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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 4,426 | $262.0K | 0.00% | +770+21.1% | Added |
| Avantax Advisory Services, Inc. | 4,380 | $260.0K | 0.00% | −1,676−27.7% | Reduced |
| 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 |
| MetLife Investment Management | 4,263 | $253.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $246.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,042 | $240.4K | 0.00% | −761−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,980 | $237.0K | 0.00% | +3,980 | New |
| Boenning & Scattergood, Inc. | 3,950 | $235.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,868 | $230.0K | 0.00% | +3,868 | New |
| Bank of Montreal | 3,859 | $229.0K | 0.00% | −548−12.4% | Reduced |
| 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 |
| Cetera Advisor Networks LLC | 3,706 | $220.0K | 0.00% | +3,706 | 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 |
| MKT Advisors LLC | 3,635 | $205.0K | 0.16% | +3,635 | New |
| Everence Capital Management Inc | 3,390 | $202.0K | 0.02% | +3,390 | New |
| CWM, LLC | 3,311 | $197.0K | 0.00% | +3,311 | New |
| DekaBank Deutsche Girozentrale | 2,921 | $174.0K | 0.00% | +2,921 | New |
| IMA Wealth, Inc. | 2,650 | $158.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,559 | $152.0K | 0.00% | −1,005−28.2% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 2,472 | $147.0K | 0.00% | +2,472 | New |
| Geneos Wealth Management Inc. | 2,085 | $123.0K | 0.00% | +336+19.2% | Added |
| Eaton Vance Management | 1,980 | $118.0K | 0.00% | +1,980 | New |
| Mutual of America Capital Management LLC | 1,752 | $104.0K | 0.00% | +43+2.5% | Added |
| Ensign Peak Advisors, Inc | 1,400 | $83.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $66.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 999 | $59.0K | 0.00% | +401+67.1% | Added |
| Trust Co of Vermont | 870 | $52.0K | 0.00% | +870 | New |
| Koshinski Asset Management, Inc. | 800 | $47.6K | 0.00% | +800 | New |
| Glen Eagle Advisors, LLC | 650 | $38.7K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $38.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $37.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 596 | $35.0K | 0.00% | +99+19.9% | Added |
| Fieldpoint Private Securities, LLC | 556 | $33.0K | 0.01% | −19−3.3% | Reduced |
| PSI Advisors, LLC | 507 | $30.0K | 0.01% | −300−37.2% | Reduced |
| HM Payson & Co | 415 | $25.0K | 0.00% | +173+71.5% | Added |
| Sutton Wealth Advisors Inc. | 374 | $22.2K | 0.01% | +3+0.8% | Added |
| Exchange Traded Concepts, LLC | 345 | $21.0K | 0.00% | +345 | New |
| Tower Research Capital LLC (TRC) | 338 | $20.0K | 0.00% | +120+55.0% | Added |
| M&R Capital Management Inc | 300 | $17.0K | 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 |
| Sandy Spring Bank | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $12.0K | 0.01% | +200 | New |
| US Bancorp | 169 | $10.0K | 0.00% | +21+14.2% | Added |
| EverSource Wealth Advisors, LLC | 163 | $10.0K | 0.00% | +163 | New |
| Harbour Investments, Inc. | 150 | $9.00K | 0.00% | −1,600−91.4% | Reduced |
| Cambridge Trust Co | 130 | $8.00K | 0.00% | +130 | New |
| Smithfield Trust Co | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $6.00K | 0.00% | +100 | 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 |
| 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 |
| 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 |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Covestor Ltd | 7 | $0 | 0.00% | +7 | New |
| Synovus Financial Corp | 3,600 | – | – | +3,600 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,829−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,062−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,875−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,025−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,952−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −462−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −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 |