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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 4,150 | $179.5K | 0.00% | +1,303+45.8% | Added |
| Public Employees Retirement Association of Colorado | 4,133 | $179.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,844 | $166.0K | 0.00% | −229−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,717 | $160.8K | 0.00% | −2,136−36.5% | Reduced |
| Oregon Public Employees Retirement Fund | 3,703 | $160.2K | 0.00% | −100−2.6% | Reduced |
| UniSuper Management Pty Ltd | 3,600 | $155.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3,571 | $154.4K | 0.03% | +3,571 | New |
| Denali Advisors LLC | 3,400 | $147.1K | 0.04% | −2,200−39.3% | Reduced |
| 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 |
| DekaBank Deutsche Girozentrale | 2,921 | $129.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,700 | $116.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,437 | $106.0K | 0.00% | +2,350+2,701.1% | Added |
| Qube Research & Technologies Ltd | 2,410 | $104.2K | 0.00% | −5,336−68.9% | Reduced |
| M&R Capital Management Inc | 1,933 | $83.6K | 0.02% | +3+0.2% | Added |
| Van Eck Associates Corp | 1,803 | $78.0K | 0.00% | +296+19.6% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $57.7K | 0.00% | +220+19.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,300 | $56.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,077 | $46.6K | 0.00% | −158−12.8% | Reduced |
| State of Wyoming | 929 | $40.2K | 0.01% | −614−39.8% | Reduced |
| Lazard Asset Management LLC | 894 | $38.0K | 0.00% | +894 | New |
| Trust Co of Vermont | 870 | $37.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 668 | $28.9K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 652 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 566 | $24.5K | 0.00% | −22−3.7% | Reduced |
| Harbour Investments, Inc. | 550 | $23.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $21.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 436 | $18.9K | 0.00% | −1,163−72.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 382 | $16.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 324 | $14.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 259 | $11.2K | 0.00% | −98−27.5% | Reduced |
| Sandy Spring Bank | 242 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $8.65K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $8.00K | 0.00% | −150−42.9% | Reduced |
| PSI Advisors, LLC | 154 | $6.66K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 142 | $6.14K | 0.00% | +90+173.1% | Added |
| GWM Advisors LLC | 121 | $5.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $4.46K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 80 | $3.46K | 0.00% | +50+166.7% | Added |
| Fifth Third Bancorp | 69 | $2.98K | 0.00% | +69 | New |
| Lindbrook Capital, LLC | 67 | $2.90K | 0.00% | +29+76.3% | Added |
| Advisory Services Network, LLC | 66 | $2.85K | 0.00% | +66 | New |
| LGT Financial Advisors LLC | 60 | $2.60K | 0.00% | −23−27.7% | Reduced |
| Private Wealth Management Group, LLC | 53 | $2.29K | 0.00% | +53 | New |
| Pineridge Advisors LLC | 24 | $1.04K | 0.00% | +24 | New |
| Sound Income Strategies, LLC | 17 | $735 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $519 | 0.00% | −10−45.5% | Reduced |
| Abound Wealth Management | 10 | $433 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $389 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8 | $318 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| 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 |