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, 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 | $377.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| GAMMA Investing LLC | 8 | $318 | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 9 | $389 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $433 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $519 | 0.00% | −10−45.5% | Reduced |
| Sound Income Strategies, LLC | 17 | $735 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 24 | $1.04K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 53 | $2.29K | 0.00% | +53 | New |
| LGT Financial Advisors LLC | 60 | $2.60K | 0.00% | −23−27.7% | Reduced |
| Advisory Services Network, LLC | 66 | $2.85K | 0.00% | +66 | New |
| Lindbrook Capital, LLC | 67 | $2.90K | 0.00% | +29+76.3% | Added |
| Fifth Third Bancorp | 69 | $2.98K | 0.00% | +69 | New |
| Massmutual Trust Co FSB | 80 | $3.46K | 0.00% | +50+166.7% | Added |
| Fortitude Family Office, LLC | 103 | $4.46K | 0.00% | +103 | New |
| GWM Advisors LLC | 121 | $5.23K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 142 | $6.14K | 0.00% | +90+173.1% | Added |
| PSI Advisors, LLC | 154 | $6.66K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $8.00K | 0.00% | −150−42.9% | Reduced |
| Gould Capital, LLC | 200 | $8.65K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $10.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 259 | $11.2K | 0.00% | −98−27.5% | Reduced |
| Allworth Financial LP | 324 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 382 | $16.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 436 | $18.9K | 0.00% | −1,163−72.7% | Reduced |
| Highlander Capital Management, LLC | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $23.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 566 | $24.5K | 0.00% | −22−3.7% | Reduced |
| KBC Group NV | 652 | $28.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 668 | $28.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $37.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 894 | $38.0K | 0.00% | +894 | New |
| State of Wyoming | 929 | $40.2K | 0.01% | −614−39.8% | Reduced |
| Metropolitan Life Insurance Co | 1,077 | $46.6K | 0.00% | −158−12.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $56.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,333 | $57.7K | 0.00% | +220+19.8% | Added |
| Van Eck Associates Corp | 1,803 | $78.0K | 0.00% | +296+19.6% | Added |
| M&R Capital Management Inc | 1,933 | $83.6K | 0.02% | +3+0.2% | Added |
| Qube Research & Technologies Ltd | 2,410 | $104.2K | 0.00% | −5,336−68.9% | Reduced |
| Bessemer Group Inc | 2,437 | $106.0K | 0.00% | +2,350+2,701.1% | Added |
| STRS Ohio | 2,700 | $116.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,921 | $129.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,271 | $141.0K | 0.00% | −6,440−66.3% | Reduced |
| CWM, LLC | 3,261 | $141.0K | 0.00% | −58−1.7% | Reduced |
| Denali Advisors LLC | 3,400 | $147.1K | 0.04% | −2,200−39.3% | Reduced |
| Quest Partners LLC | 3,571 | $154.4K | 0.03% | +3,571 | New |
| UniSuper Management Pty Ltd | 3,600 | $155.7K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,703 | $160.2K | 0.00% | −100−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,717 | $160.8K | 0.00% | −2,136−36.5% | Reduced |
| Daiwa Securities Group Inc. | 3,844 | $166.0K | 0.00% | −229−5.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $179.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 4,150 | $179.5K | 0.00% | +1,303+45.8% | Added |
| Teachers Retirement System of the State of Kentucky | 4,152 | $180.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,495 | $194.4K | 0.00% | −929−17.1% | Reduced |
| Maryland State Retirement & Pension System | 4,684 | $202.6K | 0.00% | +4,684 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,857 | $210.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,895 | $215.0K | 0.00% | −33−0.7% | Reduced |
| HRT Financial LP | 5,024 | $217.0K | 0.00% | +5,024 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,075 | $219.5K | 0.00% | −3,426−40.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,178 | $223.9K | 0.00% | +2,051+65.6% | Added |
| Captrust Financial Advisors | 5,187 | $224.3K | 0.00% | −1,799−25.8% | Reduced |
| Manufacturers Life Insurance Company, The | 5,271 | $228.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,274 | $228.1K | 0.00% | +65+1.2% | Added |
| Lincoln National Corp | 5,277 | $228.2K | 0.00% | −317−5.7% | Reduced |
| Amalgamated Bank | 5,518 | $239.0K | 0.00% | −302−5.2% | Reduced |
| Allianz Asset Management GmbH | 5,600 | $242.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,864 | $253.6K | 0.00% | −4,272−42.1% | Reduced |
| Los Angeles Capital Management LLC | 5,927 | $256.3K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,992 | $259.3K | 0.00% | −7−0.1% | Reduced |
| Crestwood Advisors Group LLC | 6,318 | $273.3K | 0.01% | −342−5.1% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $276.8K | 0.01% | −100−1.5% | Reduced |
| Susquehanna International Group, LLP | 6,414 | $277.4K | 0.00% | +1,444+29.1% | Added |
| Stratos Wealth Partners, LTD. | 6,489 | $280.7K | 0.01% | +6,489 | New |
| MetLife Investment Management | 6,628 | $286.7K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,828 | $295.0K | 0.02% | −2,317−25.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,915 | $299.1K | 0.03% | +6,915 | New |
| HSBC Holdings PLC | 6,978 | $301.8K | 0.00% | +1,090+18.5% | Added |
| American International Group, Inc. | 6,997 | $302.6K | 0.00% | −57−0.8% | 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 |
| The PNC Financial Services Group, Inc. | 7,025 | $303.8K | 0.00% | −234−3.2% | Reduced |
| Illinois Municipal Retirement Fund | 7,022 | $304.0K | 0.01% | −624−8.2% | Reduced |
| State of Tennessee, Treasury Department | 7,222 | $312.4K | 0.00% | +359+5.2% | Added |
| State of Wisconsin Investment Board | 7,244 | $313.3K | 0.00% | −254−3.4% | Reduced |
| Royal Bank of Canada | 7,394 | $319.0K | 0.00% | +2,268+44.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $327.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,921 | $329.2K | 0.00% | +143+1.8% | Added |
| LPL Financial LLC | 7,750 | $335.2K | 0.00% | +70+0.9% | Added |
| Tocqueville Asset Management L.P. | 7,900 | $341.7K | 0.01% | −2,000−20.2% | Reduced |
| New York State Common Retirement Fund | 8,017 | $346.7K | 0.00% | +12+0.1% | Added |
| Rothschild Investment LLC | 9,445 | $408.5K | 0.03% | +9,445 | New |
| Goldman Sachs Group Inc | 10,384 | $449.1K | 0.00% | −15,150−59.3% | Reduced |
| Deutsche Bank AG | 11,050 | $477.9K | 0.00% | +22+0.2% | Added |
| Thrivent Financial for Lutherans | 11,332 | $490.0K | 0.00% | −301−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 11,605 | $501.9K | 0.00% | −4,704−28.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,964 | $517.4K | 0.00% | −415−3.4% | Reduced |
| Citigroup Inc | 12,053 | $521.3K | 0.00% | +840+7.5% | Added |
| Texas Permanent School Fund | 12,334 | $533.4K | 0.00% | −121−1.0% | Reduced |
| Exchange Traded Concepts, LLC | 12,614 | $545.6K | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 13,670 | $591.2K | 0.00% | +13,670 | New |