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, Q2 2024
Institutional positions in Universal Health Realty Income Trust as of Jun 30, 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
- 159
- +4 vs. Q1 2024
- Shares held
- 8.74M
- +412.6K (+5.0%) vs. Q1 2024
- Total value
- $342.1M
- +$36.2M (+11.8%) vs. Q1 2024
- New holders
- 27
- 60 more added
- Sold out
- 23
- 45 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Huntington National Bank | 7 | $274 | 0.00% | +7 | New |
| Umb Bank N A | 7 | $274 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 9 | $352 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $381 | 0.00% | +6+150.0% | Added |
| Abound Wealth Management | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16 | $626 | 0.00% | −7−30.4% | Reduced |
| Sound Income Strategies, LLC | 17 | $665 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $1.24K | 0.00% | +14+93.3% | Added |
| Private Wealth Management Group, LLC | 50 | $1.96K | 0.00% | +32+177.8% | Added |
| Bessemer Group Inc | 83 | $3.00K | 0.00% | +83 | New |
| Gen-Wealth Partners Inc | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 116 | $4.50K | 0.00% | +116 | New |
| GWM Advisors LLC | 121 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $5.83K | 0.00% | +76+104.1% | Added |
| PSI Advisors, LLC | 154 | $6.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $6.46K | 0.00% | +165 | New |
| Parallel Advisors, LLC | 170 | $6.65K | 0.00% | −580−77.3% | Reduced |
| Gould Capital, LLC | 200 | $7.83K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 207 | $8.10K | 0.00% | +108+109.1% | Added |
| Sandy Spring Bank | 242 | $9.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 250 | $9.79K | 0.00% | +250 | New |
| Creative Financial Designs Inc | 292 | $11.4K | 0.00% | +292 | New |
| LGT Financial Advisors LLC | 310 | $12.1K | 0.03% | −60−16.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 326 | $12.8K | 0.00% | +311+2,073.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 378 | $14.6K | 0.00% | +378 | New |
| Geneos Wealth Management Inc. | 436 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 458 | $17.9K | 0.00% | −92−16.7% | Reduced |
| Allworth Financial LP | 461 | $18.8K | 0.00% | +137+42.3% | Added |
| Point72 (DIFC) Ltd | 487 | $19.1K | 0.00% | −409−45.6% | Reduced |
| Rise Advisors, LLC | 517 | $20.2K | 0.01% | +20+4.0% | Added |
| US Bancorp | 524 | $20.5K | 0.00% | +389+288.1% | Added |
| Massmutual Trust Co FSB | 587 | $23.0K | 0.00% | +557+1,856.7% | Added |
| Glen Eagle Advisors, LLC | 638 | $25.0K | 0.00% | −30−4.5% | Reduced |
| Lindbrook Capital, LLC | 693 | $27.1K | 0.00% | +619+836.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $31.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 881 | $34.0K | 0.00% | +881 | New |
| Trust Co of Vermont | 870 | $34.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,136 | $44.5K | 0.01% | +1,136 | New |
| Ameritas Investment Partners, Inc. | 1,333 | $52.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,441 | $56.4K | 0.00% | +1,138+375.6% | Added |
| M&R Capital Management Inc | 1,557 | $60.9K | 0.01% | −419−21.2% | Reduced |
| Quantbot Technologies LP | 2,102 | $82.3K | 0.00% | +680+47.8% | Added |
| Point72 Asset Management, L.P. | 2,395 | $93.8K | 0.00% | +995+71.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $94.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $97.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,996 | $117.3K | 0.02% | −1,242−29.3% | Reduced |
| Oregon Public Employees Retirement Fund | 3,103 | $121.5K | 0.00% | −300−8.8% | Reduced |
| CWM, LLC | 3,406 | $133.0K | 0.00% | −228−6.3% | Reduced |
| Daiwa Securities Group Inc. | 3,844 | $150.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,881 | $152.0K | 0.00% | −242−5.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,991 | $156.2K | 0.00% | +631+18.8% | Added |
| Public Employees Retirement Association of Colorado | 4,133 | $162.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $163.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,259 | $166.0K | 0.00% | +557+15.0% | Added |
| Barclays PLC | 4,644 | $181.8K | 0.00% | −6,934−59.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,085 | $197.3K | 0.00% | −25−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,100 | $199.6K | 0.00% | −2,251−30.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,287 | $206.9K | 0.00% | +4,840+1,082.8% | Added |
| Denali Advisors LLC | 5,400 | $211.4K | 0.06% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,508 | $215.6K | 0.00% | +5,508 | New |
| Allianz Asset Management GmbH | 5,600 | $219.2K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 5,850 | $229.0K | 0.04% | −14,762−71.6% | Reduced |
| EntryPoint Capital, LLC | 5,899 | $230.9K | 0.11% | +5,899 | New |
| Janus Henderson Group PLC | 5,923 | $231.7K | 0.00% | −70−1.2% | Reduced |
| State of Tennessee, Treasury Department | 6,302 | $246.7K | 0.00% | −71−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 6,400 | $250.5K | 0.00% | −1,200−15.8% | Reduced |
| Louisiana State Employees Retirement System | 6,400 | $250.5K | 0.00% | +100+1.6% | Added |
| BNP Paribas Arbitrage, SA | 6,530 | $255.6K | 0.00% | −6,537−50.0% | Reduced |
| Artisan Partners Limited Partnership | 6,543 | $256.1K | 0.00% | +6,543 | New |
| Quadrant Capital Group LLC | 6,703 | $262.4K | 0.02% | +3,999+147.9% | Added |
| Susquehanna International Group, LLP | 6,838 | $267.6K | 0.00% | −18,849−73.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,885 | $269.5K | 0.00% | −519−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 7,024 | $274.9K | 0.02% | −262−3.6% | Reduced |
| Algert Global LLC | 7,065 | $276.5K | 0.01% | +7,065 | New |
| Nisa Investment Advisors, LLC | 7,409 | $290.0K | 0.00% | +2,904+64.5% | Added |
| Corebridge Financial, Inc. | 7,451 | $291.6K | 0.00% | +7,451 | New |
| Lazard Asset Management LLC | 7,682 | $299.0K | 0.00% | +7,682 | New |
| MetLife Investment Management | 7,704 | $301.5K | 0.00% | +1,076+16.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $301.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,645 | $338.4K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 9,456 | $370.1K | 0.00% | +9,456 | New |
| Crestwood Advisors Group LLC | 9,650 | $377.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,719 | $380.4K | 0.00% | +1,473+17.9% | Added |
| Midwest Professional Planners, LTD. | 9,754 | $381.8K | 0.13% | +545+5.9% | Added |
| Two Sigma Investments, LP | 9,877 | $386.6K | 0.00% | +9,877 | New |
| Panagora Asset Management Inc | 9,943 | $389.2K | 0.00% | +9,943 | New |
| Marshall Wace, LLP | 10,098 | $395.2K | 0.00% | +10,098 | New |
| Raymond James Financial Services Advisors, Inc. | 10,246 | $401.0K | 0.00% | +256+2.6% | Added |
| Arrowstreet Capital, Limited Partnership | 10,437 | $409.0K | 0.00% | +10,437 | New |
| Thrivent Financial for Lutherans | 10,559 | $413.0K | 0.00% | −473−4.3% | Reduced |
| New York State Common Retirement Fund | 11,009 | $430.9K | 0.00% | −2,074−15.9% | Reduced |
| LPL Financial LLC | 11,136 | $435.9K | 0.00% | +3,048+37.7% | Added |
| Standard Life Aberdeen plc | 11,258 | $440.6K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,472 | $449.0K | 0.01% | +1,146+11.1% | Added |
| Citigroup Inc | 12,191 | $477.2K | 0.00% | −12,805−51.2% | Reduced |
| Qube Research & Technologies Ltd | 12,245 | $479.3K | 0.00% | +7,113+138.6% | Added |
| California State Teachers Retirement System | 12,791 | $500.6K | 0.00% | −313−2.4% | Reduced |
| FMR LLC | 12,795 | $500.8K | 0.00% | +1,351+11.8% | Added |
| Quest Partners LLC | 13,357 | $522.8K | 0.07% | +7,006+110.3% | Added |