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, Q1 2023
Institutional positions in Universal Health Realty Income Trust as of Mar 31, 2023. 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
- +2 vs. Q4 2022
- Shares held
- 9.08M
- +229.1K (+2.6%) vs. Q4 2022
- Total value
- $437.0M
- +$14.3M (+3.4%) vs. Q4 2022
- New holders
- 17
- 53 more added
- Sold out
- 15
- 56 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 6 | $255 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $433 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $807 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $818 | 0.00% | +17 | New |
| Baker Avenue Asset Management, LP | 19 | $914 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| Russell Investments Group, Ltd. | 21 | $1.01K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 22 | $1.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | −4−5.0% | Reduced |
| Piershale Financial Group, Inc. | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $5.82K | 0.00% | −74−37.9% | Reduced |
| EverSource Wealth Advisors, LLC | 133 | $6.40K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $7.41K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 176 | $8.47K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 190 | $9.14K | 0.02% | +190 | New |
| Gould Capital, LLC | 200 | $9.62K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $9.62K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 238 | $11.4K | 0.00% | −10−4.0% | Reduced |
| Advisory Services Network, LLC | 242 | $11.6K | 0.00% | +140+137.3% | Added |
| Sandy Spring Bank | 242 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 317 | $15.2K | 0.00% | +317 | New |
| Allworth Financial LP | 324 | $15.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 356 | $17.1K | 0.00% | −7−1.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 382 | $18.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 477 | $22.9K | 0.00% | +382+402.1% | Added |
| Geneos Wealth Management Inc. | 536 | $25.8K | 0.00% | −1,253−70.0% | Reduced |
| Harbour Investments, Inc. | 550 | $26.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 619 | $26.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 577 | $27.8K | 0.01% | +577 | New |
| Lazard Asset Management LLC | 610 | $29.0K | 0.00% | +610 | New |
| Glen Eagle Advisors, LLC | 642 | $30.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 803 | $38.6K | 0.00% | −33−3.9% | Reduced |
| Trust Co of Vermont | 870 | $41.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 907 | $43.6K | 0.00% | −631−41.0% | Reduced |
| Metropolitan Life Insurance Co | 1,087 | $52.3K | 0.00% | −138−11.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $53.5K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $62.5K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,401 | $67.0K | 0.00% | +72+5.4% | Added |
| Tower Research Capital LLC (TRC) | 1,565 | $76.0K | 0.00% | −4,581−74.5% | Reduced |
| M&R Capital Management Inc | 1,797 | $86.5K | 0.02% | +1,466+442.9% | Added |
| Pointe Capital Management LLC | 2,000 | $96.2K | 0.07% | +2,000 | New |
| DekaBank Deutsche Girozentrale | 2,921 | $139.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,648 | $175.5K | 0.00% | −662−15.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,690 | $177.5K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,873 | $186.0K | 0.00% | +446+13.0% | Added |
| Teachers Retirement System of the State of Kentucky | 3,952 | $190.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4,019 | $193.4K | 0.00% | +361+9.9% | Added |
| Public Employees Retirement Association of Colorado | 4,133 | $199.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,182 | $202.0K | 0.00% | −2,505−37.5% | Reduced |
| Oregon Public Employees Retirement Fund | 4,203 | $202.2K | 0.00% | −10−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 4,213 | $202.7K | 0.10% | +4,213 | New |
| State Board of Administration of Florida Retirement System | 4,297 | $206.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,331 | $208.4K | 0.00% | −1,500−25.7% | Reduced |
| Venture Visionary Partners LLC | 4,431 | $213.2K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,494 | $216.2K | 0.04% | +13+0.3% | Added |
| Neville Rodie & Shaw Inc | 4,575 | $220.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 4,594 | $221.0K | 0.00% | +18+0.4% | Added |
| Advisor Group Holdings, Inc. | 4,819 | $231.8K | 0.00% | −220−4.4% | Reduced |
| Manufacturers Life Insurance Company, The | 5,073 | $244.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,113 | $246.0K | 0.01% | −130−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 5,290 | $255.0K | 0.00% | +791+17.6% | Added |
| Voya Investment Management LLC | 5,325 | $256.2K | 0.00% | −97−1.8% | Reduced |
| Lincoln National Corp | 5,420 | $260.7K | 0.01% | +78+1.5% | Added |
| Price T Rowe Associates Inc | 5,663 | $273.0K | 0.00% | +913+19.2% | Added |
| Amalgamated Bank | 5,779 | $278.0K | 0.00% | −142−2.4% | Reduced |
| Raymond James & Associates | 5,860 | $281.9K | 0.00% | +1,200+25.8% | Added |
| Louisiana State Employees Retirement System | 5,900 | $283.8K | 0.01% | −100−1.7% | Reduced |
| Janus Henderson Group PLC | 6,005 | $288.8K | 0.00% | +6,005 | New |
| Cetera Advisor Networks LLC | 6,080 | $292.5K | 0.00% | +149+2.5% | Added |
| Yousif Capital Management, LLC | 6,139 | $295.3K | 0.00% | −1,075−14.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,233 | $299.9K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,371 | $306.5K | 0.00% | +6,371 | New |
| HSBC Holdings PLC | 6,397 | $307.7K | 0.00% | −1,695−20.9% | Reduced |
| Tocqueville Asset Management L.P. | 6,500 | $312.7K | 0.01% | +500+8.3% | Added |
| State of Tennessee, Treasury Department | 6,620 | $318.5K | 0.00% | −2,744−29.3% | Reduced |
| MetLife Investment Management | 6,628 | $318.9K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,660 | $320.0K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 6,988 | $336.2K | 0.00% | +31+0.4% | Added |
| New York State Common Retirement Fund | 7,013 | $337.4K | 0.00% | −2,297−24.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,086 | $340.9K | 0.00% | +40+0.6% | Added |
| Graham Capital Management, L.P. | 7,260 | $349.3K | 0.01% | +7,260 | New |
| LPL Financial LLC | 7,389 | $355.5K | 0.00% | −2,526−25.5% | Reduced |
| Cambria Investment Management, L.P. | 7,413 | $356.6K | 0.03% | +1,059+16.7% | Added |
| Fortis Capital Advisors, LLC | 7,525 | $362.0K | 0.19% | +3,025+67.2% | Added |
| Belpointe Asset Management LLC | 7,580 | $364.7K | 0.02% | +3,025+66.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,746 | $373.0K | 0.00% | +293+3.9% | Added |
| Jane Street Group, LLC | 7,793 | $374.9K | 0.00% | +3,435+78.8% | Added |
| Captrust Financial Advisors | 7,923 | $381.2K | 0.00% | +40+0.5% | Added |
| American Century Companies Inc | 7,976 | $383.7K | 0.00% | −2,082−20.7% | Reduced |
| Penserra Capital Management LLC | 8,059 | $387.0K | 0.01% | +1,508+23.0% | Added |
| Teacher Retirement System of Texas | 8,141 | $392.0K | 0.00% | +3,808+87.9% | Added |
| State of Wisconsin Investment Board | 9,052 | $435.5K | 0.00% | −5,281−36.8% | Reduced |
| Allianz Asset Management GmbH | 9,300 | $447.4K | 0.00% | −4,175−31.0% | Reduced |
| BNP Paribas Arbitrage, SA | 9,396 | $452.0K | 0.00% | +5,337+131.5% | Added |
| Rothschild Investment Corp | 9,445 | $454.0K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 10,090 | $485.4K | 0.03% | −4,137−29.1% | Reduced |
| PFG Investments, LLC | 10,203 | $490.9K | 0.10% | +10,203 | New |
| Texas Permanent School Fund | 10,434 | $502.0K | 0.00% | +2,004+23.8% | Added |