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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 13,808 | $597.2K | 0.00% | −625−4.3% | Reduced |
| State of Alaska, Department of Revenue | 13,872 | $599.0K | 0.01% | −131−0.9% | Reduced |
| Alliancebernstein L.P. | 13,950 | $603.3K | 0.00% | +462+3.4% | Added |
| Jane Street Group, LLC | 14,092 | $609.5K | 0.00% | +7,732+121.6% | Added |
| Nomura Asset Management Co Ltd | 14,190 | $613.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 14,896 | $644.0K | 0.01% | +14,896 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,916 | $645.1K | 0.00% | +413+2.8% | Added |
| Prudential Financial Inc | 14,963 | $647.1K | 0.00% | +20+0.1% | Added |
| Price T Rowe Associates Inc | 15,261 | $661.0K | 0.00% | +4,292+39.1% | Added |
| Martingale Asset Management L P | 16,460 | $711.9K | 0.01% | −90−0.5% | Reduced |
| Wilkinson Global Asset Management LLC | 17,000 | $735.3K | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 18,262 | $789.8K | 0.00% | +17+0.1% | Added |
| 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 |
| Asset Management One Co.,Ltd. | 19,332 | $853.9K | 0.00% | −173−0.9% | Reduced |
| Wells Fargo & Company | 20,384 | $881.6K | 0.00% | −168−0.8% | Reduced |
| Altfest L J & Co Inc | 22,449 | $971.0K | 0.14% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 22,983 | $994.0K | 0.03% | −3,300−12.6% | Reduced |
| FMR LLC | 23,766 | $1.03M | 0.00% | −1,864−7.3% | Reduced |
| New York State Teachers Retirement System | 24,675 | $1.07M | 0.00% | −700−2.8% | Reduced |
| Great West Life Assurance Co | 24,900 | $1.08M | 0.00% | +1,151+4.8% | Added |
| Barclays PLC | 25,897 | $1.12M | 0.00% | +14,338+124.0% | Added |
| Swiss National Bank | 25,900 | $1.12M | 0.00% | −2,900−10.1% | Reduced |
| Credit Suisse AG | 26,193 | $1.13M | 0.00% | +250+1.0% | Added |
| Public Sector Pension Investment Board | 26,391 | $1.14M | 0.01% | +10,674+67.9% | Added |
| Nuveen Asset Management, LLC | 30,728 | $1.33M | 0.00% | +1,476+5.0% | Added |
| Alps Advisors Inc | 31,784 | $1.37M | 0.01% | +4,557+16.7% | Added |
| Rhumbline Advisers | 32,704 | $1.41M | 0.00% | +91+0.3% | Added |
| Bank of America Corp | 34,447 | $1.49M | 0.00% | +1,333+4.0% | Added |
| JPMorgan Chase & Co | 38,814 | $1.68M | 0.00% | −5,343−12.1% | Reduced |
| WealthTrust Axiom LLC | 42,284 | $1.83M | 0.61% | +963+2.3% | Added |
| UBS Group AG | 48,365 | $2.09M | 0.00% | +9,238+23.6% | Added |
| UBS Asset Management Americas Inc | 49,918 | $2.16M | 0.00% | −2,425−4.6% | Reduced |
| Millennium Management LLC | 52,562 | $2.27M | 0.00% | −38,198−42.1% | Reduced |
| Dean Investment Associates, LLC | 54,629 | $2.36M | 0.34% | +13,421+32.6% | Added |
| State of New Jersey Common Pension Fund D | 63,067 | $2.73M | 0.01% | +8,218+15.0% | Added |
| Principal Financial Group Inc | 70,604 | $3.05M | 0.00% | −833−1.2% | Reduced |
| Stifel Financial Corp | 81,858 | $3.54M | 0.00% | −20,103−19.7% | Reduced |
| Charles Schwab Investment Management Inc | 102,261 | $4.42M | 0.00% | +2,895+2.9% | Added |
| Legal & General Group Plc | 114,552 | $4.95M | 0.00% | +7,361+6.9% | Added |
| Invesco Ltd. | 119,832 | $5.18M | 0.00% | +2,931+2.5% | Added |
| Ameriprise Financial Inc | 132,209 | $5.72M | 0.00% | +87,790+197.6% | Added |
| Morgan Stanley | 136,679 | $5.91M | 0.00% | +31,300+29.7% | Added |
| Northern Trust Corp | 144,478 | $6.25M | 0.00% | −8,749−5.7% | Reduced |
| ProShare Advisors LLC | 184,596 | $7.98M | 0.02% | +8,863+5.0% | Added |
| Dimensional Fund Advisors LP | 185,020 | $8.00M | 0.00% | −10,876−5.6% | Reduced |
| Bank of New York Mellon Corp | 247,244 | $10.7M | 0.00% | −39,907−13.9% | Reduced |
| Renaissance Technologies LLC | 262,710 | $11.4M | 0.02% | +3,800+1.5% | Added |
| Geode Capital Management, LLC | 311,631 | $13.5M | 0.00% | +14,471+4.9% | Added |
| State Street Corp | 838,629 | $36.3M | 0.00% | +19,026+2.3% | Added |
| Vanguard Group Inc | 2,242,974 | $97.0M | 0.00% | +12,376+0.6% | Added |
| BlackRock Inc. | 2,379,804 | $102.9M | 0.00% | +65,694+2.8% | Added |
| Norges Bank | 0 | $0 | 0.00% | −24,170−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,583−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,427−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,930−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,520−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −7,223−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −7,214−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,095−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −5,839−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Goodwin Daniel L | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |