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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 5,820 | $235.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lincoln National Corp | 5,594 | $226.2K | 0.00% | +94+1.7% | Added |
| Quadrature Capital Ltd | 5,559 | $224.6K | 0.00% | +5,559 | New |
| Nisa Investment Advisors, LLC | 5,424 | $219.3K | 0.00% | +118+2.2% | Added |
| Manufacturers Life Insurance Company, The | 5,271 | $213.1K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,209 | $210.6K | 0.00% | −535−9.3% | Reduced |
| Royal Bank of Canada | 5,126 | $207.0K | 0.00% | +812+18.8% | Added |
| HighTower Advisors, LLC | 4,928 | $201.0K | 0.00% | +4,928 | New |
| Susquehanna International Group, LLP | 4,970 | $200.9K | 0.00% | −6,476−56.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $196.4K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $168.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $167.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,073 | $165.0K | 0.00% | +200+5.2% | Added |
| Oregon Public Employees Retirement Fund | 3,803 | $153.8K | 0.00% | −200−5.0% | Reduced |
| UniSuper Management Pty Ltd | 3,600 | $145.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,319 | $134.0K | 0.00% | +9+0.3% | Added |
| Tower Research Capital LLC (TRC) | 3,127 | $126.4K | 0.00% | +1,657+112.7% | Added |
| DekaBank Deutsche Girozentrale | 2,921 | $118.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,847 | $115.1K | 0.00% | −801−22.0% | Reduced |
| STRS Ohio | 2,700 | $109.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,930 | $78.0K | 0.02% | +129+7.2% | Added |
| Geneos Wealth Management Inc. | 1,599 | $64.6K | 0.00% | +4+0.3% | Added |
| Quantbot Technologies LP | 1,581 | $63.9K | 0.00% | +1,581 | New |
| State of Wyoming | 1,543 | $62.4K | 0.01% | +947+158.9% | Added |
| Van Eck Associates Corp | 1,507 | $61.0K | 0.00% | +63+4.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $52.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,235 | $49.9K | 0.00% | +151+13.9% | Added |
| Ameritas Investment Partners, Inc. | 1,113 | $45.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $35.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 668 | $27.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 652 | $26.0K | 0.00% | −17,025−96.3% | Reduced |
| Quadrant Capital Group LLC | 588 | $23.8K | 0.00% | −65−10.0% | Reduced |
| Harbour Investments, Inc. | 550 | $22.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $20.0K | 0.01% | +500 | New |
| Newbridge Financial Services Group, Inc. | 382 | $15.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 357 | $14.4K | 0.00% | −115−24.4% | Reduced |
| NBC Securities, Inc. | 350 | $14.0K | 0.00% | +350 | New |
| Allworth Financial LP | 324 | $13.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 270 | $10.9K | 0.00% | −8,490−96.9% | Reduced |
| Sandy Spring Bank | 242 | $9.79K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.15K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $6.22K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $4.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 87 | $4.00K | 0.00% | +11+14.5% | Added |
| LGT Financial Advisors LLC | 83 | $3.36K | 0.00% | +83 | New |
| Northwestern Mutual Wealth Management Co | 61 | $2.47K | 0.00% | +61 | New |
| Signaturefd, LLC | 52 | $2.10K | 0.00% | −143−73.3% | Reduced |
| Lindbrook Capital, LLC | 38 | $1.54K | 0.00% | −145−79.2% | Reduced |
| Massmutual Trust Co FSB | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 22 | $889 | 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 |
| Abound Wealth Management | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $162 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4 | $162 | 0.00% | 00.0% | Unchanged |
| 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 |