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 |
|---|---|---|---|---|---|
| Citigroup Inc | 11,146 | $536.2K | 0.00% | −3,067−21.6% | Reduced |
| Tekla Capital Management LLC | 11,258 | $541.6K | 0.02% | 00.0% | Unchanged |
| Goodwin Daniel L | 11,613 | $558.7K | 0.28% | −4,000−25.6% | Reduced |
| Susquehanna International Group, LLP | 12,134 | $583.8K | 0.00% | +12,134 | New |
| Exchange Traded Concepts, LLC | 12,168 | $585.4K | 0.02% | −14,336−54.1% | Reduced |
| Thrivent Financial for Lutherans | 12,584 | $605.0K | 0.00% | −441−3.4% | Reduced |
| Prudential Financial Inc | 12,593 | $605.9K | 0.00% | −360−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,614 | $606.8K | 0.00% | +51+0.4% | Added |
| Alliancebernstein L.P. | 12,957 | $623.4K | 0.00% | −3,354−20.6% | Reduced |
| Nomura Asset Management Co Ltd | 13,090 | $629.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,406 | $645.0K | 0.00% | +3,181+31.1% | Added |
| SG Americas Securities, LLC | 13,407 | $645.0K | 0.01% | +10,121+308.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,445 | $646.8K | 0.01% | −145−1.1% | Reduced |
| Amundi | 14,001 | $653.7K | 0.00% | −11,839−45.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,664 | $705.5K | 0.00% | −30.0% | Reduced |
| State of Alaska, Department of Revenue | 15,331 | $736.0K | 0.01% | +65+0.4% | Added |
| Martingale Asset Management L P | 15,430 | $742.3K | 0.01% | +20+0.1% | Added |
| STRS Ohio | 16,189 | $778.0K | 0.00% | −3,363−17.2% | Reduced |
| California State Teachers Retirement System | 16,284 | $783.4K | 0.00% | −221−1.3% | Reduced |
| Credit Suisse AG | 16,322 | $785.3K | 0.00% | −1,462−8.2% | Reduced |
| Public Employees Retirement System of Ohio | 16,990 | $817.0K | 0.00% | +2,182+14.7% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $817.9K | 0.06% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 17,100 | $822.7K | 0.01% | +2,400+16.3% | Added |
| Asset Management One Co.,Ltd. | 20,080 | $966.0K | 0.00% | +887+4.6% | Added |
| Wells Fargo & Company | 21,676 | $1.04M | 0.00% | +2,167+11.1% | Added |
| Legato Capital Management LLC | 22,309 | $1.07M | 0.19% | +4,240+23.5% | Added |
| Dean Capital Management | 22,309 | $1.07M | 1.40% | +4,240+23.5% | Added |
| Public Sector Pension Investment Board | 22,333 | $1.07M | 0.01% | −941−4.0% | Reduced |
| Altfest L J & Co Inc | 22,449 | $1.08M | 0.17% | 00.0% | Unchanged |
| KBC Group NV | 22,677 | $1.09M | 0.00% | +4,422+24.2% | Added |
| FMR LLC | 24,267 | $1.17M | 0.00% | +33+0.1% | Added |
| Shay Capital LLC | 25,000 | $1.20M | 0.50% | 00.0% | Unchanged |
| Great West Life Assurance Co | 25,048 | $1.20M | 0.00% | +1,057+4.4% | Added |
| New York State Teachers Retirement System | 26,075 | $1.25M | 0.00% | −200−0.8% | Reduced |
| Cannell Peter B & Co Inc | 26,283 | $1.26M | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 27,293 | $1.31M | 0.00% | −341−1.2% | Reduced |
| Swiss National Bank | 28,300 | $1.36M | 0.00% | −3,300−10.4% | Reduced |
| Alps Advisors Inc | 28,770 | $1.38M | 0.01% | −2,863−9.1% | Reduced |
| Goldman Sachs Group Inc | 30,933 | $1.49M | 0.00% | +3,561+13.0% | Added |
| UBS Group AG | 30,968 | $1.49M | 0.00% | +7,665+32.9% | Added |
| Rhumbline Advisers | 32,375 | $1.56M | 0.00% | +2,301+7.7% | Added |
| Citadel Advisors LLC | 33,024 | $1.59M | 0.00% | +33,024 | New |
| Bank of America Corp | 33,966 | $1.63M | 0.00% | +14,438+73.9% | Added |
| WealthTrust Axiom LLC | 35,944 | $1.73M | 0.59% | +612+1.7% | Added |
| Barclays PLC | 39,405 | $1.90M | 0.00% | −3,789−8.8% | Reduced |
| State of New Jersey Common Pension Fund D | 42,542 | $2.05M | 0.01% | −2,591−5.7% | Reduced |
| Stifel Financial Corp | 45,913 | $2.21M | 0.00% | +23,724+106.9% | Added |
| Ameriprise Financial Inc | 51,644 | $2.48M | 0.00% | −1,941−3.6% | Reduced |
| UBS Asset Management Americas Inc | 55,276 | $2.66M | 0.00% | +55,276 | New |
| Dean Investment Associates, LLC | 59,110 | $2.84M | 0.45% | +13,586+29.8% | Added |
| JPMorgan Chase & Co | 69,027 | $3.32M | 0.00% | +9,817+16.6% | Added |
| Principal Financial Group Inc | 78,957 | $3.80M | 0.00% | −2,128−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 96,767 | $4.66M | 0.00% | +1,769+1.9% | Added |
| Norges Bank | 107,458 | $5.17M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 110,068 | $5.30M | 0.00% | −1,092−1.0% | Reduced |
| Morgan Stanley | 122,664 | $5.90M | 0.00% | +2,033+1.7% | Added |
| Invesco Ltd. | 156,074 | $7.51M | 0.00% | −15,948−9.3% | Reduced |
| Northern Trust Corp | 163,272 | $7.86M | 0.00% | −2,137−1.3% | Reduced |
| ProShare Advisors LLC | 186,118 | $8.95M | 0.03% | +186,118 | New |
| Dimensional Fund Advisors LP | 187,231 | $9.01M | 0.00% | +4,471+2.4% | Added |
| Renaissance Technologies LLC | 248,010 | $11.9M | 0.02% | +2,600+1.1% | Added |
| Geode Capital Management, LLC | 295,992 | $14.2M | 0.00% | −1,238−0.4% | Reduced |
| Bank of New York Mellon Corp | 309,555 | $14.9M | 0.00% | −49,530−13.8% | Reduced |
| State Street Corp | 821,440 | $39.5M | 0.00% | −1,781−0.2% | Reduced |
| Vanguard Group Inc | 2,270,876 | $109.3M | 0.00% | +89,603+4.1% | Added |
| BlackRock Inc. | 2,304,807 | $110.9M | 0.00% | −109,075−4.5% | Reduced |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Independent Wealth Network Inc. | 0 | $0 | 0.00% | −4,786−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,384−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,249−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |