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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 13,104 | $481.0K | 0.00% | −704−5.1% | Reduced |
| UBS Asset Management Americas Inc | 13,169 | $483.4K | 0.00% | −36,749−73.6% | Reduced |
| Martingale Asset Management L P | 13,360 | $490.4K | 0.01% | −3,100−18.8% | Reduced |
| Legato Capital Management LLC | 13,439 | $493.3K | 0.06% | −5,054−27.3% | Reduced |
| Dean Capital Management | 13,439 | $493.3K | 0.29% | −5,054−27.3% | Reduced |
| State of Alaska, Department of Revenue | 13,827 | $506.0K | 0.01% | −45−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 14,190 | $520.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,463 | $530.9K | 0.00% | −500−3.3% | Reduced |
| Goldman Sachs Group Inc | 14,811 | $543.7K | 0.00% | +4,427+42.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,916 | $547.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 15,826 | $581.0K | 0.03% | +15,826 | New |
| D. E. Shaw & Co., Inc. | 16,447 | $603.8K | 0.00% | +16,447 | New |
| Penserra Capital Management LLC | 16,984 | $623.0K | 0.01% | +2,088+14.0% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $624.1K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 17,154 | $629.7K | 0.01% | +17,154 | New |
| Public Employees Retirement System of Ohio | 18,158 | $666.6K | 0.00% | −104−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 18,168 | $666.9K | 0.00% | −1,164−6.0% | Reduced |
| Price T Rowe Associates Inc | 19,751 | $726.0K | 0.00% | +4,490+29.4% | Added |
| Wells Fargo & Company | 20,028 | $735.3K | 0.00% | −356−1.7% | Reduced |
| Nebula Research & Development LLC | 20,612 | $756.7K | 0.16% | +20,612 | New |
| Credit Suisse AG | 21,894 | $803.7K | 0.00% | −4,299−16.4% | Reduced |
| Altfest L J & Co Inc | 22,449 | $824.0K | 0.12% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 22,983 | $843.7K | 0.02% | +22,983 | New |
| New York State Teachers Retirement System | 24,575 | $902.0K | 0.00% | −100−0.4% | Reduced |
| Citigroup Inc | 24,996 | $917.6K | 0.00% | +12,943+107.4% | Added |
| Great West Life Assurance Co | 25,236 | $926.0K | 0.00% | +336+1.3% | Added |
| Susquehanna International Group, LLP | 25,687 | $943.0K | 0.00% | +19,273+300.5% | Added |
| Swiss National Bank | 25,900 | $950.8K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 26,391 | $968.8K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 27,701 | $1.02M | 0.01% | +22,677+451.4% | Added |
| Nuveen Asset Management, LLC | 30,728 | $1.13M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 31,115 | $1.14M | 0.00% | +17,023+120.8% | Added |
| Alps Advisors Inc | 31,525 | $1.16M | 0.01% | −259−0.8% | Reduced |
| Rhumbline Advisers | 32,356 | $1.19M | 0.00% | −348−1.1% | Reduced |
| Legal & General Group Plc | 34,765 | $1.28M | 0.00% | −79,787−69.7% | Reduced |
| Bank of America Corp | 35,000 | $1.28M | 0.00% | +553+1.6% | Added |
| UBS Group AG | 37,585 | $1.38M | 0.00% | −10,780−22.3% | Reduced |
| Dean Investment Associates, LLC | 39,257 | $1.44M | 0.20% | −15,372−28.1% | Reduced |
| WealthTrust Axiom LLC | 42,785 | $1.57M | 0.51% | +501+1.2% | Added |
| JPMorgan Chase & Co | 54,887 | $2.01M | 0.00% | +16,073+41.4% | Added |
| State of New Jersey Common Pension Fund D | 68,571 | $2.52M | 0.01% | +5,504+8.7% | Added |
| Principal Financial Group Inc | 69,295 | $2.54M | 0.00% | −1,309−1.9% | Reduced |
| Stifel Financial Corp | 70,165 | $2.58M | 0.00% | −11,693−14.3% | Reduced |
| Millennium Management LLC | 85,849 | $3.15M | 0.00% | +33,287+63.3% | Added |
| Charles Schwab Investment Management Inc | 104,391 | $3.83M | 0.00% | +2,130+2.1% | Added |
| Invesco Ltd. | 112,847 | $4.14M | 0.00% | −6,985−5.8% | Reduced |
| Ameriprise Financial Inc | 132,961 | $4.88M | 0.00% | +752+0.6% | Added |
| Northern Trust Corp | 134,929 | $4.95M | 0.00% | −9,549−6.6% | Reduced |
| Morgan Stanley | 150,640 | $5.53M | 0.00% | +13,961+10.2% | Added |
| Dimensional Fund Advisors LP | 188,299 | $6.91M | 0.00% | +3,279+1.8% | Added |
| ProShare Advisors LLC | 196,420 | $7.21M | 0.02% | +11,824+6.4% | Added |
| Bank of New York Mellon Corp | 237,113 | $8.70M | 0.00% | −10,131−4.1% | Reduced |
| Renaissance Technologies LLC | 261,010 | $9.58M | 0.02% | −1,700−0.6% | Reduced |
| Geode Capital Management, LLC | 318,117 | $11.7M | 0.00% | +6,486+2.1% | Added |
| State Street Corp | 597,113 | $21.9M | 0.00% | −241,516−28.8% | Reduced |
| BlackRock Inc. | 2,101,785 | $77.2M | 0.00% | −278,019−11.7% | Reduced |
| Vanguard Group Inc | 2,184,928 | $80.2M | 0.00% | −58,046−2.6% | Reduced |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −12,614−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −6,489−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,271−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,271−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,921−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |