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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5,100 | $199.6K | 0.00% | −2,251−30.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,085 | $197.3K | 0.00% | −25−0.5% | Reduced |
| Barclays PLC | 4,644 | $181.8K | 0.00% | −6,934−59.9% | Reduced |
| Royal Bank of Canada | 4,259 | $166.0K | 0.00% | +557+15.0% | Added |
| Teachers Retirement System of the State of Kentucky | 4,152 | $163.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $162.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,991 | $156.2K | 0.00% | +631+18.8% | Added |
| Amalgamated Bank | 3,881 | $152.0K | 0.00% | −242−5.9% | Reduced |
| Daiwa Securities Group Inc. | 3,844 | $150.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,406 | $133.0K | 0.00% | −228−6.3% | Reduced |
| Oregon Public Employees Retirement Fund | 3,103 | $121.5K | 0.00% | −300−8.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,996 | $117.3K | 0.02% | −1,242−29.3% | Reduced |
| STRS Ohio | 2,500 | $97.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $94.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,395 | $93.8K | 0.00% | +995+71.1% | Added |
| Quantbot Technologies LP | 2,102 | $82.3K | 0.00% | +680+47.8% | Added |
| M&R Capital Management Inc | 1,557 | $60.9K | 0.01% | −419−21.2% | Reduced |
| Signaturefd, LLC | 1,441 | $56.4K | 0.00% | +1,138+375.6% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $52.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,136 | $44.5K | 0.01% | +1,136 | New |
| Trust Co of Vermont | 870 | $34.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 881 | $34.0K | 0.00% | +881 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $31.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 693 | $27.1K | 0.00% | +619+836.5% | Added |
| Glen Eagle Advisors, LLC | 638 | $25.0K | 0.00% | −30−4.5% | Reduced |
| Massmutual Trust Co FSB | 587 | $23.0K | 0.00% | +557+1,856.7% | Added |
| US Bancorp | 524 | $20.5K | 0.00% | +389+288.1% | Added |
| Rise Advisors, LLC | 517 | $20.2K | 0.01% | +20+4.0% | Added |
| Point72 (DIFC) Ltd | 487 | $19.1K | 0.00% | −409−45.6% | Reduced |
| Allworth Financial LP | 461 | $18.8K | 0.00% | +137+42.3% | Added |
| Harbour Investments, Inc. | 458 | $17.9K | 0.00% | −92−16.7% | Reduced |
| Geneos Wealth Management Inc. | 436 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 378 | $14.6K | 0.00% | +378 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 326 | $12.8K | 0.00% | +311+2,073.3% | Added |
| LGT Financial Advisors LLC | 310 | $12.1K | 0.03% | −60−16.2% | Reduced |
| Creative Financial Designs Inc | 292 | $11.4K | 0.00% | +292 | New |
| Larson Financial Group LLC | 250 | $9.79K | 0.00% | +250 | New |
| Sandy Spring Bank | 242 | $9.47K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 207 | $8.10K | 0.00% | +108+109.1% | Added |
| Gould Capital, LLC | 200 | $7.83K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $6.65K | 0.00% | −580−77.3% | Reduced |
| SRS Capital Advisors, Inc. | 165 | $6.46K | 0.00% | +165 | New |
| PSI Advisors, LLC | 154 | $6.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $5.83K | 0.00% | +76+104.1% | Added |
| GWM Advisors LLC | 121 | $4.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 116 | $4.50K | 0.00% | +116 | New |
| Gen-Wealth Partners Inc | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 83 | $3.00K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 50 | $1.96K | 0.00% | +32+177.8% | Added |
| EverSource Wealth Advisors, LLC | 29 | $1.24K | 0.00% | +14+93.3% | Added |
| Sound Income Strategies, LLC | 17 | $665 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16 | $626 | 0.00% | −7−30.4% | Reduced |
| Abound Wealth Management | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $381 | 0.00% | +6+150.0% | Added |
| Farmers & Merchants Investments Inc | 9 | $352 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $274 | 0.00% | +7 | New |
| Umb Bank N A | 7 | $274 | 0.00% | +7 | New |
| Covestor Ltd | 4 | $0 | 0.00% | +4 | New |
| Ariadne Wealth Management, LP | 2,974 | – | – | +2,974 | New |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,154−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,655−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −11,024−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,761−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −6,934−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,392−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,261−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −4,297−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −5,629−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,626−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |