings PLC | 4,426 | $262.0K | 0.00% | +770+21.1% | Added |
| Venture Visionary Partners LLC | 4,431 | $263.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,545 | $271.0K | 0.03% | −562−11.0% | Reduced |
| Man Group plc | 4,600 | $274.0K | 0.00% | +4,600 | New |
| Neville Rodie & Shaw Inc | 4,675 | $278.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,679 | $278.3K | 0.10% | +69+1.5% | Added |
| Pictet Asset Management SA | 4,839 | $288.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,940 | $294.0K | 0.00% | +1,546+45.6% | Added |
| Allspring Global Investments Holdings, LLC | 5,043 | $299.0K | 0.00% | +5,043 | New |
| Maryland State Retirement & Pension System | 5,047 | $300.0K | 0.01% | −94−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,068 | $301.0K | 0.00% | −200−3.8% | Reduced |
| Voya Investment Management LLC | 5,199 | $309.0K | 0.00% | −237−4.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,156 | $309.0K | 0.00% | +493+10.6% | Added |
| Lincoln National Corp | 5,308 | $316.0K | 0.01% | +58+1.1% | Added |
| Independent Wealth Network Inc. | 5,365 | $319.0K | 0.20% | −418−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,417 | $323.0K | 0.00% | +816+17.7% | Added |
| Handelsbanken Fonder AB | 5,565 | $331.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,602 | $333.0K | 0.04% | −9,656−63.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,773 | $343.0K | 0.00% | +5,773 | New |
| Nisa Investment Advisors, LLC | 6,100 | $356.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,999 | $357.0K | 0.00% | +2,292+61.8% | Added |
| Canada Pension Plan Investment Board | 6,000 | $357.0K | 0.00% | +6,000 | New |
| Cubist Systematic Strategies, LLC | 6,058 | $360.0K | 0.00% | −4,299−41.5% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $369.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 6,604 | $393.0K | 0.00% | −188−2.8% | Reduced |
| Endurance Wealth Management, Inc. | 6,760 | $402.0K | 0.04% | +900+15.4% | Added |
| BNP Paribas Arbitrage, SA | 7,056 | $419.6K | 0.00% | −6,226−46.9% | Reduced |
| D. E. Shaw & Co., Inc. | 7,138 | $424.0K | 0.00% | −8,493−54.3% | Reduced |
| American Century Companies Inc | 7,268 | $432.0K | 0.00% | +7,268 | New |
| Manufacturers Life Insurance Company, The | 7,429 | $442.0K | 0.00% | −58−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,503 | $447.0K | 0.00% | +62+0.8% | Added |
| State of Tennessee, Treasury Department | 7,759 | $461.0K | 0.00% | +75+1.0% | Added |
| American International Group, Inc. | 7,802 | $464.0K | 0.00% | −252−3.1% | Reduced |
| Amundi | 8,265 | $485.0K | 0.00% | +46+0.6% | Added |
| Susquehanna International Group, LLP | 8,379 | $498.0K | 0.00% | −8,225−49.5% | Reduced |
| Texas Permanent School Fund | 9,283 | $552.0K | 0.01% | −199−2.1% | Reduced |
| New York State Common Retirement Fund | 9,309 | $554.0K | 0.00% | 00.0% | Unchanged |