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 $377.8M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Universal Health Realty Income Trust as of Jun 30, 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
- 156
- −10 vs. Q1 2023
- Shares held
- 9.00M
- −79.8K (−0.9%) vs. Q1 2023
- Total value
- $428.2M
- −$8.82M (−2.0%) vs. Q1 2023
- New holders
- 9
- 54 more added
- Sold out
- 19
- 57 more reduced
Compare with Q1 2023: 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 | $377.8M |
| Q1 2026 | 187 | $365.7M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $349.3M |
| Q2 2025 | 171 | $347.7M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $408.8M |
| Q2 2024 | 159 | $344.5M |
| Q1 2024 | 157 | $319.8M |
| Q4 2023 | 152 | $393.9M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $438.9M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $524.3M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $627.0M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,378,915 | $113.2M | 0.00% | +74,108+3.2% | Added |
| Vanguard Group Inc | 2,243,999 | $106.8M | 0.00% | −26,877−1.2% | Reduced |
| State Street Corp | 809,803 | $38.5M | 0.00% | −11,637−1.4% | Reduced |
| Geode Capital Management, LLC | 304,414 | $14.5M | 0.00% | +8,422+2.8% | Added |
| Bank of New York Mellon Corp | 295,431 | $14.1M | 0.00% | −14,124−4.6% | Reduced |
| Renaissance Technologies LLC | 254,310 | $12.1M | 0.02% | +6,300+2.5% | Added |
| Dimensional Fund Advisors LP | 191,648 | $9.12M | 0.00% | +4,417+2.4% | Added |
| ProShare Advisors LLC | 170,497 | $8.11M | 0.02% | −15,621−8.4% | Reduced |
| Northern Trust Corp | 155,444 | $7.40M | 0.00% | −7,828−4.8% | Reduced |
| Invesco Ltd. | 116,381 | $5.54M | 0.00% | −39,693−25.4% | Reduced |
| Legal & General Group Plc | 108,291 | $5.15M | 0.00% | −1,777−1.6% | Reduced |
| Norges Bank | 107,458 | $5.11M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 106,583 | $5.07M | 0.00% | −16,081−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 97,199 | $4.62M | 0.00% | +432+0.4% | Added |
| Principal Financial Group Inc | 74,612 | $3.55M | 0.00% | −4,345−5.5% | Reduced |
| Dean Investment Associates, LLC | 69,303 | $3.30M | 0.54% | +10,193+17.2% | Added |
| UBS Asset Management Americas Inc | 55,276 | $2.66M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 54,849 | $2.61M | 0.01% | +12,307+28.9% | Added |
| Ameriprise Financial Inc | 48,850 | $2.32M | 0.00% | −2,794−5.4% | Reduced |
| JPMorgan Chase & Co | 48,827 | $2.32M | 0.00% | −20,200−29.3% | Reduced |
| UBS Group AG | 46,988 | $2.24M | 0.00% | +16,020+51.7% | Added |
| Stifel Financial Corp | 45,337 | $2.16M | 0.00% | −576−1.3% | Reduced |
| WealthTrust Axiom LLC | 41,856 | $1.99M | 0.66% | +5,912+16.4% | Added |
| Nuveen Asset Management, LLC | 41,235 | $1.96M | 0.00% | +13,942+51.1% | Added |
| Rhumbline Advisers | 39,752 | $1.89M | 0.00% | +7,377+22.8% | Added |
| Barclays PLC | 39,530 | $1.88M | 0.00% | +125+0.3% | Added |
| Millennium Management LLC | 31,425 | $1.50M | 0.00% | +31,425 | New |
| Swiss National Bank | 28,300 | $1.35M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 27,618 | $1.31M | 0.18% | +5,309+23.8% | Added |
| Dean Capital Management | 27,618 | $1.31M | 1.75% | +5,309+23.8% | Added |
| Credit Suisse AG | 27,245 | $1.30M | 0.00% | +10,923+66.9% | Added |
| Alps Advisors Inc | 27,116 | $1.29M | 0.01% | −1,654−5.7% | Reduced |
| Cannell Peter B & Co Inc | 26,283 | $1.25M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 25,975 | $1.24M | 0.00% | −100−0.4% | Reduced |
| FMR LLC | 24,573 | $1.17M | 0.00% | +306+1.3% | Added |
| Bank of America Corp | 24,409 | $1.16M | 0.00% | −9,557−28.1% | Reduced |
| Wells Fargo & Company | 24,010 | $1.14M | 0.00% | +2,334+10.8% | Added |
| Great West Life Assurance Co | 23,750 | $1.13M | 0.00% | −1,298−5.2% | Reduced |
| Public Sector Pension Investment Board | 22,543 | $1.07M | 0.01% | +210+0.9% | Added |
| Altfest L J & Co Inc | 22,449 | $1.07M | 0.16% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 21,131 | $1.01M | 0.00% | +1,051+5.2% | Added |
| KBC Group NV | 17,677 | $841.0K | 0.00% | −5,000−22.0% | Reduced |
| Wilkinson Global Asset Management LLC | 17,000 | $808.9K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 16,871 | $803.0K | 0.00% | −119−0.7% | Reduced |
| Martingale Asset Management L P | 16,550 | $787.5K | 0.02% | +1,120+7.3% | Added |
| Virginia Retirement Systems Et Al | 16,500 | $785.1K | 0.01% | −600−3.5% | Reduced |
| Prudential Financial Inc | 15,863 | $754.8K | 0.00% | +3,270+26.0% | Added |
| California State Teachers Retirement System | 15,821 | $752.8K | 0.00% | −463−2.8% | Reduced |
| Goldman Sachs Group Inc | 14,562 | $692.9K | 0.00% | −16,371−52.9% | Reduced |
| Citigroup Inc | 14,357 | $683.1K | 0.00% | +3,211+28.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,355 | $683.0K | 0.01% | +910+6.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,251 | $678.1K | 0.00% | −413−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 14,190 | $675.2K | 0.00% | +1,100+8.4% | Added |
| Deutsche Bank AG | 13,571 | $645.7K | 0.00% | +165+1.2% | Added |
| Alliancebernstein L.P. | 13,538 | $644.1K | 0.00% | +581+4.5% | Added |
| State of Alaska, Department of Revenue | 13,420 | $637.0K | 0.01% | −1,911−12.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,552 | $597.2K | 0.00% | −62−0.5% | Reduced |
| Thrivent Financial for Lutherans | 12,149 | $578.0K | 0.00% | −435−3.5% | Reduced |
| Janney Montgomery Scott LLC | 11,714 | $557.0K | 0.00% | +11,714 | New |
| Exchange Traded Concepts, LLC | 11,607 | $552.3K | 0.01% | −561−4.6% | Reduced |
| Susquehanna International Group, LLP | 11,446 | $544.6K | 0.00% | −688−5.7% | Reduced |
| Goodwin Daniel L | 11,413 | $543.0K | 0.26% | −200−1.7% | Reduced |
| Tekla Capital Management LLC | 11,258 | $535.7K | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 11,177 | $531.8K | 0.00% | +743+7.1% | Added |
| Price T Rowe Associates Inc | 10,637 | $507.0K | 0.00% | +4,974+87.8% | Added |
| PFG Investments, LLC | 10,421 | $495.8K | 0.09% | +218+2.1% | Added |
| Amundi | 10,069 | $483.5K | 0.00% | −3,932−28.1% | Reduced |
| Rothschild Investment Corp | 9,445 | $449.0K | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,404 | $447.4K | 0.00% | +2,391+34.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,760 | $416.8K | 0.00% | +7,853+865.8% | Added |
| Tocqueville Asset Management L.P. | 8,600 | $409.2K | 0.01% | +2,100+32.3% | Added |
| LPL Financial LLC | 7,869 | $374.4K | 0.00% | +480+6.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $366.9K | 0.00% | +1,478+23.7% | Added |
| State of Tennessee, Treasury Department | 7,520 | $357.8K | 0.00% | +900+13.6% | Added |
| Captrust Financial Advisors | 7,508 | $357.2K | 0.00% | −415−5.2% | Reduced |
| Teacher Retirement System of Texas | 7,468 | $355.0K | 0.00% | −673−8.3% | Reduced |
| BNP Paribas Arbitrage, SA | 7,392 | $351.7K | 0.00% | −2,004−21.3% | Reduced |
| Gsa Capital Partners LLP | 7,231 | $344.0K | 0.03% | +7,231 | New |
| The PNC Financial Services Group, Inc. | 7,058 | $335.8K | 0.00% | −28−0.4% | Reduced |
| Belpointe Asset Management LLC | 7,000 | $333.1K | 0.04% | −580−7.7% | Reduced |
| Fortis Capital Advisors, LLC | 7,000 | $333.1K | 0.20% | −525−7.0% | Reduced |
| HSBC Holdings PLC | 6,945 | $330.4K | 0.00% | +548+8.6% | Added |
| American International Group, Inc. | 6,902 | $328.4K | 0.00% | −86−1.2% | Reduced |
| Cambria Investment Management, L.P. | 6,707 | $319.1K | 0.03% | −706−9.5% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $318.8K | 0.01% | +800+13.6% | Added |
| Endurance Wealth Management, Inc. | 6,660 | $317.0K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 6,628 | $315.4K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,080 | $289.3K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,998 | $284.6K | 0.00% | −7−0.1% | Reduced |
| Los Angeles Capital Management LLC | 5,927 | $282.0K | 0.00% | +5,927 | New |
| Raymond James & Associates | 5,860 | $278.8K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,820 | $277.0K | 0.00% | +41+0.7% | Added |
| Yousif Capital Management, LLC | 5,744 | $273.3K | 0.00% | −395−6.4% | Reduced |
| Voya Investment Management LLC | 5,720 | $272.2K | 0.00% | +395+7.4% | Added |
| Denali Advisors LLC | 5,600 | $266.4K | 0.09% | +5,600 | New |
| Lincoln National Corp | 5,500 | $261.7K | 0.01% | +80+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,485 | $261.0K | 0.00% | −2,261−29.2% | Reduced |
| Midwest Professional Planners, LTD. | 5,468 | $260.2K | 0.11% | +1,255+29.8% | Added |
| Nisa Investment Advisors, LLC | 5,306 | $252.5K | 0.00% | +16+0.3% | Added |
| Manufacturers Life Insurance Company, The | 5,271 | $250.8K | 0.00% | +198+3.9% | Added |