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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 4,238 | $155.6K | 0.04% | +4,238 | New |
| Teachers Retirement System of the State of Kentucky | 4,152 | $153.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $152.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 4,123 | $151.0K | 0.00% | −1,395−25.3% | Reduced |
| Daiwa Securities Group Inc. | 3,844 | $141.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,702 | $136.0K | 0.00% | −3,692−49.9% | Reduced |
| CWM, LLC | 3,634 | $133.0K | 0.00% | +373+11.4% | Added |
| Oregon Public Employees Retirement Fund | 3,403 | $124.9K | 0.00% | −300−8.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,360 | $123.4K | 0.00% | −357−9.6% | Reduced |
| Quadrant Capital Group LLC | 2,704 | $99.3K | 0.01% | +2,138+377.7% | Added |
| STRS Ohio | 2,500 | $91.0K | 0.00% | −200−7.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $88.9K | 0.00% | −2,434−50.1% | Reduced |
| M&R Capital Management Inc | 1,976 | $72.5K | 0.02% | +43+2.2% | Added |
| Quantbot Technologies LP | 1,422 | $52.2K | 0.00% | +1,422 | New |
| Point72 Asset Management, L.P. | 1,400 | $51.4K | 0.00% | +1,400 | New |
| Ameritas Investment Partners, Inc. | 1,333 | $48.9K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,080 | $39.6K | 0.00% | +3+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,000 | $36.7K | 0.01% | +1,000 | New |
| Point72 (DIFC) Ltd | 896 | $32.9K | 0.00% | +896 | New |
| Trust Co of Vermont | 870 | $31.9K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $29.4K | 0.00% | −500−38.5% | Reduced |
| Parallel Advisors, LLC | 750 | $27.5K | 0.00% | +738+6,150.0% | Added |
| Glen Eagle Advisors, LLC | 668 | $24.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 652 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 550 | $20.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $18.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 497 | $18.2K | 0.01% | +497 | New |
| Tower Research Capital LLC (TRC) | 447 | $16.4K | 0.00% | −4,731−91.4% | Reduced |
| Geneos Wealth Management Inc. | 436 | $16.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 382 | $14.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 370 | $13.6K | 0.02% | +310+516.7% | Added |
| Allworth Financial LP | 324 | $11.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 303 | $11.1K | 0.00% | +161+113.4% | Added |
| Sandy Spring Bank | 242 | $8.88K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 218 | $8.00K | 0.00% | +218 | New |
| Gould Capital, LLC | 200 | $7.34K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $5.65K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 154 | $5.65K | 0.00% | +154 | New |
| US Bancorp | 135 | $4.96K | 0.00% | −124−47.9% | Reduced |
| GWM Advisors LLC | 121 | $4.44K | 0.00% | 00.0% | Unchanged |
| Amundi | 135 | $4.41K | 0.00% | −7,786−98.3% | Reduced |
| GAMMA Investing LLC | 99 | $3.63K | 0.00% | +91+1,137.5% | Added |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Gen-Wealth Partners Inc | 80 | $2.94K | 0.00% | +80 | New |
| Lindbrook Capital, LLC | 74 | $2.72K | 0.00% | +7+10.4% | Added |
| Fifth Third Bancorp | 73 | $2.68K | 0.00% | +4+5.8% | Added |
| Massmutual Trust Co FSB | 30 | $1.10K | 0.00% | −50−62.5% | Reduced |
| Russell Investments Group, Ltd. | 23 | $844 | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 18 | $661 | 0.00% | −35−66.0% | Reduced |
| Sound Income Strategies, LLC | 17 | $624 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 15 | $551 | 0.00% | +15 | New |
| EverSource Wealth Advisors, LLC | 15 | $540 | 0.00% | +15 | New |
| Abound Wealth Management | 10 | $368 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $330 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $221 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 4 | $142 | 0.00% | +3+300.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $73 | 0.00% | +2 | New |
| 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 |