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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 11,072 | $506.6K | 0.00% | −64−0.6% | Reduced |
| Standard Life Aberdeen plc | 11,258 | $515.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,643 | $532.7K | 0.00% | +1,397+13.6% | Added |
| Tocqueville Asset Management L.P. | 11,900 | $544.4K | 0.01% | +5,500+85.9% | Added |
| Susquehanna International Group, LLP | 12,169 | $556.7K | 0.00% | +5,331+78.0% | Added |
| Ieq Capital, LLC | 12,209 | $558.6K | 0.01% | +737+6.4% | Added |
| Man Group plc | 12,392 | $566.9K | 0.00% | +12,392 | New |
| California State Teachers Retirement System | 12,397 | $567.2K | 0.00% | −394−3.1% | Reduced |
| ExodusPoint Capital Management, LP | 12,721 | $582.0K | 0.01% | −2,896−18.5% | Reduced |
| Spears Abacus Advisors LLC | 12,983 | $594.0K | 0.01% | −10,000−43.5% | Reduced |
| State of Alaska, Department of Revenue | 13,476 | $615.0K | 0.01% | −150−1.1% | Reduced |
| Prudential Financial Inc | 13,610 | $622.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,451 | $661.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 15,309 | $700.4K | 0.00% | +4,300+39.1% | Added |
| Quest Partners LLC | 15,504 | $709.3K | 0.06% | +2,147+16.1% | Added |
| Nomura Asset Management Co Ltd | 15,620 | $714.6K | 0.00% | −400−2.5% | Reduced |
| Alliancebernstein L.P. | 15,638 | $715.4K | 0.00% | +60.0% | Added |
| FMR LLC | 16,765 | $767.0K | 0.00% | +3,970+31.0% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $777.8K | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,205 | $787.1K | 0.00% | +7,328+74.2% | Added |
| AQR Capital Management LLC | 17,505 | $800.9K | 0.00% | −1,111−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 18,184 | $831.9K | 0.00% | +176+1.0% | Added |
| Asset Management One Co.,Ltd. | 19,070 | $872.5K | 0.00% | +907+5.0% | Added |
| Wells Fargo & Company | 20,336 | $930.4K | 0.00% | +224+1.1% | Added |
| Algert Global LLC | 20,345 | $930.8K | 0.03% | +13,280+188.0% | Added |
| Price T Rowe Associates Inc | 22,141 | $1.01M | 0.00% | +2,053+10.2% | Added |
| Altfest L J & Co Inc | 22,449 | $1.03M | 0.14% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 22,656 | $1.04M | 0.00% | −919−3.9% | Reduced |
| Citigroup Inc | 22,843 | $1.05M | 0.00% | +10,652+87.4% | Added |
| Barclays PLC | 22,852 | $1.05M | 0.00% | +18,208+392.1% | Added |
| Code Waechter LLC | 23,398 | $1.07M | 1.02% | +23,398 | New |
| UBS Asset Management Americas Inc | 24,801 | $1.13M | 0.00% | +5,994+31.9% | Added |
| Great West Life Assurance Co | 24,911 | $1.14M | 0.00% | −2,709−9.8% | Reduced |
| Los Angeles Capital Management LLC | 25,117 | $1.15M | 0.00% | +2,730+12.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,417 | $1.16M | 0.01% | +9,499+59.7% | Added |
| Denali Advisors LLC | 25,500 | $1.17M | 0.13% | +20,100+372.2% | Added |
| Swiss National Bank | 25,900 | $1.18M | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 26,101 | $1.19M | 0.03% | +4,805+22.6% | Added |
| Public Sector Pension Investment Board | 26,994 | $1.23M | 0.01% | −1,000−3.6% | Reduced |
| Alps Advisors Inc | 29,011 | $1.33M | 0.01% | −1,231−4.1% | Reduced |
| Rhumbline Advisers | 32,614 | $1.49M | 0.00% | −756−2.3% | Reduced |
| UBS Group AG | 33,516 | $1.53M | 0.00% | −110−0.3% | Reduced |
| Legal & General Group Plc | 35,368 | $1.62M | 0.00% | −268−0.8% | Reduced |
| Legato Capital Management LLC | 36,398 | $1.67M | 0.21% | +12,411+51.7% | Added |
| WealthTrust Axiom LLC | 42,331 | $1.94M | 0.57% | −236−0.6% | Reduced |
| Panagora Asset Management Inc | 43,636 | $2.00M | 0.01% | +33,693+338.9% | Added |
| Nuveen Asset Management, LLC | 43,978 | $2.01M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 44,565 | $2.04M | 0.01% | −6,084−12.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 53,276 | $2.44M | 0.00% | +42,839+410.5% | Added |
| Bank of America Corp | 56,539 | $2.59M | 0.00% | −3,528−5.9% | Reduced |
| Dean Capital Management | 57,260 | $2.62M | 1.11% | +33,273+138.7% | Added |
| HRT Financial LP | 61,449 | $2.81M | 0.01% | +22,591+58.1% | Added |
| Jane Street Group, LLC | 62,346 | $2.85M | 0.00% | +19,614+45.9% | Added |
| Principal Financial Group Inc | 64,831 | $2.97M | 0.00% | −1,776−2.7% | Reduced |
| Stifel Financial Corp | 72,654 | $3.32M | 0.00% | +2,471+3.5% | Added |
| JPMorgan Chase & Co | 81,834 | $3.74M | 0.00% | +32,216+64.9% | Added |
| Goldman Sachs Group Inc | 82,880 | $3.79M | 0.00% | +23,634+39.9% | Added |
| Invesco Ltd. | 90,189 | $4.13M | 0.00% | −20,766−18.7% | Reduced |
| Dean Investment Associates, LLC | 92,880 | $4.25M | 0.57% | +27,871+42.9% | Added |
| Millennium Management LLC | 109,231 | $5.00M | 0.00% | +24,572+29.0% | Added |
| Charles Schwab Investment Management Inc | 118,523 | $5.42M | 0.00% | +2,178+1.9% | Added |
| Northern Trust Corp | 132,779 | $6.07M | 0.00% | +850+0.6% | Added |
| Ameriprise Financial Inc | 154,310 | $7.06M | 0.00% | +1,390+0.9% | Added |
| Morgan Stanley | 182,072 | $8.33M | 0.00% | +7,610+4.4% | Added |
| Dimensional Fund Advisors LP | 193,558 | $8.86M | 0.00% | +785+0.4% | Added |
| Bank of New York Mellon Corp | 235,858 | $10.8M | 0.00% | −7,757−3.2% | Reduced |
| Renaissance Technologies LLC | 259,810 | $11.9M | 0.02% | +1,000+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 305,040 | $14.0M | 0.03% | +1,398+0.5% | Added |
| ProShare Advisors LLC | 322,310 | $14.7M | 0.04% | −10,418−3.1% | Reduced |
| Geode Capital Management, LLC | 332,429 | $15.2M | 0.00% | +5,037+1.5% | Added |
| State Street Corp | 591,170 | $27.0M | 0.00% | +11,520+2.0% | Added |
| Vanguard Group Inc | 1,648,457 | $75.4M | 0.00% | −273,875−14.2% | Reduced |
| BlackRock, Inc. | 2,132,781 | $97.6M | 0.00% | +2,132,781 | New |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,024−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,899−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |