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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $687 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $687 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $889 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.54K | 0.00% | −145−79.2% | Reduced |
| Signaturefd, LLC | 52 | $2.10K | 0.00% | −143−73.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 61 | $2.47K | 0.00% | +61 | New |
| LGT Financial Advisors LLC | 83 | $3.36K | 0.00% | +83 | New |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | +11+14.5% | Added |
| EverSource Wealth Advisors, LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $4.89K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $6.22K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.15K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $9.79K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 270 | $10.9K | 0.00% | −8,490−96.9% | Reduced |
| Allworth Financial LP | 324 | $13.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $14.0K | 0.00% | +350 | New |
| US Bancorp | 357 | $14.4K | 0.00% | −115−24.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 382 | $15.4K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $20.0K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 550 | $22.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 588 | $23.8K | 0.00% | −65−10.0% | Reduced |
| KBC Group NV | 652 | $26.0K | 0.00% | −17,025−96.3% | Reduced |
| Glen Eagle Advisors, LLC | 668 | $27.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $35.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,113 | $45.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,235 | $49.9K | 0.00% | +151+13.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $52.6K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,507 | $61.0K | 0.00% | +63+4.4% | Added |
| State of Wyoming | 1,543 | $62.4K | 0.01% | +947+158.9% | Added |
| Quantbot Technologies LP | 1,581 | $63.9K | 0.00% | +1,581 | New |
| Geneos Wealth Management Inc. | 1,599 | $64.6K | 0.00% | +4+0.3% | Added |
| M&R Capital Management Inc | 1,930 | $78.0K | 0.02% | +129+7.2% | Added |
| STRS Ohio | 2,700 | $109.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,847 | $115.1K | 0.00% | −801−22.0% | Reduced |
| DekaBank Deutsche Girozentrale | 2,921 | $118.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,127 | $126.4K | 0.00% | +1,657+112.7% | Added |
| CWM, LLC | 3,319 | $134.0K | 0.00% | +9+0.3% | Added |
| UniSuper Management Pty Ltd | 3,600 | $145.5K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,803 | $153.8K | 0.00% | −200−5.0% | Reduced |
| Daiwa Securities Group Inc. | 4,073 | $165.0K | 0.00% | +200+5.2% | Added |
| Public Employees Retirement Association of Colorado | 4,133 | $167.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $168.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $196.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,970 | $200.9K | 0.00% | −6,476−56.6% | Reduced |
| HighTower Advisors, LLC | 4,928 | $201.0K | 0.00% | +4,928 | New |
| Royal Bank of Canada | 5,126 | $207.0K | 0.00% | +812+18.8% | Added |
| Yousif Capital Management, LLC | 5,209 | $210.6K | 0.00% | −535−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,271 | $213.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,424 | $219.3K | 0.00% | +118+2.2% | Added |
| Quadrature Capital Ltd | 5,559 | $224.6K | 0.00% | +5,559 | New |
| Lincoln National Corp | 5,594 | $226.2K | 0.00% | +94+1.7% | Added |
| Denali Advisors LLC | 5,600 | $226.4K | 0.08% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,600 | $226.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,820 | $235.0K | 0.00% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 5,839 | $236.0K | 0.03% | +1,043+21.7% | Added |
| Advisor Group Holdings, Inc. | 5,853 | $236.7K | 0.00% | +909+18.4% | Added |
| Raymond James & Associates | 5,860 | $236.9K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,888 | $238.1K | 0.00% | −1,057−15.2% | Reduced |
| Los Angeles Capital Management LLC | 5,927 | $239.6K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,999 | $242.5K | 0.00% | +10.0% | Added |
| Cetera Advisor Networks LLC | 6,095 | $246.4K | 0.00% | +15+0.2% | Added |
| Jane Street Group, LLC | 6,360 | $257.1K | 0.00% | +6,360 | New |
| Louisiana State Employees Retirement System | 6,500 | $262.8K | 0.01% | −200−3.0% | Reduced |
| MetLife Investment Management | 6,628 | $268.0K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 6,660 | $269.3K | 0.01% | +6,660 | New |
| Cambria Investment Management, L.P. | 6,707 | $271.2K | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,863 | $277.5K | 0.00% | −657−8.7% | Reduced |
| Captrust Financial Advisors | 6,986 | $282.4K | 0.00% | −522−7.0% | Reduced |
| 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 |
| American International Group, Inc. | 7,054 | $285.2K | 0.00% | +152+2.2% | Added |
| Teacher Retirement System of Texas | 7,214 | $292.0K | 0.00% | −254−3.4% | Reduced |
| Midwest Professional Planners, LTD. | 7,223 | $292.0K | 0.13% | +1,755+32.1% | Added |
| The PNC Financial Services Group, Inc. | 7,259 | $293.5K | 0.00% | +201+2.8% | Added |
| Amundi | 7,778 | $300.5K | 0.00% | −2,291−22.8% | Reduced |
| State of Wisconsin Investment Board | 7,498 | $303.1K | 0.00% | +3,162+72.9% | Added |
| Tudor Investment Corp Et Al | 7,515 | $303.8K | 0.00% | +7,515 | New |
| Illinois Municipal Retirement Fund | 7,646 | $309.0K | 0.01% | +7,646 | New |
| LPL Financial LLC | 7,680 | $310.5K | 0.00% | −189−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $311.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,746 | $313.2K | 0.00% | +7,746 | New |
| New York State Common Retirement Fund | 8,005 | $323.6K | 0.00% | −1,399−14.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,501 | $343.7K | 0.00% | −5,854−40.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,520 | $344.5K | 0.00% | +8,520 | New |
| Y-Intercept (Hong Kong) Ltd | 8,930 | $361.0K | 0.04% | +8,930 | New |
| Gsa Capital Partners LLP | 9,145 | $370.0K | 0.03% | +1,914+26.5% | Added |
| Rothschild Investment Corp | 9,445 | $382.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,711 | $393.0K | 0.01% | +6,290+183.9% | Added |
| Tocqueville Asset Management L.P. | 9,900 | $400.3K | 0.01% | +1,300+15.1% | Added |
| Voya Investment Management LLC | 10,136 | $409.8K | 0.00% | +4,416+77.2% | Added |
| PFG Investments, LLC | 10,427 | $421.6K | 0.08% | +6+0.1% | Added |
| Virginia Retirement Systems Et Al | 10,500 | $424.5K | 0.00% | −6,000−36.4% | Reduced |
| Price T Rowe Associates Inc | 10,969 | $444.0K | 0.00% | +332+3.1% | Added |
| Deutsche Bank AG | 11,028 | $445.9K | 0.00% | −2,543−18.7% | Reduced |
| Citigroup Inc | 11,213 | $453.3K | 0.00% | −3,144−21.9% | Reduced |