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 2022
Institutional positions in Universal Health Realty Income Trust as of Dec 31, 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
- 166
- +17 vs. Q3 2022
- Shares held
- 8.87M
- −7.28K (−0.1%) vs. Q3 2022
- Total value
- $423.3M
- +$39.9M (+10.4%) vs. Q3 2022
- New holders
- 30
- 50 more added
- Sold out
- 13
- 52 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6 | $286 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $430 | 0.00% | −374−97.7% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $573 | 0.00% | −2−14.3% | Reduced |
| GWM Advisors LLC | 195 | $677 | 0.00% | +195 | New |
| Versant Capital Management, Inc | 17 | $811 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 19 | $907 | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | +30 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +12 | New |
| Parallel Advisors, LLC | 22 | $1.05K | 0.00% | +22 | New |
| NewSquare Capital LLC | 26 | $1.24K | 0.00% | +26 | New |
| Bessemer Group Inc | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 95 | $4.53K | 0.00% | +42+79.2% | Added |
| Piershale Financial Group, Inc. | 100 | $4.77K | 0.00% | +100 | New |
| Advisory Services Network, LLC | 102 | $4.87K | 0.00% | +102 | New |
| EverSource Wealth Advisors, LLC | 133 | $6.35K | 0.00% | −85−39.0% | Reduced |
| PSI Advisors, LLC | 154 | $7.35K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $8.40K | 0.00% | +85+93.4% | Added |
| Gould Capital, LLC | 200 | $9.55K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 240 | $10.0K | 0.00% | +240 | New |
| Sandy Spring Bank | 242 | $11.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 248 | $11.8K | 0.00% | +133+115.7% | Added |
| Allworth Financial LP | 324 | $15.5K | 0.00% | −3−0.9% | Reduced |
| M&R Capital Management Inc | 331 | $15.8K | 0.00% | +31+10.3% | Added |
| US Bancorp | 363 | $17.3K | 0.00% | −919−71.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 382 | $18.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $26.3K | 0.00% | +200+57.1% | Added |
| Interactive Financial Advisors | 560 | $26.7K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $29.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 640 | $30.5K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 642 | $30.6K | 0.01% | −12−1.8% | Reduced |
| Quadrant Capital Group LLC | 836 | $39.9K | 0.00% | +3+0.4% | Added |
| Trust Co of Vermont | 870 | $41.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,203 | $57.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,225 | $58.5K | 0.00% | −2−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $59.1K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,329 | $63.0K | 0.00% | +590+79.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,538 | $73.4K | 0.00% | −31−2.0% | Reduced |
| Geneos Wealth Management Inc. | 1,789 | $85.4K | 0.01% | +3+0.2% | Added |
| IMA Wealth, Inc. | 2,650 | $126.5K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,921 | $141.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,286 | $157.0K | 0.00% | −1,940−37.1% | Reduced |
| Daiwa Securities Group Inc. | 3,427 | $164.0K | 0.00% | −48−1.4% | Reduced |
| Assetmark, Inc | 3,658 | $174.6K | 0.00% | +1,144+45.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,690 | $176.1K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,952 | $189.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,059 | $193.7K | 0.00% | −374−8.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $197.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,213 | $201.1K | 0.00% | −51−1.2% | Reduced |
| Millennium Management LLC | 4,249 | $203.0K | 0.00% | +4,249 | New |
| State Board of Administration of Florida Retirement System | 4,297 | $205.1K | 0.00% | +4,297 | New |
| Macquarie Group Ltd | 4,310 | $205.7K | 0.00% | −9,216−68.1% | Reduced |
| Teacher Retirement System of Texas | 4,333 | $207.0K | 0.00% | +4,333 | New |
| Jane Street Group, LLC | 4,358 | $208.0K | 0.00% | +4,358 | New |
| Ergoteles LLC | 4,384 | $209.2K | 0.01% | +4,384 | New |
| Venture Visionary Partners LLC | 4,431 | $211.5K | 0.02% | +4,431 | New |
| NFP Retirement, Inc. | 4,481 | $213.9K | 0.05% | +4,481 | New |
| Fortis Capital Advisors, LLC | 4,500 | $214.8K | 0.13% | +4,500 | New |
| Nisa Investment Advisors, LLC | 4,499 | $215.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,555 | $217.4K | 0.01% | +4,555 | New |
| CWM, LLC | 4,576 | $218.0K | 0.00% | +1,341+41.5% | Added |
| Neville Rodie & Shaw Inc | 4,575 | $218.0K | 0.02% | +4,575 | New |
| Raymond James & Associates | 4,660 | $222.4K | 0.00% | −135−2.8% | Reduced |
| Price T Rowe Associates Inc | 4,750 | $227.0K | 0.00% | −2,393−33.5% | Reduced |
| Independent Wealth Network Inc. | 4,786 | $228.4K | 0.16% | +10.0% | Added |
| Boenning & Scattergood, Inc. | 3,950 | $231.0K | 0.04% | +3,950 | New |
| Advisor Group Holdings, Inc. | 5,039 | $241.0K | 0.00% | +55+1.1% | Added |
| Manufacturers Life Insurance Company, The | 5,073 | $242.1K | 0.00% | −33−0.6% | Reduced |
| DuPont Capital Management Corp | 5,211 | $248.7K | 0.01% | +5,211 | New |
| Maryland State Retirement & Pension System | 5,243 | $250.2K | 0.01% | +5,243 | New |
| Lincoln National Corp | 5,342 | $255.0K | 0.01% | −179−3.2% | Reduced |
| Voya Investment Management LLC | 5,422 | $258.8K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,831 | $278.0K | 0.00% | +992+20.5% | Added |
| Amalgamated Bank | 5,921 | $283.0K | 0.00% | −272−4.4% | Reduced |
| Cetera Advisor Networks LLC | 5,931 | $283.1K | 0.00% | +1,240+26.4% | Added |
| Louisiana State Employees Retirement System | 6,000 | $286.0K | 0.01% | −100−1.6% | Reduced |
| Tocqueville Asset Management L.P. | 6,000 | $286.4K | 0.01% | +6,000 | New |
| Tower Research Capital LLC (TRC) | 6,146 | $294.0K | 0.01% | +5,236+575.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,233 | $299.6K | 0.00% | +77+1.3% | Added |
| Cambria Investment Management, L.P. | 6,354 | $303.3K | 0.03% | +6,354 | New |
| Vestcor Inc | 6,365 | $304.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,551 | $312.0K | 0.01% | +226+3.6% | Added |
| MetLife Investment Management | 6,628 | $316.4K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,660 | $318.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,687 | $318.0K | 0.00% | +3,247+94.4% | Added |
| American International Group, Inc. | 6,957 | $332.1K | 0.00% | −54−0.8% | Reduced |
| Squarepoint Ops LLC | 7,032 | $335.6K | 0.00% | +7,032 | New |
| The PNC Financial Services Group, Inc. | 7,046 | $336.3K | 0.00% | −656−8.5% | Reduced |
| Yousif Capital Management, LLC | 7,214 | $344.3K | 0.00% | −2,225−23.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,453 | $356.0K | 0.00% | +2,419+48.1% | Added |
| Comerica Bank | 6,996 | $365.0K | 0.00% | −2,200−23.9% | Reduced |
| Captrust Financial Advisors | 7,883 | $376.2K | 0.00% | +69+0.9% | Added |
| HSBC Holdings PLC | 8,092 | $386.9K | 0.00% | −244−2.9% | Reduced |
| Tudor Investment Corp Et Al | 8,250 | $394.0K | 0.01% | −5,088−38.1% | Reduced |
| Texas Permanent School Fund | 8,430 | $402.0K | 0.01% | −330−3.8% | Reduced |
| New York State Common Retirement Fund | 9,310 | $444.4K | 0.00% | −10,708−53.5% | Reduced |
| State of Tennessee, Treasury Department | 9,364 | $447.0K | 0.00% | +193+2.1% | Added |
| Rothschild Investment Corp | 9,445 | $451.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 9,915 | $473.2K | 0.00% | −1,535−13.4% | Reduced |