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 $377.8M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Universal Health Realty Income Trust as of Dec 31, 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
- 152
- −4 vs. Q3 2023
- Shares held
- 8.93M
- +88.4K (+1.0%) vs. Q3 2023
- Total value
- $386.4M
- +$28.8M (+8.0%) vs. Q3 2023
- New holders
- 17
- 50 more added
- Sold out
- 21
- 53 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $377.8M |
| Q1 2026 | 187 | $365.7M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $349.3M |
| Q2 2025 | 171 | $347.7M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $408.8M |
| Q2 2024 | 159 | $344.5M |
| Q1 2024 | 157 | $319.8M |
| Q4 2023 | 152 | $393.9M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $438.9M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $524.3M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $627.0M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,379,804 | $102.9M | 0.00% | +65,694+2.8% | Added |
| Vanguard Group Inc | 2,242,974 | $97.0M | 0.00% | +12,376+0.6% | Added |
| State Street Corp | 838,629 | $36.3M | 0.00% | +19,026+2.3% | Added |
| Geode Capital Management, LLC | 311,631 | $13.5M | 0.00% | +14,471+4.9% | Added |
| Renaissance Technologies LLC | 262,710 | $11.4M | 0.02% | +3,800+1.5% | Added |
| Bank of New York Mellon Corp | 247,244 | $10.7M | 0.00% | −39,907−13.9% | Reduced |
| Dimensional Fund Advisors LP | 185,020 | $8.00M | 0.00% | −10,876−5.6% | Reduced |
| ProShare Advisors LLC | 184,596 | $7.98M | 0.02% | +8,863+5.0% | Added |
| Northern Trust Corp | 144,478 | $6.25M | 0.00% | −8,749−5.7% | Reduced |
| Morgan Stanley | 136,679 | $5.91M | 0.00% | +31,300+29.7% | Added |
| Ameriprise Financial Inc | 132,209 | $5.72M | 0.00% | +87,790+197.6% | Added |
| Invesco Ltd. | 119,832 | $5.18M | 0.00% | +2,931+2.5% | Added |
| Legal & General Group Plc | 114,552 | $4.95M | 0.00% | +7,361+6.9% | Added |
| Charles Schwab Investment Management Inc | 102,261 | $4.42M | 0.00% | +2,895+2.9% | Added |
| Stifel Financial Corp | 81,858 | $3.54M | 0.00% | −20,103−19.7% | Reduced |
| Principal Financial Group Inc | 70,604 | $3.05M | 0.00% | −833−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 63,067 | $2.73M | 0.01% | +8,218+15.0% | Added |
| Dean Investment Associates, LLC | 54,629 | $2.36M | 0.34% | +13,421+32.6% | Added |
| Millennium Management LLC | 52,562 | $2.27M | 0.00% | −38,198−42.1% | Reduced |
| UBS Asset Management Americas Inc | 49,918 | $2.16M | 0.00% | −2,425−4.6% | Reduced |
| UBS Group AG | 48,365 | $2.09M | 0.00% | +9,238+23.6% | Added |
| WealthTrust Axiom LLC | 42,284 | $1.83M | 0.61% | +963+2.3% | Added |
| JPMorgan Chase & Co | 38,814 | $1.68M | 0.00% | −5,343−12.1% | Reduced |
| Bank of America Corp | 34,447 | $1.49M | 0.00% | +1,333+4.0% | Added |
| Rhumbline Advisers | 32,704 | $1.41M | 0.00% | +91+0.3% | Added |
| Alps Advisors Inc | 31,784 | $1.37M | 0.01% | +4,557+16.7% | Added |
| Nuveen Asset Management, LLC | 30,728 | $1.33M | 0.00% | +1,476+5.0% | Added |
| Public Sector Pension Investment Board | 26,391 | $1.14M | 0.01% | +10,674+67.9% | Added |
| Credit Suisse AG | 26,193 | $1.13M | 0.00% | +250+1.0% | Added |
| Swiss National Bank | 25,900 | $1.12M | 0.00% | −2,900−10.1% | Reduced |
| Barclays PLC | 25,897 | $1.12M | 0.00% | +14,338+124.0% | Added |
| Great West Life Assurance Co | 24,900 | $1.08M | 0.00% | +1,151+4.8% | Added |
| New York State Teachers Retirement System | 24,675 | $1.07M | 0.00% | −700−2.8% | Reduced |
| FMR LLC | 23,766 | $1.03M | 0.00% | −1,864−7.3% | Reduced |
| Cannell Peter B & Co Inc | 22,983 | $994.0K | 0.03% | −3,300−12.6% | Reduced |
| Altfest L J & Co Inc | 22,449 | $971.0K | 0.14% | 00.0% | Unchanged |
| Wells Fargo & Company | 20,384 | $881.6K | 0.00% | −168−0.8% | Reduced |
| Asset Management One Co.,Ltd. | 19,332 | $853.9K | 0.00% | −173−0.9% | Reduced |
| Legato Capital Management LLC | 18,493 | $799.8K | 0.10% | +1,860+11.2% | Added |
| Dean Capital Management | 18,493 | $799.8K | 0.49% | +1,860+11.2% | Added |
| Public Employees Retirement System of Ohio | 18,262 | $789.8K | 0.00% | +17+0.1% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $735.3K | 0.05% | 00.0% | Unchanged |
| Martingale Asset Management L P | 16,460 | $711.9K | 0.01% | −90−0.5% | Reduced |
| Price T Rowe Associates Inc | 15,261 | $661.0K | 0.00% | +4,292+39.1% | Added |
| Prudential Financial Inc | 14,963 | $647.1K | 0.00% | +20+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,916 | $645.1K | 0.00% | +413+2.8% | Added |
| Penserra Capital Management LLC | 14,896 | $644.0K | 0.01% | +14,896 | New |
| Nomura Asset Management Co Ltd | 14,190 | $613.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,092 | $609.5K | 0.00% | +7,732+121.6% | Added |
| Alliancebernstein L.P. | 13,950 | $603.3K | 0.00% | +462+3.4% | Added |
| State of Alaska, Department of Revenue | 13,872 | $599.0K | 0.01% | −131−0.9% | Reduced |
| California State Teachers Retirement System | 13,808 | $597.2K | 0.00% | −625−4.3% | Reduced |
| Standard Life Aberdeen plc | 13,670 | $591.2K | 0.00% | +13,670 | New |
| Exchange Traded Concepts, LLC | 12,614 | $545.6K | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 12,334 | $533.4K | 0.00% | −121−1.0% | Reduced |
| Citigroup Inc | 12,053 | $521.3K | 0.00% | +840+7.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,964 | $517.4K | 0.00% | −415−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 11,605 | $501.9K | 0.00% | −4,704−28.8% | Reduced |
| Thrivent Financial for Lutherans | 11,332 | $490.0K | 0.00% | −301−2.6% | Reduced |
| Deutsche Bank AG | 11,050 | $477.9K | 0.00% | +22+0.2% | Added |
| Goldman Sachs Group Inc | 10,384 | $449.1K | 0.00% | −15,150−59.3% | Reduced |
| Rothschild Investment LLC | 9,445 | $408.5K | 0.03% | +9,445 | New |
| New York State Common Retirement Fund | 8,017 | $346.7K | 0.00% | +12+0.1% | Added |
| Tocqueville Asset Management L.P. | 7,900 | $341.7K | 0.01% | −2,000−20.2% | Reduced |
| LPL Financial LLC | 7,750 | $335.2K | 0.00% | +70+0.9% | Added |
| Amundi | 7,921 | $329.2K | 0.00% | +143+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $327.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,394 | $319.0K | 0.00% | +2,268+44.2% | Added |
| State of Wisconsin Investment Board | 7,244 | $313.3K | 0.00% | −254−3.4% | Reduced |
| State of Tennessee, Treasury Department | 7,222 | $312.4K | 0.00% | +359+5.2% | Added |
| Illinois Municipal Retirement Fund | 7,022 | $304.0K | 0.01% | −624−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,025 | $303.8K | 0.00% | −234−3.2% | Reduced |
| Belpointe Asset Management LLC | 7,000 | $302.8K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 7,000 | $302.8K | 0.17% | 00.0% | Unchanged |
| American International Group, Inc. | 6,997 | $302.6K | 0.00% | −57−0.8% | Reduced |
| HSBC Holdings PLC | 6,978 | $301.8K | 0.00% | +1,090+18.5% | Added |
| Campbell & CO Investment Adviser LLC | 6,915 | $299.1K | 0.03% | +6,915 | New |
| Gsa Capital Partners LLP | 6,828 | $295.0K | 0.02% | −2,317−25.3% | Reduced |
| MetLife Investment Management | 6,628 | $286.7K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,489 | $280.7K | 0.01% | +6,489 | New |
| Susquehanna International Group, LLP | 6,414 | $277.4K | 0.00% | +1,444+29.1% | Added |
| Louisiana State Employees Retirement System | 6,400 | $276.8K | 0.01% | −100−1.5% | Reduced |
| Crestwood Advisors Group LLC | 6,318 | $273.3K | 0.01% | −342−5.1% | Reduced |
| Janus Henderson Group PLC | 5,992 | $259.3K | 0.00% | −7−0.1% | Reduced |
| Los Angeles Capital Management LLC | 5,927 | $256.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,864 | $253.6K | 0.00% | −4,272−42.1% | Reduced |
| Allianz Asset Management GmbH | 5,600 | $242.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,518 | $239.0K | 0.00% | −302−5.2% | Reduced |
| Lincoln National Corp | 5,277 | $228.2K | 0.00% | −317−5.7% | Reduced |
| Yousif Capital Management, LLC | 5,274 | $228.1K | 0.00% | +65+1.2% | Added |
| Manufacturers Life Insurance Company, The | 5,271 | $228.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,187 | $224.3K | 0.00% | −1,799−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,178 | $223.9K | 0.00% | +2,051+65.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,075 | $219.5K | 0.00% | −3,426−40.3% | Reduced |
| HRT Financial LP | 5,024 | $217.0K | 0.00% | +5,024 | New |
| HighTower Advisors, LLC | 4,895 | $215.0K | 0.00% | −33−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $210.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,684 | $202.6K | 0.00% | +4,684 | New |
| Nisa Investment Advisors, LLC | 4,495 | $194.4K | 0.00% | −929−17.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,152 | $180.0K | 0.00% | 00.0% | Unchanged |