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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 4,786 | $228.4K | 0.16% | +10.0% | Added |
| Price T Rowe Associates Inc | 4,750 | $227.0K | 0.00% | −2,393−33.5% | Reduced |
| Raymond James & Associates | 4,660 | $222.4K | 0.00% | −135−2.8% | Reduced |
| 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 |
| Belpointe Asset Management LLC | 4,555 | $217.4K | 0.01% | +4,555 | New |
| Nisa Investment Advisors, LLC | 4,499 | $215.0K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,500 | $214.8K | 0.13% | +4,500 | New |
| NFP Retirement, Inc. | 4,481 | $213.9K | 0.05% | +4,481 | New |
| Venture Visionary Partners LLC | 4,431 | $211.5K | 0.02% | +4,431 | New |
| Ergoteles LLC | 4,384 | $209.2K | 0.01% | +4,384 | New |
| Jane Street Group, LLC | 4,358 | $208.0K | 0.00% | +4,358 | New |
| Teacher Retirement System of Texas | 4,333 | $207.0K | 0.00% | +4,333 | New |
| Macquarie Group Ltd | 4,310 | $205.7K | 0.00% | −9,216−68.1% | Reduced |
| State Board of Administration of Florida Retirement System | 4,297 | $205.1K | 0.00% | +4,297 | New |
| Millennium Management LLC | 4,249 | $203.0K | 0.00% | +4,249 | New |
| Oregon Public Employees Retirement Fund | 4,213 | $201.1K | 0.00% | −51−1.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $197.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,059 | $193.7K | 0.00% | −374−8.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,952 | $189.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,690 | $176.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,658 | $174.6K | 0.00% | +1,144+45.5% | Added |
| Daiwa Securities Group Inc. | 3,427 | $164.0K | 0.00% | −48−1.4% | Reduced |
| SG Americas Securities, LLC | 3,286 | $157.0K | 0.00% | −1,940−37.1% | Reduced |
| DekaBank Deutsche Girozentrale | 2,921 | $141.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,650 | $126.5K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,789 | $85.4K | 0.01% | +3+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,538 | $73.4K | 0.00% | −31−2.0% | Reduced |
| Van Eck Associates Corp | 1,329 | $63.0K | 0.00% | +590+79.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $59.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,225 | $58.5K | 0.00% | −2−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,203 | $57.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $41.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 836 | $39.9K | 0.00% | +3+0.4% | Added |
| Glen Eagle Advisors, LLC | 642 | $30.6K | 0.01% | −12−1.8% | Reduced |
| CoreFirst Bank & Trust | 640 | $30.5K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $29.5K | 0.01% | 00.0% | Unchanged |
| Interactive Financial Advisors | 560 | $26.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $26.3K | 0.00% | +200+57.1% | Added |
| Newbridge Financial Services Group, Inc. | 382 | $18.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 363 | $17.3K | 0.00% | −919−71.7% | Reduced |
| M&R Capital Management Inc | 331 | $15.8K | 0.00% | +31+10.3% | Added |
| Allworth Financial LP | 324 | $15.5K | 0.00% | −3−0.9% | Reduced |
| Lindbrook Capital, LLC | 248 | $11.8K | 0.00% | +133+115.7% | Added |
| Sandy Spring Bank | 242 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 240 | $10.0K | 0.00% | +240 | New |
| Gould Capital, LLC | 200 | $9.55K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $8.40K | 0.00% | +85+93.4% | Added |
| PSI Advisors, LLC | 154 | $7.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $6.35K | 0.00% | −85−39.0% | Reduced |
| Advisory Services Network, LLC | 102 | $4.87K | 0.00% | +102 | New |
| Piershale Financial Group, Inc. | 100 | $4.77K | 0.00% | +100 | New |
| Signaturefd, LLC | 95 | $4.53K | 0.00% | +42+79.2% | Added |
| Bessemer Group Inc | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $1.24K | 0.00% | +26 | New |
| Parallel Advisors, LLC | 22 | $1.05K | 0.00% | +22 | New |
| Massmutual Trust Co FSB | 30 | $1.00K | 0.00% | +30 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 19 | $907 | 0.00% | +19 | New |
| Versant Capital Management, Inc | 17 | $811 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 195 | $677 | 0.00% | +195 | New |
| Parkside Financial Bank & Trust | 12 | $573 | 0.00% | −2−14.3% | Reduced |
| Sutton Wealth Advisors Inc. | 9 | $430 | 0.00% | −374−97.7% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $286 | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −157,462−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −47,931−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −13,868−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,297−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −5,565−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,281−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −933−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Hightower 6M Holding, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |