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, 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 | $377.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −9−81.8% | Reduced |
| Russell Investments Group, Ltd. | 4 | $190 | 0.00% | −17−81.0% | Reduced |
| Parkside Financial Bank & Trust | 4 | $191 | 0.00% | −8−66.7% | Reduced |
| Allianz Asset Management GmbH | 5,600 | $266 | 0.00% | −3,700−39.8% | Reduced |
| Global Retirement Partners, LLC | 6 | $285 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $476 | 0.00% | −9−47.4% | Reduced |
| Abound Wealth Management | 10 | $476 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 17 | $809 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $809 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $4.71K | 0.00% | −34−25.6% | Reduced |
| Piershale Financial Group, Inc. | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $5.76K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $7.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 183 | $8.71K | 0.00% | −55−23.1% | Reduced |
| Signaturefd, LLC | 195 | $9.28K | 0.00% | −282−59.1% | Reduced |
| Gould Capital, LLC | 200 | $9.52K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $11.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 324 | $15.4K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 367 | $17.5K | 0.01% | +367 | New |
| Newbridge Financial Services Group, Inc. | 382 | $18.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 472 | $22.5K | 0.00% | +116+32.6% | Added |
| Harbour Investments, Inc. | 550 | $26.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 596 | $28.4K | 0.01% | +19+3.3% | Added |
| Lazard Asset Management LLC | 610 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 653 | $31.1K | 0.00% | −150−18.7% | Reduced |
| Glen Eagle Advisors, LLC | 668 | $31.8K | 0.01% | +26+4.0% | Added |
| Trust Co of Vermont | 870 | $41.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,084 | $51.6K | 0.00% | −3−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,113 | $53.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $61.9K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,444 | $69.0K | 0.00% | +43+3.1% | Added |
| Tower Research Capital LLC (TRC) | 1,470 | $69.9K | 0.00% | −95−6.1% | Reduced |
| Geneos Wealth Management Inc. | 1,595 | $75.9K | 0.00% | +1,059+197.6% | Added |
| M&R Capital Management Inc | 1,801 | $85.7K | 0.02% | +4+0.2% | Added |
| STRS Ohio | 2,700 | $128.0K | 0.00% | −13,489−83.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,921 | $140.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,310 | $157.0K | 0.00% | −1,284−27.9% | Reduced |
| SG Americas Securities, LLC | 3,421 | $163.0K | 0.00% | −9,986−74.5% | Reduced |
| UniSuper Management Pty Ltd | 3,600 | $171.3K | 0.00% | +3,600 | New |
| Macquarie Group Ltd | 3,648 | $173.6K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,873 | $184.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,003 | $190.5K | 0.00% | −200−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $197.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $197.0K | 0.00% | +200+5.1% | Added |
| Royal Bank of Canada | 4,314 | $205.0K | 0.00% | +132+3.2% | Added |
| State of Wisconsin Investment Board | 4,336 | $206.3K | 0.00% | −4,716−52.1% | Reduced |
| NFP Retirement, Inc. | 4,506 | $214.4K | 0.04% | +12+0.3% | Added |
| Neville Rodie & Shaw Inc | 4,575 | $218.0K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,796 | $228.0K | 0.03% | +4,796 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $231.1K | 0.00% | +1,167+31.6% | Added |
| Advisor Group Holdings, Inc. | 4,944 | $235.3K | 0.00% | +125+2.6% | Added |
| Maryland State Retirement & Pension System | 4,948 | $235.4K | 0.00% | −165−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 5,271 | $250.8K | 0.00% | +198+3.9% | Added |
| Nisa Investment Advisors, LLC | 5,306 | $252.5K | 0.00% | +16+0.3% | Added |
| Midwest Professional Planners, LTD. | 5,468 | $260.2K | 0.11% | +1,255+29.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,485 | $261.0K | 0.00% | −2,261−29.2% | Reduced |
| Lincoln National Corp | 5,500 | $261.7K | 0.01% | +80+1.5% | Added |
| Denali Advisors LLC | 5,600 | $266.4K | 0.09% | +5,600 | New |
| Voya Investment Management LLC | 5,720 | $272.2K | 0.00% | +395+7.4% | Added |
| Yousif Capital Management, LLC | 5,744 | $273.3K | 0.00% | −395−6.4% | Reduced |
| Amalgamated Bank | 5,820 | $277.0K | 0.00% | +41+0.7% | Added |
| Raymond James & Associates | 5,860 | $278.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,927 | $282.0K | 0.00% | +5,927 | New |
| Janus Henderson Group PLC | 5,998 | $284.6K | 0.00% | −7−0.1% | Reduced |
| Cetera Advisor Networks LLC | 6,080 | $289.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 6,628 | $315.4K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,660 | $317.0K | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,700 | $318.8K | 0.01% | +800+13.6% | Added |
| Cambria Investment Management, L.P. | 6,707 | $319.1K | 0.03% | −706−9.5% | Reduced |
| American International Group, Inc. | 6,902 | $328.4K | 0.00% | −86−1.2% | Reduced |
| HSBC Holdings PLC | 6,945 | $330.4K | 0.00% | +548+8.6% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 7,058 | $335.8K | 0.00% | −28−0.4% | Reduced |
| Gsa Capital Partners LLP | 7,231 | $344.0K | 0.03% | +7,231 | New |
| BNP Paribas Arbitrage, SA | 7,392 | $351.7K | 0.00% | −2,004−21.3% | Reduced |
| Teacher Retirement System of Texas | 7,468 | $355.0K | 0.00% | −673−8.3% | Reduced |
| Captrust Financial Advisors | 7,508 | $357.2K | 0.00% | −415−5.2% | Reduced |
| State of Tennessee, Treasury Department | 7,520 | $357.8K | 0.00% | +900+13.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $366.9K | 0.00% | +1,478+23.7% | Added |
| LPL Financial LLC | 7,869 | $374.4K | 0.00% | +480+6.5% | Added |
| Tocqueville Asset Management L.P. | 8,600 | $409.2K | 0.01% | +2,100+32.3% | Added |
| Allspring Global Investments Holdings, LLC | 8,760 | $416.8K | 0.00% | +7,853+865.8% | Added |
| New York State Common Retirement Fund | 9,404 | $447.4K | 0.00% | +2,391+34.1% | Added |
| Rothschild Investment Corp | 9,445 | $449.0K | 0.04% | 00.0% | Unchanged |
| Amundi | 10,069 | $483.5K | 0.00% | −3,932−28.1% | Reduced |
| PFG Investments, LLC | 10,421 | $495.8K | 0.09% | +218+2.1% | Added |
| Price T Rowe Associates Inc | 10,637 | $507.0K | 0.00% | +4,974+87.8% | Added |
| Texas Permanent School Fund | 11,177 | $531.8K | 0.00% | +743+7.1% | Added |
| Tekla Capital Management LLC | 11,258 | $535.7K | 0.02% | 00.0% | Unchanged |
| Goodwin Daniel L | 11,413 | $543.0K | 0.26% | −200−1.7% | Reduced |
| Susquehanna International Group, LLP | 11,446 | $544.6K | 0.00% | −688−5.7% | Reduced |
| Exchange Traded Concepts, LLC | 11,607 | $552.3K | 0.01% | −561−4.6% | Reduced |
| Janney Montgomery Scott LLC | 11,714 | $557.0K | 0.00% | +11,714 | New |
| Thrivent Financial for Lutherans | 12,149 | $578.0K | 0.00% | −435−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,552 | $597.2K | 0.00% | −62−0.5% | Reduced |