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 2022
Institutional positions in Universal Health Realty Income Trust as of Sep 30, 2022. 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
- 151
- −2 vs. Q2 2022
- Shares held
- 8.88M
- −177.6K (−2.0%) vs. Q2 2022
- Total value
- $383.7M
- −$98.2M (−20.4%) vs. Q2 2022
- New holders
- 18
- 46 more added
- Sold out
- 20
- 54 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 4,264 | $184.0K | 0.00% | −4−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $179.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,952 | $171.0K | 0.00% | +3,952 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,690 | $159.0K | 0.00% | +552+17.6% | Added |
| Daiwa Securities Group Inc. | 3,475 | $150.0K | 0.00% | −202−5.5% | Reduced |
| Royal Bank of Canada | 3,440 | $149.0K | 0.00% | +1,074+45.4% | Added |
| CWM, LLC | 3,235 | $140.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,921 | $123.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,650 | $115.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 2,525 | $109.0K | 0.00% | +372+17.3% | Added |
| Assetmark, Inc | 2,514 | $109.0K | 0.00% | +2,514 | New |
| PEAK6 Investments LLC | 2,354 | $102.0K | 0.00% | +291+14.1% | Added |
| Geneos Wealth Management Inc. | 1,786 | $77.0K | 0.01% | −1,349−43.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,542 | $67.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,569 | $67.0K | 0.00% | +1,375+708.8% | Added |
| Ensign Peak Advisors, Inc | 1,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $56.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,282 | $55.0K | 0.00% | +963+301.9% | Added |
| Simplex Trading, LLC | 1,281 | $55.0K | 0.00% | +1,281 | New |
| Metropolitan Life Insurance Co | 1,227 | $53.0K | 0.00% | −173−12.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,203 | $51.0K | 0.00% | +1,181+5,368.2% | Added |
| Ameritas Investment Partners, Inc. | 1,113 | $48.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 933 | $40.0K | 0.02% | +594+175.2% | Added |
| Tower Research Capital LLC (TRC) | 910 | $39.0K | 0.00% | −2,399−72.5% | Reduced |
| Trust Co of Vermont | 870 | $38.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 833 | $36.0K | 0.00% | +646+345.5% | Added |
| Van Eck Associates Corp | 739 | $32.0K | 0.00% | −423−36.4% | Reduced |
| Glen Eagle Advisors, LLC | 654 | $28.3K | 0.01% | −26−3.8% | Reduced |
| CoreFirst Bank & Trust | 640 | $28.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $27.0K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 560 | $24.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 382 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 383 | $16.5K | 0.01% | +12+3.2% | Added |
| Allworth Financial LP | 327 | $14.0K | 0.00% | −1−0.3% | Reduced |
| M&R Capital Management Inc | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 225 | $10.0K | 0.00% | +79+54.1% | Added |
| Gould Capital, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 218 | $9.00K | 0.00% | +218 | New |
| PSI Advisors, LLC | 154 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 134 | $6.00K | 0.00% | +134 | New |
| Smithfield Trust Co | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 115 | $5.00K | 0.00% | +77+202.6% | Added |
| TCI Wealth Advisors, Inc. | 91 | $4.00K | 0.00% | +91 | New |
| Bessemer Group Inc | 80 | $3.00K | 0.00% | +80 | New |
| Signaturefd, LLC | 53 | $2.00K | 0.00% | +1+1.9% | Added |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | −19−52.8% | Reduced |
| Parkside Financial Bank & Trust | 14 | $1.00K | 0.00% | +12+600.0% | Added |
| Farmers & Merchants Investments Inc | 9 | $0 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −44,120−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,089−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,730−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,654−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −8,057−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −6,251−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −4,481−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |