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 $377.8M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Universal Health Realty Income Trust as of Sep 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
- 173
- +16 vs. Q2 2024
- Shares held
- 8.85M
- +2.24M (+33.9%) vs. Q2 2024
- Total value
- $405.0M
- +$146.3M (+56.6%) vs. Q2 2024
- New holders
- 23
- 63 more added
- Sold out
- 7
- 48 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $377.8M |
| Q1 2026 | 187 | $365.7M |
| Q4 2025 | 183 | $342.1M |
| Q3 2025 | 177 | $349.3M |
| Q2 2025 | 171 | $347.7M |
| Q1 2025 | 170 | $359.4M |
| Q4 2024 | 164 | $324.2M |
| Q3 2024 | 173 | $408.8M |
| Q2 2024 | 159 | $344.5M |
| Q1 2024 | 157 | $319.8M |
| Q4 2023 | 152 | $393.9M |
| Q3 2023 | 159 | $358.8M |
| Q2 2023 | 156 | $428.2M |
| Q1 2023 | 166 | $438.9M |
| Q4 2022 | 166 | $423.3M |
| Q3 2022 | 151 | $383.7M |
| Q2 2022 | 154 | $481.9M |
| Q1 2022 | 160 | $517.2M |
| Q4 2021 | 165 | $524.3M |
| Q3 2021 | 155 | $479.7M |
| Q2 2021 | 160 | $557.6M |
| Q1 2021 | 153 | $627.0M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,132,781 | $97.6M | 0.00% | +2,132,781 | New |
| Vanguard Group Inc | 1,648,457 | $75.4M | 0.00% | −273,875−14.2% | Reduced |
| State Street Corp | 591,170 | $27.0M | 0.00% | +11,520+2.0% | Added |
| Geode Capital Management, LLC | 332,429 | $15.2M | 0.00% | +5,037+1.5% | Added |
| ProShare Advisors LLC | 322,310 | $14.7M | 0.04% | −10,418−3.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 305,040 | $14.0M | 0.03% | +1,398+0.5% | Added |
| Renaissance Technologies LLC | 259,810 | $11.9M | 0.02% | +1,000+0.4% | Added |
| Bank of New York Mellon Corp | 235,858 | $10.8M | 0.00% | −7,757−3.2% | Reduced |
| Dimensional Fund Advisors LP | 193,558 | $8.86M | 0.00% | +785+0.4% | Added |
| Morgan Stanley | 182,072 | $8.33M | 0.00% | +7,610+4.4% | Added |
| Ameriprise Financial Inc | 154,310 | $7.06M | 0.00% | +1,390+0.9% | Added |
| Northern Trust Corp | 132,779 | $6.07M | 0.00% | +850+0.6% | Added |
| Charles Schwab Investment Management Inc | 118,523 | $5.42M | 0.00% | +2,178+1.9% | Added |
| Millennium Management LLC | 109,231 | $5.00M | 0.00% | +24,572+29.0% | Added |
| Dean Investment Associates, LLC | 92,880 | $4.25M | 0.57% | +27,871+42.9% | Added |
| Invesco Ltd. | 90,189 | $4.13M | 0.00% | −20,766−18.7% | Reduced |
| Goldman Sachs Group Inc | 82,880 | $3.79M | 0.00% | +23,634+39.9% | Added |
| JPMorgan Chase & Co | 81,834 | $3.74M | 0.00% | +32,216+64.9% | Added |
| Stifel Financial Corp | 72,654 | $3.32M | 0.00% | +2,471+3.5% | Added |
| Principal Financial Group Inc | 64,831 | $2.97M | 0.00% | −1,776−2.7% | Reduced |
| Jane Street Group, LLC | 62,346 | $2.85M | 0.00% | +19,614+45.9% | Added |
| HRT Financial LP | 61,449 | $2.81M | 0.01% | +22,591+58.1% | Added |
| Dean Capital Management | 57,260 | $2.62M | 1.11% | +33,273+138.7% | Added |
| Bank of America Corp | 56,539 | $2.59M | 0.00% | −3,528−5.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 53,276 | $2.44M | 0.00% | +42,839+410.5% | Added |
| State of New Jersey Common Pension Fund D | 44,565 | $2.04M | 0.01% | −6,084−12.0% | Reduced |
| Nuveen Asset Management, LLC | 43,978 | $2.01M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 43,636 | $2.00M | 0.01% | +33,693+338.9% | Added |
| WealthTrust Axiom LLC | 42,331 | $1.94M | 0.57% | −236−0.6% | Reduced |
| Legato Capital Management LLC | 36,398 | $1.67M | 0.21% | +12,411+51.7% | Added |
| Legal & General Group Plc | 35,368 | $1.62M | 0.00% | −268−0.8% | Reduced |
| UBS Group AG | 33,516 | $1.53M | 0.00% | −110−0.3% | Reduced |
| Rhumbline Advisers | 32,614 | $1.49M | 0.00% | −756−2.3% | Reduced |
| Alps Advisors Inc | 29,011 | $1.33M | 0.01% | −1,231−4.1% | Reduced |
| Public Sector Pension Investment Board | 26,994 | $1.23M | 0.01% | −1,000−3.6% | Reduced |
| Penserra Capital Management LLC | 26,101 | $1.19M | 0.03% | +4,805+22.6% | Added |
| Swiss National Bank | 25,900 | $1.18M | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 25,500 | $1.17M | 0.13% | +20,100+372.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,417 | $1.16M | 0.01% | +9,499+59.7% | Added |
| Los Angeles Capital Management LLC | 25,117 | $1.15M | 0.00% | +2,730+12.2% | Added |
| Great West Life Assurance Co | 24,911 | $1.14M | 0.00% | −2,709−9.8% | Reduced |
| UBS Asset Management Americas Inc | 24,801 | $1.13M | 0.00% | +5,994+31.9% | Added |
| Code Waechter LLC | 23,398 | $1.07M | 1.02% | +23,398 | New |
| Barclays PLC | 22,852 | $1.05M | 0.00% | +18,208+392.1% | Added |
| Citigroup Inc | 22,843 | $1.05M | 0.00% | +10,652+87.4% | Added |
| New York State Teachers Retirement System | 22,656 | $1.04M | 0.00% | −919−3.9% | Reduced |
| Altfest L J & Co Inc | 22,449 | $1.03M | 0.14% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,141 | $1.01M | 0.00% | +2,053+10.2% | Added |
| Algert Global LLC | 20,345 | $930.8K | 0.03% | +13,280+188.0% | Added |
| Wells Fargo & Company | 20,336 | $930.4K | 0.00% | +224+1.1% | Added |
| Asset Management One Co.,Ltd. | 19,070 | $872.5K | 0.00% | +907+5.0% | Added |
| Public Employees Retirement System of Ohio | 18,184 | $831.9K | 0.00% | +176+1.0% | Added |
| AQR Capital Management LLC | 17,505 | $800.9K | 0.00% | −1,111−6.0% | Reduced |
| Two Sigma Investments, LP | 17,205 | $787.1K | 0.00% | +7,328+74.2% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $777.8K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 16,765 | $767.0K | 0.00% | +3,970+31.0% | Added |
| Alliancebernstein L.P. | 15,638 | $715.4K | 0.00% | +60.0% | Added |
| Nomura Asset Management Co Ltd | 15,620 | $714.6K | 0.00% | −400−2.5% | Reduced |
| Quest Partners LLC | 15,504 | $709.3K | 0.06% | +2,147+16.1% | Added |
| New York State Common Retirement Fund | 15,309 | $700.4K | 0.00% | +4,300+39.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,451 | $661.1K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 13,610 | $622.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 13,476 | $615.0K | 0.01% | −150−1.1% | Reduced |
| Spears Abacus Advisors LLC | 12,983 | $594.0K | 0.01% | −10,000−43.5% | Reduced |
| ExodusPoint Capital Management, LP | 12,721 | $582.0K | 0.01% | −2,896−18.5% | Reduced |
| California State Teachers Retirement System | 12,397 | $567.2K | 0.00% | −394−3.1% | Reduced |
| Man Group plc | 12,392 | $566.9K | 0.00% | +12,392 | New |
| Ieq Capital, LLC | 12,209 | $558.6K | 0.01% | +737+6.4% | Added |
| Susquehanna International Group, LLP | 12,169 | $556.7K | 0.00% | +5,331+78.0% | Added |
| Tocqueville Asset Management L.P. | 11,900 | $544.4K | 0.01% | +5,500+85.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,643 | $532.7K | 0.00% | +1,397+13.6% | Added |
| Standard Life Aberdeen plc | 11,258 | $515.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,072 | $506.6K | 0.00% | −64−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 11,030 | $504.6K | 0.15% | +1,276+13.1% | Added |
| Creative Planning | 10,661 | $487.7K | 0.00% | +1,205+12.7% | Added |
| Thrivent Financial for Lutherans | 10,005 | $458.0K | 0.00% | −554−5.2% | Reduced |
| Citadel Advisors LLC | 9,805 | $448.6K | 0.00% | −4,273−30.4% | Reduced |
| Crestwood Advisors Group LLC | 9,650 | $441.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,655 | $396.0K | 0.03% | +10+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $352.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,702 | $352.4K | 0.00% | −20.0% | Reduced |
| Deutsche Bank AG | 7,472 | $341.8K | 0.00% | −2,247−23.1% | Reduced |
| Intech Investment Management LLC | 7,380 | $337.6K | 0.00% | +7,380 | New |
| Corebridge Financial, Inc. | 7,376 | $337.5K | 0.00% | −75−1.0% | Reduced |
| SG Americas Securities, LLC | 7,176 | $328.0K | 0.00% | +7,176 | New |
| D. E. Shaw & Co., Inc. | 7,016 | $321.0K | 0.00% | −7,943−53.1% | Reduced |
| BNP Paribas Arbitrage, SA | 7,013 | $320.8K | 0.00% | +483+7.4% | Added |
| Quadrant Capital Group LLC | 6,829 | $312.4K | 0.02% | +126+1.9% | Added |
| Illinois Municipal Retirement Fund | 6,767 | $309.6K | 0.00% | −118−1.7% | Reduced |
| Artisan Partners Limited Partnership | 6,543 | $299.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,517 | $298.2K | 0.00% | +6,517 | New |
| Nisa Investment Advisors, LLC | 6,356 | $290.8K | 0.00% | −1,053−14.2% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $283.6K | 0.01% | −200−3.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,195 | $283.4K | 0.05% | +3,199+106.8% | Added |
| State of Tennessee, Treasury Department | 5,985 | $273.8K | 0.00% | −317−5.0% | Reduced |
| Janus Henderson Group PLC | 5,923 | $270.8K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,754 | $263.2K | 0.00% | +5,754 | New |
| Schnieders Capital Management LLC | 5,650 | $258.5K | 0.05% | +5,650 | New |
| Lazard Asset Management LLC | 5,675 | $258.0K | 0.00% | −2,007−26.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,625 | $257.3K | 0.00% | +525+10.3% | Added |