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 |
|---|---|---|---|---|---|
| Goodwin Daniel L | 11,413 | $461.4K | 0.22% | 00.0% | Unchanged |
| Barclays PLC | 11,559 | $467.3K | 0.00% | −27,971−70.8% | 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 |
| Raymond James Financial Services Advisors, Inc. | 12,379 | $500.5K | 0.00% | −173−1.4% | Reduced |
| Texas Permanent School Fund | 12,455 | $503.6K | 0.00% | +1,278+11.4% | Added |
| Exchange Traded Concepts, LLC | 12,614 | $510.0K | 0.01% | +1,007+8.7% | Added |
| Alliancebernstein L.P. | 13,488 | $545.3K | 0.00% | −50−0.4% | Reduced |
| State of Alaska, Department of Revenue | 14,003 | $565.0K | 0.01% | +583+4.3% | Added |
| Nomura Asset Management Co Ltd | 14,190 | $573.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,433 | $583.5K | 0.00% | −1,388−8.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,503 | $586.4K | 0.00% | +252+1.8% | Added |
| Prudential Financial Inc | 14,943 | $604.1K | 0.00% | −920−5.8% | Reduced |
| Public Sector Pension Investment Board | 15,717 | $635.4K | 0.00% | −6,826−30.3% | Reduced |
| BNP Paribas Arbitrage, SA | 16,309 | $659.4K | 0.00% | +8,917+120.6% | Added |
| Martingale Asset Management L P | 16,550 | $669.1K | 0.01% | 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 |
| Wilkinson Global Asset Management LLC | 17,000 | $687.3K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 18,245 | $738.0K | 0.00% | +1,374+8.1% | Added |
| Citadel Advisors LLC | 18,583 | $751.3K | 0.00% | +18,583 | New |
| Asset Management One Co.,Ltd. | 19,505 | $788.6K | 0.00% | −1,626−7.7% | Reduced |
| Wells Fargo & Company | 20,552 | $830.9K | 0.00% | −3,458−14.4% | Reduced |
| Altfest L J & Co Inc | 22,449 | $908.0K | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 23,749 | $960.0K | 0.00% | −10.0% | Reduced |
| Norges Bank | 24,170 | $977.2K | 0.00% | −83,288−77.5% | Reduced |
| New York State Teachers Retirement System | 25,375 | $1.03M | 0.00% | −600−2.3% | Reduced |
| Goldman Sachs Group Inc | 25,534 | $1.03M | 0.00% | +10,972+75.3% | Added |
| FMR LLC | 25,630 | $1.04M | 0.00% | +1,057+4.3% | Added |
| Credit Suisse AG | 25,943 | $1.05M | 0.00% | −1,302−4.8% | Reduced |
| Cannell Peter B & Co Inc | 26,283 | $1.06M | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 27,227 | $1.10M | 0.01% | +111+0.4% | Added |
| Swiss National Bank | 28,800 | $1.16M | 0.00% | +500+1.8% | Added |
| Nuveen Asset Management, LLC | 29,252 | $1.18M | 0.00% | −11,983−29.1% | Reduced |
| Rhumbline Advisers | 32,613 | $1.32M | 0.00% | −7,139−18.0% | Reduced |
| Bank of America Corp | 33,114 | $1.34M | 0.00% | +8,705+35.7% | Added |
| UBS Group AG | 39,127 | $1.58M | 0.00% | −7,861−16.7% | Reduced |
| Dean Investment Associates, LLC | 41,208 | $1.67M | 0.27% | −28,095−40.5% | Reduced |
| WealthTrust Axiom LLC | 41,321 | $1.67M | 0.60% | −535−1.3% | Reduced |
| JPMorgan Chase & Co | 44,157 | $1.79M | 0.00% | −4,670−9.6% | Reduced |
| Ameriprise Financial Inc | 44,419 | $1.80M | 0.00% | −4,431−9.1% | Reduced |
| UBS Asset Management Americas Inc | 52,343 | $2.12M | 0.00% | −2,933−5.3% | Reduced |
| State of New Jersey Common Pension Fund D | 54,849 | $2.22M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 71,437 | $2.89M | 0.00% | −3,175−4.3% | Reduced |
| Millennium Management LLC | 90,760 | $3.67M | 0.00% | +59,335+188.8% | Added |
| Charles Schwab Investment Management Inc | 99,366 | $4.02M | 0.00% | +2,167+2.2% | Added |
| Stifel Financial Corp | 101,961 | $4.12M | 0.01% | +56,624+124.9% | Added |
| Morgan Stanley | 105,379 | $4.26M | 0.00% | −1,204−1.1% | Reduced |
| Legal & General Group Plc | 107,191 | $4.33M | 0.00% | −1,100−1.0% | Reduced |
| Invesco Ltd. | 116,901 | $4.73M | 0.00% | +520+0.4% | Added |
| Northern Trust Corp | 153,227 | $6.19M | 0.00% | −2,217−1.4% | Reduced |
| ProShare Advisors LLC | 175,733 | $7.10M | 0.02% | +5,236+3.1% | Added |
| Dimensional Fund Advisors LP | 195,896 | $7.92M | 0.00% | +4,248+2.2% | Added |
| Renaissance Technologies LLC | 258,910 | $10.5M | 0.02% | +4,600+1.8% | Added |
| Bank of New York Mellon Corp | 287,151 | $11.6M | 0.00% | −8,280−2.8% | Reduced |
| Geode Capital Management, LLC | 297,160 | $12.0M | 0.00% | −7,254−2.4% | Reduced |
| State Street Corp | 819,603 | $33.1M | 0.00% | +9,800+1.2% | Added |
| Vanguard Group Inc | 2,230,598 | $90.2M | 0.00% | −13,401−0.6% | Reduced |
| BlackRock Inc. | 2,314,110 | $93.6M | 0.00% | −64,805−2.7% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,948−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tekla Capital Management LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |