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, Q3 2023
Institutional positions in Universal Health Realty Income Trust as of Sep 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
- 159
- +6 vs. Q2 2023
- Shares held
- 8.88M
- −109.9K (−1.2%) vs. Q2 2023
- Total value
- $358.8M
- −$68.5M (−16.0%) vs. Q2 2023
- New holders
- 15
- 45 more added
- Sold out
- 9
- 54 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,314,110 | $93.6M | 0.00% | −64,805−2.7% | Reduced |
| Vanguard Group Inc | 2,230,598 | $90.2M | 0.00% | −13,401−0.6% | Reduced |
| State Street Corp | 819,603 | $33.1M | 0.00% | +9,800+1.2% | Added |
| Geode Capital Management, LLC | 297,160 | $12.0M | 0.00% | −7,254−2.4% | Reduced |
| Bank of New York Mellon Corp | 287,151 | $11.6M | 0.00% | −8,280−2.8% | Reduced |
| Renaissance Technologies LLC | 258,910 | $10.5M | 0.02% | +4,600+1.8% | Added |
| Dimensional Fund Advisors LP | 195,896 | $7.92M | 0.00% | +4,248+2.2% | Added |
| ProShare Advisors LLC | 175,733 | $7.10M | 0.02% | +5,236+3.1% | Added |
| Northern Trust Corp | 153,227 | $6.19M | 0.00% | −2,217−1.4% | Reduced |
| Invesco Ltd. | 116,901 | $4.73M | 0.00% | +520+0.4% | Added |
| Legal & General Group Plc | 107,191 | $4.33M | 0.00% | −1,100−1.0% | Reduced |
| Morgan Stanley | 105,379 | $4.26M | 0.00% | −1,204−1.1% | Reduced |
| Stifel Financial Corp | 101,961 | $4.12M | 0.01% | +56,624+124.9% | Added |
| Charles Schwab Investment Management Inc | 99,366 | $4.02M | 0.00% | +2,167+2.2% | Added |
| Millennium Management LLC | 90,760 | $3.67M | 0.00% | +59,335+188.8% | Added |
| Principal Financial Group Inc | 71,437 | $2.89M | 0.00% | −3,175−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 54,849 | $2.22M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 52,343 | $2.12M | 0.00% | −2,933−5.3% | Reduced |
| Ameriprise Financial Inc | 44,419 | $1.80M | 0.00% | −4,431−9.1% | Reduced |
| JPMorgan Chase & Co | 44,157 | $1.79M | 0.00% | −4,670−9.6% | Reduced |
| WealthTrust Axiom LLC | 41,321 | $1.67M | 0.60% | −535−1.3% | Reduced |
| Dean Investment Associates, LLC | 41,208 | $1.67M | 0.27% | −28,095−40.5% | Reduced |
| UBS Group AG | 39,127 | $1.58M | 0.00% | −7,861−16.7% | Reduced |
| Bank of America Corp | 33,114 | $1.34M | 0.00% | +8,705+35.7% | Added |
| Rhumbline Advisers | 32,613 | $1.32M | 0.00% | −7,139−18.0% | Reduced |
| Nuveen Asset Management, LLC | 29,252 | $1.18M | 0.00% | −11,983−29.1% | Reduced |
| Swiss National Bank | 28,800 | $1.16M | 0.00% | +500+1.8% | Added |
| Alps Advisors Inc | 27,227 | $1.10M | 0.01% | +111+0.4% | Added |
| Cannell Peter B & Co Inc | 26,283 | $1.06M | 0.04% | 00.0% | Unchanged |
| Credit Suisse AG | 25,943 | $1.05M | 0.00% | −1,302−4.8% | Reduced |
| FMR LLC | 25,630 | $1.04M | 0.00% | +1,057+4.3% | Added |
| Goldman Sachs Group Inc | 25,534 | $1.03M | 0.00% | +10,972+75.3% | Added |
| New York State Teachers Retirement System | 25,375 | $1.03M | 0.00% | −600−2.3% | Reduced |
| Norges Bank | 24,170 | $977.2K | 0.00% | −83,288−77.5% | Reduced |
| Great West Life Assurance Co | 23,749 | $960.0K | 0.00% | −10.0% | Reduced |
| Altfest L J & Co Inc | 22,449 | $908.0K | 0.14% | 00.0% | Unchanged |
| Wells Fargo & Company | 20,552 | $830.9K | 0.00% | −3,458−14.4% | Reduced |
| Asset Management One Co.,Ltd. | 19,505 | $788.6K | 0.00% | −1,626−7.7% | Reduced |
| Citadel Advisors LLC | 18,583 | $751.3K | 0.00% | +18,583 | New |
| Public Employees Retirement System of Ohio | 18,245 | $738.0K | 0.00% | +1,374+8.1% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $687.3K | 0.05% | 00.0% | Unchanged |
| Legato Capital Management LLC | 16,633 | $672.5K | 0.10% | −10,985−39.8% | Reduced |
| Dean Capital Management | 16,633 | $672.5K | 0.50% | −10,985−39.8% | Reduced |
| Martingale Asset Management L P | 16,550 | $669.1K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 16,309 | $659.4K | 0.00% | +8,917+120.6% | Added |
| Public Sector Pension Investment Board | 15,717 | $635.4K | 0.00% | −6,826−30.3% | Reduced |
| Prudential Financial Inc | 14,943 | $604.1K | 0.00% | −920−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,503 | $586.4K | 0.00% | +252+1.8% | Added |
| California State Teachers Retirement System | 14,433 | $583.5K | 0.00% | −1,388−8.8% | Reduced |
| Nomura Asset Management Co Ltd | 14,190 | $573.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,003 | $565.0K | 0.01% | +583+4.3% | Added |
| Alliancebernstein L.P. | 13,488 | $545.3K | 0.00% | −50−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 12,614 | $510.0K | 0.01% | +1,007+8.7% | Added |
| Texas Permanent School Fund | 12,455 | $503.6K | 0.00% | +1,278+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 12,379 | $500.5K | 0.00% | −173−1.4% | Reduced |
| Thrivent Financial for Lutherans | 11,633 | $470.0K | 0.00% | −516−4.2% | Reduced |
| Janney Montgomery Scott LLC | 11,625 | $470.0K | 0.00% | −89−0.8% | Reduced |
| Barclays PLC | 11,559 | $467.3K | 0.00% | −27,971−70.8% | Reduced |
| Goodwin Daniel L | 11,413 | $461.4K | 0.22% | 00.0% | Unchanged |
| Citigroup Inc | 11,213 | $453.3K | 0.00% | −3,144−21.9% | Reduced |
| Deutsche Bank AG | 11,028 | $445.9K | 0.00% | −2,543−18.7% | Reduced |
| Price T Rowe Associates Inc | 10,969 | $444.0K | 0.00% | +332+3.1% | Added |
| Virginia Retirement Systems Et Al | 10,500 | $424.5K | 0.00% | −6,000−36.4% | Reduced |
| PFG Investments, LLC | 10,427 | $421.6K | 0.08% | +6+0.1% | Added |
| Voya Investment Management LLC | 10,136 | $409.8K | 0.00% | +4,416+77.2% | Added |
| Tocqueville Asset Management L.P. | 9,900 | $400.3K | 0.01% | +1,300+15.1% | Added |
| SG Americas Securities, LLC | 9,711 | $393.0K | 0.01% | +6,290+183.9% | Added |
| Rothschild Investment Corp | 9,445 | $382.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,145 | $370.0K | 0.03% | +1,914+26.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,930 | $361.0K | 0.04% | +8,930 | New |
| D. E. Shaw & Co., Inc. | 8,520 | $344.5K | 0.00% | +8,520 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,501 | $343.7K | 0.00% | −5,854−40.8% | Reduced |
| New York State Common Retirement Fund | 8,005 | $323.6K | 0.00% | −1,399−14.9% | Reduced |
| Qube Research & Technologies Ltd | 7,746 | $313.2K | 0.00% | +7,746 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $311.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 7,680 | $310.5K | 0.00% | −189−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,646 | $309.0K | 0.01% | +7,646 | New |
| Tudor Investment Corp Et Al | 7,515 | $303.8K | 0.00% | +7,515 | New |
| State of Wisconsin Investment Board | 7,498 | $303.1K | 0.00% | +3,162+72.9% | Added |
| Amundi | 7,778 | $300.5K | 0.00% | −2,291−22.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,259 | $293.5K | 0.00% | +201+2.8% | Added |
| Midwest Professional Planners, LTD. | 7,223 | $292.0K | 0.13% | +1,755+32.1% | Added |
| Teacher Retirement System of Texas | 7,214 | $292.0K | 0.00% | −254−3.4% | Reduced |
| American International Group, Inc. | 7,054 | $285.2K | 0.00% | +152+2.2% | Added |
| Belpointe Asset Management LLC | 7,000 | $283.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,000 | $283.0K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,986 | $282.4K | 0.00% | −522−7.0% | Reduced |
| State of Tennessee, Treasury Department | 6,863 | $277.5K | 0.00% | −657−8.7% | Reduced |
| Cambria Investment Management, L.P. | 6,707 | $271.2K | 0.02% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,660 | $269.3K | 0.01% | +6,660 | New |
| MetLife Investment Management | 6,628 | $268.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,500 | $262.8K | 0.01% | −200−3.0% | Reduced |
| Jane Street Group, LLC | 6,360 | $257.1K | 0.00% | +6,360 | New |
| Cetera Advisor Networks LLC | 6,095 | $246.4K | 0.00% | +15+0.2% | Added |
| Janus Henderson Group PLC | 5,999 | $242.5K | 0.00% | +10.0% | Added |
| Los Angeles Capital Management LLC | 5,927 | $239.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,888 | $238.1K | 0.00% | −1,057−15.2% | Reduced |
| Raymond James & Associates | 5,860 | $236.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,853 | $236.7K | 0.00% | +909+18.4% | Added |
| Koss-Olinger Consulting, LLC | 5,839 | $236.0K | 0.03% | +1,043+21.7% | Added |