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, 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 | $377.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 2 | $92 | 0.00% | +2 | New |
| Abound Wealth Management | 5 | $229 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 7 | $320 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $320 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $412 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $783 | 0.00% | +20 | New |
| Sterling Capital Management LLC | 18 | $824 | 0.00% | +18 | New |
| Hemington Wealth Management | 34 | $1.00K | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 29 | $1.33K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 34 | $1.56K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 41 | $1.88K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 71 | $3.00K | 0.00% | +71 | New |
| Gen-Wealth Partners Inc | 80 | $3.21K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 105 | $4.80K | 0.00% | −60−36.4% | Reduced |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | +30+36.1% | Added |
| GWM Advisors LLC | 121 | $5.54K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $6.82K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $7.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 170 | $7.78K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $8.74K | 0.00% | +76+65.5% | Added |
| Gould Capital, LLC | 200 | $9.15K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $11.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 269 | $12.3K | 0.00% | +62+30.0% | Added |
| LGT Financial Advisors LLC | 310 | $14.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 323 | $14.8K | 0.00% | +31+10.6% | Added |
| Point72 (DIFC) Ltd | 342 | $15.6K | 0.00% | −145−29.8% | Reduced |
| Geneos Wealth Management Inc. | 436 | $19.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 461 | $21.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 461 | $21.1K | 0.00% | +3+0.7% | Added |
| Barrett & Company, Inc. | 500 | $22.9K | 0.01% | +500 | New |
| Mirae Asset Global Investments Co., Ltd. | 510 | $23.2K | 0.00% | +132+34.9% | Added |
| US Bancorp | 524 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 525 | $24.0K | 0.01% | +8+1.5% | Added |
| Massmutual Trust Co FSB | 587 | $26.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 638 | $29.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 695 | $31.8K | 0.00% | +2+0.3% | Added |
| Farther Finance Advisors, LLC | 709 | $32.4K | 0.00% | +699+6,990.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $36.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $39.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $41.2K | 0.01% | +900 | New |
| Ameritas Investment Partners, Inc. | 1,333 | $61.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,389 | $63.5K | 0.01% | −168−10.8% | Reduced |
| CWM, LLC | 1,437 | $66.0K | 0.00% | −1,969−57.8% | Reduced |
| Signaturefd, LLC | 1,457 | $66.7K | 0.00% | +16+1.1% | Added |
| Acadian Asset Management LLC | 1,953 | $89.0K | 0.00% | +1,953 | New |
| Coastline Trust Co | 2,000 | $91.5K | 0.01% | +2,000 | New |
| Quantbot Technologies LP | 2,236 | $102.3K | 0.00% | +134+6.4% | Added |
| Point72 Asset Management, L.P. | 2,300 | $105.2K | 0.00% | −95−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $110.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,453 | $112.2K | 0.02% | +1,317+115.9% | Added |
| STRS Ohio | 2,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,003 | $137.4K | 0.00% | −100−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,083 | $141.1K | 0.00% | −908−22.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,629 | $166.0K | 0.00% | −1,658−31.4% | Reduced |
| Amalgamated Bank | 3,776 | $173.0K | 0.00% | −105−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $189.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $190.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,233 | $194.0K | 0.00% | +389+10.1% | Added |
| Neville Rodie & Shaw Inc | 4,374 | $200.0K | 0.01% | +4,374 | New |
| Nebula Research & Development LLC | 4,413 | $201.9K | 0.02% | −1,437−24.6% | Reduced |
| Royal Bank of Canada | 4,383 | $202.0K | 0.00% | +124+2.9% | Added |
| Maryland State Retirement & Pension System | 4,435 | $202.9K | 0.00% | +4,435 | New |
| Qube Research & Technologies Ltd | 4,582 | $209.6K | 0.00% | −7,663−62.6% | Reduced |
| Russell Investments Group, Ltd. | 4,890 | $223.7K | 0.00% | +4,874+30,462.5% | Added |
| Voya Investment Management LLC | 4,933 | $225.7K | 0.00% | +4,933 | New |
| Resona Asset Management Co.,Ltd. | 4,955 | $225.8K | 0.00% | −130−2.6% | Reduced |
| Marshall Wace, LLP | 5,061 | $231.5K | 0.00% | −5,037−49.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,252 | $240.3K | 0.00% | −256−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 5,625 | $257.3K | 0.00% | +525+10.3% | Added |
| Lazard Asset Management LLC | 5,675 | $258.0K | 0.00% | −2,007−26.1% | Reduced |
| Schnieders Capital Management LLC | 5,650 | $258.5K | 0.05% | +5,650 | New |
| Cubist Systematic Strategies, LLC | 5,754 | $263.2K | 0.00% | +5,754 | New |
| Janus Henderson Group PLC | 5,923 | $270.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,985 | $273.8K | 0.00% | −317−5.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,195 | $283.4K | 0.05% | +3,199+106.8% | Added |
| Louisiana State Employees Retirement System | 6,200 | $283.6K | 0.01% | −200−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 6,356 | $290.8K | 0.00% | −1,053−14.2% | Reduced |
| CI Private Wealth, LLC | 6,517 | $298.2K | 0.00% | +6,517 | New |
| Artisan Partners Limited Partnership | 6,543 | $299.3K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,767 | $309.6K | 0.00% | −118−1.7% | Reduced |
| Quadrant Capital Group LLC | 6,829 | $312.4K | 0.02% | +126+1.9% | Added |
| BNP Paribas Arbitrage, SA | 7,013 | $320.8K | 0.00% | +483+7.4% | Added |
| D. E. Shaw & Co., Inc. | 7,016 | $321.0K | 0.00% | −7,943−53.1% | Reduced |
| SG Americas Securities, LLC | 7,176 | $328.0K | 0.00% | +7,176 | New |
| Corebridge Financial, Inc. | 7,376 | $337.5K | 0.00% | −75−1.0% | Reduced |
| Intech Investment Management LLC | 7,380 | $337.6K | 0.00% | +7,380 | New |
| Deutsche Bank AG | 7,472 | $341.8K | 0.00% | −2,247−23.1% | Reduced |
| MetLife Investment Management | 7,702 | $352.4K | 0.00% | −20.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $352.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,655 | $396.0K | 0.03% | +10+0.1% | Added |
| Crestwood Advisors Group LLC | 9,650 | $441.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,805 | $448.6K | 0.00% | −4,273−30.4% | Reduced |
| Thrivent Financial for Lutherans | 10,005 | $458.0K | 0.00% | −554−5.2% | Reduced |
| Creative Planning | 10,661 | $487.7K | 0.00% | +1,205+12.7% | Added |
| Midwest Professional Planners, LTD. | 11,030 | $504.6K | 0.15% | +1,276+13.1% | Added |