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, Q1 2024
Institutional positions in Universal Health Realty Income Trust as of Mar 31, 2024. 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
- 157
- +6 vs. Q4 2023
- Shares held
- 8.35M
- −555.5K (−6.2%) vs. Q4 2023
- Total value
- $306.7M
- −$78.6M (−20.4%) vs. Q4 2023
- New holders
- 33
- 43 more added
- Sold out
- 27
- 52 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $73 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 4 | $142 | 0.00% | +3+300.0% | Added |
| Parkside Financial Bank & Trust | 6 | $221 | 0.00% | +6 | New |
| Farmers & Merchants Investments Inc | 9 | $330 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $368 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $540 | 0.00% | +15 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 15 | $551 | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 17 | $624 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $661 | 0.00% | −35−66.0% | Reduced |
| Russell Investments Group, Ltd. | 23 | $844 | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 30 | $1.10K | 0.00% | −50−62.5% | Reduced |
| Fifth Third Bancorp | 73 | $2.68K | 0.00% | +4+5.8% | Added |
| Lindbrook Capital, LLC | 74 | $2.72K | 0.00% | +7+10.4% | Added |
| Gen-Wealth Partners Inc | 80 | $2.94K | 0.00% | +80 | New |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | +100 | New |
| GAMMA Investing LLC | 99 | $3.63K | 0.00% | +91+1,137.5% | Added |
| Amundi | 135 | $4.41K | 0.00% | −7,786−98.3% | Reduced |
| GWM Advisors LLC | 121 | $4.44K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 135 | $4.96K | 0.00% | −124−47.9% | Reduced |
| Quarry LP | 154 | $5.65K | 0.00% | +154 | New |
| PSI Advisors, LLC | 154 | $5.65K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.34K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 218 | $8.00K | 0.00% | +218 | New |
| Sandy Spring Bank | 242 | $8.88K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 303 | $11.1K | 0.00% | +161+113.4% | Added |
| Allworth Financial LP | 324 | $11.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 370 | $13.6K | 0.02% | +310+516.7% | Added |
| Newbridge Financial Services Group, Inc. | 382 | $14.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 436 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 447 | $16.4K | 0.00% | −4,731−91.4% | Reduced |
| Rise Advisors, LLC | 497 | $18.2K | 0.01% | +497 | New |
| Highlander Capital Management, LLC | 500 | $18.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $20.2K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 652 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 668 | $24.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 750 | $27.5K | 0.00% | +738+6,150.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $29.4K | 0.00% | −500−38.5% | Reduced |
| Trust Co of Vermont | 870 | $31.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 896 | $32.9K | 0.00% | +896 | New |
| Catalyst Funds Management Pty Ltd | 1,000 | $36.7K | 0.01% | +1,000 | New |
| Metropolitan Life Insurance Co | 1,080 | $39.6K | 0.00% | +3+0.3% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $48.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,400 | $51.4K | 0.00% | +1,400 | New |
| Quantbot Technologies LP | 1,422 | $52.2K | 0.00% | +1,422 | New |
| M&R Capital Management Inc | 1,976 | $72.5K | 0.02% | +43+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $88.9K | 0.00% | −2,434−50.1% | Reduced |
| STRS Ohio | 2,500 | $91.0K | 0.00% | −200−7.4% | Reduced |
| Quadrant Capital Group LLC | 2,704 | $99.3K | 0.01% | +2,138+377.7% | Added |
| Advisor Group Holdings, Inc. | 3,360 | $123.4K | 0.00% | −357−9.6% | Reduced |
| Oregon Public Employees Retirement Fund | 3,403 | $124.9K | 0.00% | −300−8.1% | Reduced |
| CWM, LLC | 3,634 | $133.0K | 0.00% | +373+11.4% | Added |
| Royal Bank of Canada | 3,702 | $136.0K | 0.00% | −3,692−49.9% | Reduced |
| Daiwa Securities Group Inc. | 3,844 | $141.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,123 | $151.0K | 0.00% | −1,395−25.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $152.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $153.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,238 | $155.6K | 0.04% | +4,238 | New |
| Nisa Investment Advisors, LLC | 4,505 | $165.4K | 0.00% | +10+0.2% | Added |
| Resona Asset Management Co.,Ltd. | 5,110 | $187.6K | 0.00% | +5,110 | New |
| Qube Research & Technologies Ltd | 5,132 | $188.4K | 0.00% | +2,722+112.9% | Added |
| Denali Advisors LLC | 5,400 | $198.2K | 0.06% | +2,000+58.8% | Added |
| Allianz Asset Management GmbH | 5,600 | $205.6K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,626 | $206.5K | 0.04% | +5,626 | New |
| HSBC Holdings PLC | 5,629 | $206.6K | 0.00% | −1,349−19.3% | Reduced |
| State Board of Administration of Florida Retirement System | 4,297 | $206.7K | 0.00% | +4,297 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,906 | $216.8K | 0.00% | +5,906 | New |
| Janus Henderson Group PLC | 5,993 | $219.8K | 0.00% | +10.0% | Added |
| Squarepoint Ops LLC | 6,261 | $229.8K | 0.00% | +6,261 | New |
| Louisiana State Employees Retirement System | 6,300 | $231.3K | 0.00% | −100−1.6% | Reduced |
| Quest Partners LLC | 6,351 | $233.1K | 0.04% | +2,780+77.8% | Added |
| State of Tennessee, Treasury Department | 6,373 | $234.0K | 0.00% | −849−11.8% | Reduced |
| Quadrature Capital Ltd | 6,392 | $234.5K | 0.00% | +6,392 | New |
| MetLife Investment Management | 6,628 | $243.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,691 | $245.6K | 0.01% | +6,691 | New |
| American International Group, Inc. | 6,934 | $254.5K | 0.00% | −63−0.9% | Reduced |
| Los Angeles Capital Management LLC | 7,137 | $262.0K | 0.00% | +1,210+20.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,286 | $267.5K | 0.02% | +7,286 | New |
| The PNC Financial Services Group, Inc. | 7,351 | $269.9K | 0.00% | +326+4.6% | Added |
| Illinois Municipal Retirement Fund | 7,404 | $272.0K | 0.00% | +382+5.4% | Added |
| Gsa Capital Partners LLP | 7,540 | $277.0K | 0.02% | +712+10.4% | Added |
| Tocqueville Asset Management L.P. | 7,600 | $279.0K | 0.00% | −300−3.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $283.1K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 7,761 | $285.0K | 0.01% | +7,761 | New |
| LPL Financial LLC | 8,088 | $296.9K | 0.00% | +338+4.4% | Added |
| Deutsche Bank AG | 8,246 | $302.7K | 0.00% | −2,804−25.4% | Reduced |
| Alliancebernstein L.P. | 8,373 | $307.4K | 0.00% | −5,577−40.0% | Reduced |
| Rothschild Investment LLC | 8,645 | $317.4K | 0.02% | −800−8.5% | Reduced |
| Midwest Professional Planners, LTD. | 9,209 | $338.1K | 0.12% | +9,209 | New |
| Crestwood Advisors Group LLC | 9,650 | $354.3K | 0.01% | +3,332+52.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,990 | $366.7K | 0.00% | −1,974−16.5% | Reduced |
| Citadel Advisors LLC | 10,098 | $370.7K | 0.00% | +10,098 | New |
| Ieq Capital, LLC | 10,326 | $379.1K | 0.01% | +10,326 | New |
| Texas Permanent School Fund | 11,024 | $404.7K | 0.00% | −1,310−10.6% | Reduced |
| Thrivent Financial for Lutherans | 11,032 | $405.0K | 0.00% | −300−2.6% | Reduced |
| Standard Life Aberdeen plc | 11,258 | $413.3K | 0.00% | −2,412−17.6% | Reduced |
| FMR LLC | 11,444 | $420.1K | 0.00% | −12,322−51.8% | Reduced |
| Barclays PLC | 11,578 | $425.0K | 0.00% | −14,319−55.3% | Reduced |
| Tudor Investment Corp Et Al | 12,655 | $464.6K | 0.01% | +12,655 | New |
| BNP Paribas Arbitrage, SA | 13,067 | $479.7K | 0.00% | +1,462+12.6% | Added |
| New York State Common Retirement Fund | 13,083 | $480.3K | 0.00% | +5,066+63.2% | Added |