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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 4,948 | $235.4K | 0.00% | −165−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 4,944 | $235.3K | 0.00% | +125+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $231.1K | 0.00% | +1,167+31.6% | Added |
| Koss-Olinger Consulting, LLC | 4,796 | $228.0K | 0.03% | +4,796 | New |
| Neville Rodie & Shaw Inc | 4,575 | $218.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 4,506 | $214.4K | 0.04% | +12+0.3% | Added |
| State of Wisconsin Investment Board | 4,336 | $206.3K | 0.00% | −4,716−52.1% | Reduced |
| Royal Bank of Canada | 4,314 | $205.0K | 0.00% | +132+3.2% | Added |
| 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 |
| Oregon Public Employees Retirement Fund | 4,003 | $190.5K | 0.00% | −200−4.8% | Reduced |
| Daiwa Securities Group Inc. | 3,873 | $184.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,648 | $173.6K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,600 | $171.3K | 0.00% | +3,600 | New |
| SG Americas Securities, LLC | 3,421 | $163.0K | 0.00% | −9,986−74.5% | Reduced |
| CWM, LLC | 3,310 | $157.0K | 0.00% | −1,284−27.9% | Reduced |
| DekaBank Deutsche Girozentrale | 2,921 | $140.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,700 | $128.0K | 0.00% | −13,489−83.3% | Reduced |
| M&R Capital Management Inc | 1,801 | $85.7K | 0.02% | +4+0.2% | Added |
| Geneos Wealth Management Inc. | 1,595 | $75.9K | 0.00% | +1,059+197.6% | Added |
| Tower Research Capital LLC (TRC) | 1,470 | $69.9K | 0.00% | −95−6.1% | Reduced |
| Van Eck Associates Corp | 1,444 | $69.0K | 0.00% | +43+3.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $61.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $53.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,084 | $51.6K | 0.00% | −3−0.3% | Reduced |
| Trust Co of Vermont | 870 | $41.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 668 | $31.8K | 0.01% | +26+4.0% | Added |
| Quadrant Capital Group LLC | 653 | $31.1K | 0.00% | −150−18.7% | Reduced |
| Lazard Asset Management LLC | 610 | $29.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 596 | $28.4K | 0.01% | +19+3.3% | Added |
| Harbour Investments, Inc. | 550 | $26.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 472 | $22.5K | 0.00% | +116+32.6% | Added |
| Newbridge Financial Services Group, Inc. | 382 | $18.2K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 367 | $17.5K | 0.01% | +367 | New |
| Allworth Financial LP | 324 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $11.5K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.52K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 195 | $9.28K | 0.00% | −282−59.1% | Reduced |
| Lindbrook Capital, LLC | 183 | $8.71K | 0.00% | −55−23.1% | Reduced |
| PSI Advisors, LLC | 154 | $7.33K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $5.76K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $4.71K | 0.00% | −34−25.6% | Reduced |
| Bessemer Group Inc | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $809 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $809 | 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 |
| Farmers & Merchants Investments Inc | 9 | $428 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $285 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,600 | $266 | 0.00% | −3,700−39.8% | Reduced |
| Parkside Financial Bank & Trust | 4 | $191 | 0.00% | −8−66.7% | Reduced |
| Russell Investments Group, Ltd. | 4 | $190 | 0.00% | −17−81.0% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | −9−81.8% | Reduced |
| 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 |