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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 13,420 | $637.0K | 0.01% | −1,911−12.5% | Reduced |
| Alliancebernstein L.P. | 13,538 | $644.1K | 0.00% | +581+4.5% | Added |
| Deutsche Bank AG | 13,571 | $645.7K | 0.00% | +165+1.2% | Added |
| Nomura Asset Management Co Ltd | 14,190 | $675.2K | 0.00% | +1,100+8.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,251 | $678.1K | 0.00% | −413−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,355 | $683.0K | 0.01% | +910+6.8% | Added |
| Citigroup Inc | 14,357 | $683.1K | 0.00% | +3,211+28.8% | Added |
| Goldman Sachs Group Inc | 14,562 | $692.9K | 0.00% | −16,371−52.9% | Reduced |
| California State Teachers Retirement System | 15,821 | $752.8K | 0.00% | −463−2.8% | Reduced |
| Prudential Financial Inc | 15,863 | $754.8K | 0.00% | +3,270+26.0% | Added |
| Virginia Retirement Systems Et Al | 16,500 | $785.1K | 0.01% | −600−3.5% | Reduced |
| Martingale Asset Management L P | 16,550 | $787.5K | 0.02% | +1,120+7.3% | Added |
| Public Employees Retirement System of Ohio | 16,871 | $803.0K | 0.00% | −119−0.7% | Reduced |
| Wilkinson Global Asset Management LLC | 17,000 | $808.9K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 17,677 | $841.0K | 0.00% | −5,000−22.0% | Reduced |
| Asset Management One Co.,Ltd. | 21,131 | $1.01M | 0.00% | +1,051+5.2% | Added |
| Altfest L J & Co Inc | 22,449 | $1.07M | 0.16% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 22,543 | $1.07M | 0.01% | +210+0.9% | Added |
| Great West Life Assurance Co | 23,750 | $1.13M | 0.00% | −1,298−5.2% | Reduced |
| Wells Fargo & Company | 24,010 | $1.14M | 0.00% | +2,334+10.8% | Added |
| Bank of America Corp | 24,409 | $1.16M | 0.00% | −9,557−28.1% | Reduced |
| FMR LLC | 24,573 | $1.17M | 0.00% | +306+1.3% | Added |
| New York State Teachers Retirement System | 25,975 | $1.24M | 0.00% | −100−0.4% | Reduced |
| Cannell Peter B & Co Inc | 26,283 | $1.25M | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 27,116 | $1.29M | 0.01% | −1,654−5.7% | Reduced |
| Credit Suisse AG | 27,245 | $1.30M | 0.00% | +10,923+66.9% | Added |
| 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 |
| Swiss National Bank | 28,300 | $1.35M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 31,425 | $1.50M | 0.00% | +31,425 | New |
| Barclays PLC | 39,530 | $1.88M | 0.00% | +125+0.3% | Added |
| Rhumbline Advisers | 39,752 | $1.89M | 0.00% | +7,377+22.8% | Added |
| Nuveen Asset Management, LLC | 41,235 | $1.96M | 0.00% | +13,942+51.1% | Added |
| WealthTrust Axiom LLC | 41,856 | $1.99M | 0.66% | +5,912+16.4% | Added |
| Stifel Financial Corp | 45,337 | $2.16M | 0.00% | −576−1.3% | Reduced |
| UBS Group AG | 46,988 | $2.24M | 0.00% | +16,020+51.7% | Added |
| JPMorgan Chase & Co | 48,827 | $2.32M | 0.00% | −20,200−29.3% | Reduced |
| Ameriprise Financial Inc | 48,850 | $2.32M | 0.00% | −2,794−5.4% | Reduced |
| State of New Jersey Common Pension Fund D | 54,849 | $2.61M | 0.01% | +12,307+28.9% | Added |
| UBS Asset Management Americas Inc | 55,276 | $2.66M | 0.00% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 69,303 | $3.30M | 0.54% | +10,193+17.2% | Added |
| Principal Financial Group Inc | 74,612 | $3.55M | 0.00% | −4,345−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 97,199 | $4.62M | 0.00% | +432+0.4% | Added |
| Morgan Stanley | 106,583 | $5.07M | 0.00% | −16,081−13.1% | Reduced |
| Norges Bank | 107,458 | $5.11M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 108,291 | $5.15M | 0.00% | −1,777−1.6% | Reduced |
| Invesco Ltd. | 116,381 | $5.54M | 0.00% | −39,693−25.4% | Reduced |
| Northern Trust Corp | 155,444 | $7.40M | 0.00% | −7,828−4.8% | Reduced |
| ProShare Advisors LLC | 170,497 | $8.11M | 0.02% | −15,621−8.4% | Reduced |
| Dimensional Fund Advisors LP | 191,648 | $9.12M | 0.00% | +4,417+2.4% | Added |
| Renaissance Technologies LLC | 254,310 | $12.1M | 0.02% | +6,300+2.5% | Added |
| Bank of New York Mellon Corp | 295,431 | $14.1M | 0.00% | −14,124−4.6% | Reduced |
| Geode Capital Management, LLC | 304,414 | $14.5M | 0.00% | +8,422+2.8% | Added |
| State Street Corp | 809,803 | $38.5M | 0.00% | −11,637−1.4% | Reduced |
| Vanguard Group Inc | 2,243,999 | $106.8M | 0.00% | −26,877−1.2% | Reduced |
| BlackRock Inc. | 2,378,915 | $113.2M | 0.00% | +74,108+3.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −33,024−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,793−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,260−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,431−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −4,331−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −176−100.0% | Sold out |