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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 5,663 | $273.0K | 0.00% | +913+19.2% | Added |
| Lincoln National Corp | 5,420 | $260.7K | 0.01% | +78+1.5% | Added |
| Voya Investment Management LLC | 5,325 | $256.2K | 0.00% | −97−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 5,290 | $255.0K | 0.00% | +791+17.6% | Added |
| Maryland State Retirement & Pension System | 5,113 | $246.0K | 0.01% | −130−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 5,073 | $244.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,819 | $231.8K | 0.00% | −220−4.4% | Reduced |
| CWM, LLC | 4,594 | $221.0K | 0.00% | +18+0.4% | Added |
| Neville Rodie & Shaw Inc | 4,575 | $220.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,494 | $216.2K | 0.04% | +13+0.3% | Added |
| Venture Visionary Partners LLC | 4,431 | $213.2K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,331 | $208.4K | 0.00% | −1,500−25.7% | Reduced |
| State Board of Administration of Florida Retirement System | 4,297 | $206.7K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,213 | $202.7K | 0.10% | +4,213 | New |
| Oregon Public Employees Retirement Fund | 4,203 | $202.2K | 0.00% | −10−0.2% | Reduced |
| Royal Bank of Canada | 4,182 | $202.0K | 0.00% | −2,505−37.5% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $199.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4,019 | $193.4K | 0.00% | +361+9.9% | Added |
| Teachers Retirement System of the State of Kentucky | 3,952 | $190.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,873 | $186.0K | 0.00% | +446+13.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,690 | $177.5K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,648 | $175.5K | 0.00% | −662−15.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,921 | $139.0K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,000 | $96.2K | 0.07% | +2,000 | New |
| M&R Capital Management Inc | 1,797 | $86.5K | 0.02% | +1,466+442.9% | Added |
| Tower Research Capital LLC (TRC) | 1,565 | $76.0K | 0.00% | −4,581−74.5% | Reduced |
| Van Eck Associates Corp | 1,401 | $67.0K | 0.00% | +72+5.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $62.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $53.5K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,087 | $52.3K | 0.00% | −138−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 907 | $43.6K | 0.00% | −631−41.0% | Reduced |
| Trust Co of Vermont | 870 | $41.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 803 | $38.6K | 0.00% | −33−3.9% | Reduced |
| Glen Eagle Advisors, LLC | 642 | $30.9K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 610 | $29.0K | 0.00% | +610 | New |
| State of Wyoming | 577 | $27.8K | 0.01% | +577 | New |
| Mascoma Wealth Management LLC | 619 | $26.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $26.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 536 | $25.8K | 0.00% | −1,253−70.0% | Reduced |
| Signaturefd, LLC | 477 | $22.9K | 0.00% | +382+402.1% | Added |
| Newbridge Financial Services Group, Inc. | 382 | $18.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 356 | $17.1K | 0.00% | −7−1.9% | Reduced |
| Allworth Financial LP | 324 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 317 | $15.2K | 0.00% | +317 | New |
| Sandy Spring Bank | 242 | $11.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 242 | $11.6K | 0.00% | +140+137.3% | Added |
| Lindbrook Capital, LLC | 238 | $11.4K | 0.00% | −10−4.0% | Reduced |
| Gould Capital, LLC | 200 | $9.62K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $9.62K | 0.00% | +200 | New |
| Kalos Management, Inc. | 190 | $9.14K | 0.02% | +190 | New |
| TCI Wealth Advisors, Inc. | 176 | $8.47K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $7.41K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 133 | $6.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $5.82K | 0.00% | −74−37.9% | Reduced |
| Piershale Financial Group, Inc. | 100 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | −4−5.0% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $1.06K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21 | $1.01K | 0.00% | +21 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | −1−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 19 | $914 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $818 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 17 | $807 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $433 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $255 | 0.00% | 00.0% | Unchanged |
| 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 |