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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.

Institutional holdersQ4 2021: 165 institutions
Q1 2021: 153 institutionsQ2 2021: 160 institutionsQ3 2021: 155 institutionsQ4 2021: 165 institutionsQ1 2022: 160 institutionsQ2 2022: 154 institutionsQ3 2022: 151 institutionsQ4 2022: 166 institutionsQ1 2023: 166 institutionsQ2 2023: 156 institutionsQ3 2023: 159 institutionsQ4 2023: 152 institutionsQ1 2024: 157 institutionsQ2 2024: 159 institutionsQ3 2024: 173 institutionsQ4 2024: 164 institutionsQ1 2025: 170 institutionsQ2 2025: 171 institutionsQ3 2025: 177 institutionsQ4 2025: 183 institutionsQ1 2026: 187 institutionsQ2 2026: 184 institutions
Value heldQ4 2021: $521.9M
Q1 2021: $626.5MQ2 2021: $557.6MQ3 2021: $479.7MQ4 2021: $521.9MQ1 2022: $517.2MQ2 2022: $481.9MQ3 2022: $383.7MQ4 2022: $423.3MQ1 2023: $437.0MQ2 2023: $428.2MQ3 2023: $358.8MQ4 2023: $386.4MQ1 2024: $306.7MQ2 2024: $342.1MQ3 2024: $405.0MQ4 2024: $324.2MQ1 2025: $359.4MQ2 2025: $347.5MQ3 2025: $345.9MQ4 2025: $342.1MQ1 2026: $357.2MQ2 2026: $377.1M
Institutions holding UHT and their total value by quarter
QuarterHoldersValue
Q2 2026184$377.1M
Q1 2026187$357.2M
Q4 2025183$342.1M
Q3 2025177$345.9M
Q2 2025171$347.5M
Q1 2025170$359.4M
Q4 2024164$324.2M
Q3 2024173$405.0M
Q2 2024159$342.1M
Q1 2024157$306.7M
Q4 2023152$386.4M
Q3 2023159$358.8M
Q2 2023156$428.2M
Q1 2023166$437.0M
Q4 2022166$423.3M
Q3 2022151$383.7M
Q2 2022154$481.9M
Q1 2022160$517.2M
Q4 2021165$521.9M
Q3 2021155$479.7M
Q2 2021160$557.6M
Q1 2021153$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.

Institutions holding UHT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment Corp9,445$562.0K0.04%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys9,689$576.0K0.01%−30−0.3%Reduced
Thrivent Financial for Lutherans10,432$620.0K0.00%+71+0.7%Added
Comerica Bank11,000$632.0K0.00%−12,673−53.5%Reduced
Nomura Asset Management Co Ltd11,090$659.5K0.00%+1,010+10.0%Added
Tekla Capital Management LLC11,258$670.0K0.02%00.0%Unchanged
Yousif Capital Management, LLC11,361$676.0K0.01%+11,361New
Public Employees Retirement System of Ohio11,819$703.0K0.00%−1,013−7.9%Reduced
LPL Financial LLC11,817$703.0K0.00%−663−5.3%Reduced
Deutsche Bank AG12,136$721.0K0.00%−904−6.9%Reduced
Macquarie Group Ltd12,744$758.0K0.00%+4,345+51.7%Added
Raymond James Financial Services Advisors, Inc.12,785$760.0K0.00%+1,307+11.4%Added
Prudential Financial Inc13,729$794.0K0.00%−544−3.8%Reduced
State of Alaska, Department of Revenue15,609$926.0K0.01%−368−2.3%Reduced
Goodwin Daniel L15,613$929.0K0.41%00.0%Unchanged
State of New Jersey Common Pension Fund D16,927$1.01M0.00%+16,927New
Wilkinson Global Asset Management LLC17,000$1.01M0.06%00.0%Unchanged
STRS Ohio17,115$1.02M0.00%−159−0.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.17,444$1.04M0.00%−790−4.3%Reduced
Barclays PLC17,459$1.04M0.00%+3,082+21.4%Added
Millennium Management LLC17,620$1.05M0.00%−9,711−35.5%Reduced
California State Teachers Retirement System18,552$1.10M0.00%+326+1.8%Added
Credit Suisse AG18,739$1.11M0.00%+207+1.1%Added
SG Americas Securities, LLC19,364$1.15M0.01%+50+0.3%Added
Asset Management One Co.,Ltd.21,070$1.26M0.00%+1,695+8.7%Added
Great West Life Assurance Co21,511$1.28M0.00%+805+3.9%Added
Bank of America Corp22,907$1.36M0.00%+3,010+15.1%Added
Alliancebernstein L.P.22,938$1.36M0.00%+6,301+37.9%Added
Altfest L J & Co Inc23,486$1.40M0.27%00.0%Unchanged
WealthTrust Axiom LLC24,050$1.43M0.46%+19,200+395.9%Added
Public Sector Pension Investment Board26,176$1.56M0.01%−1,868−6.7%Reduced
Cannell Peter B & Co Inc26,283$1.56M0.04%−250−0.9%Reduced
UBS Group AG26,501$1.58M0.00%−3,753−12.4%Reduced
New York State Teachers Retirement System26,523$1.58M0.00%+900+3.5%Added
Two Sigma Investments, LP26,567$1.58M0.00%−42,314−61.4%Reduced
Balyasny Asset Management LLC27,592$1.64M0.01%−27,902−50.3%Reduced
Swiss National Bank30,400$1.81M0.00%00.0%Unchanged
Goldman Sachs Group Inc30,549$1.82M0.00%−11,436−27.2%Reduced
Stifel Financial Corp30,804$1.83M0.00%−8,150−20.9%Reduced
Wells Fargo & Company33,518$1.99M0.00%+5,453+19.4%Added
Rhumbline Advisers33,688$2.00M0.00%−743−2.2%Reduced
Invesco Ltd.34,020$2.02M0.00%+460+1.4%Added
Citigroup Inc36,109$2.15M0.00%+48+0.1%Added
Healthcare of Ontario Pension Plan Trust Fund36,300$2.16M0.00%+10,600+41.2%Added
Two Sigma Advisers, LP38,654$2.30M0.01%−19,000−33.0%Reduced
Shay Capital LLC45,000$2.68M1.01%+15,000+50.0%Added
UBS Asset Management Americas Inc53,416$3.18M0.00%+4,121+8.4%Added
Ameriprise Financial Inc57,685$3.43M0.00%+601+1.1%Added
Morgan Stanley66,774$3.97M0.00%+1,699+2.6%Added
JPMorgan Chase & Co72,594$4.32M0.00%+4,273+6.3%Added
Nuveen Asset Management, LLC82,314$4.89M0.00%+9,579+13.2%Added
Parametric Portfolio Associates LLC83,146$4.95M0.00%+37,247+81.1%Added
Principal Financial Group Inc85,491$5.08M0.00%−1,987−2.3%Reduced
Norges Bank100,032$5.95M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc102,669$6.11M0.00%+1,986+2.0%Added
Legal & General Group Plc109,203$6.49M0.00%−1,112−1.0%Reduced
Northern Trust Corp165,898$9.87M0.00%−6,400−3.7%Reduced
Dimensional Fund Advisors LP192,895$11.5M0.00%−1,728−0.9%Reduced
Renaissance Technologies LLC279,810$16.6M0.02%−27,700−9.0%Reduced
Geode Capital Management, LLC283,400$16.9M0.00%−30.0%Reduced
Bank of New York Mellon Corp384,892$22.9M0.00%−436−0.1%Reduced
State Street Corp738,344$43.9M0.00%+46,587+6.7%Added
Vanguard Group Inc2,203,821$131.1M0.00%+46,627+2.2%Added
BlackRock Inc.2,403,705$142.9M0.00%+90,688+3.9%Added
Synovus Financial Corp3,600––+3,600New
Citadel Advisors LLC0$00.00%−13,829−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−12,109−100.0%Sold out
Marshall Wace, LLP0$00.00%−12,062−100.0%Sold out
Lido Advisors, LLC0$00.00%−11,875−100.0%Sold out
Jump Financial, LLC0$00.00%−8,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−7,025−100.0%Sold out
Duality Advisers, LP0$00.00%−5,666−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−5,070−100.0%Sold out
HRT Financial LP0$00.00%−3,952−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,357−100.0%Sold out
Eii Capital Management, Inc.0$00.00%−1,240−100.0%Sold out
FourThought Financial, LLC0$00.00%−1,000−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−462−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−150−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−74−100.0%Sold out
Ellevest, Inc.0$00.00%−39−100.0%Sold out
Versant Capital Management, Inc0$00.00%−17−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−33−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−5−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Sonora Investment Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed