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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 5,252 | $240.3K | 0.00% | −256−4.6% | Reduced |
| Marshall Wace, LLP | 5,061 | $231.5K | 0.00% | −5,037−49.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,955 | $225.8K | 0.00% | −130−2.6% | Reduced |
| Voya Investment Management LLC | 4,933 | $225.7K | 0.00% | +4,933 | New |
| Russell Investments Group, Ltd. | 4,890 | $223.7K | 0.00% | +4,874+30,462.5% | Added |
| Qube Research & Technologies Ltd | 4,582 | $209.6K | 0.00% | −7,663−62.6% | Reduced |
| Maryland State Retirement & Pension System | 4,435 | $202.9K | 0.00% | +4,435 | New |
| Royal Bank of Canada | 4,383 | $202.0K | 0.00% | +124+2.9% | Added |
| Nebula Research & Development LLC | 4,413 | $201.9K | 0.02% | −1,437−24.6% | Reduced |
| Neville Rodie & Shaw Inc | 4,374 | $200.0K | 0.01% | +4,374 | New |
| Daiwa Securities Group Inc. | 4,233 | $194.0K | 0.00% | +389+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 4,152 | $190.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $189.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,776 | $173.0K | 0.00% | −105−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,629 | $166.0K | 0.00% | −1,658−31.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,083 | $141.1K | 0.00% | −908−22.8% | Reduced |
| Oregon Public Employees Retirement Fund | 3,003 | $137.4K | 0.00% | −100−3.2% | Reduced |
| STRS Ohio | 2,500 | $114.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,453 | $112.2K | 0.02% | +1,317+115.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $110.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,300 | $105.2K | 0.00% | −95−4.0% | Reduced |
| Quantbot Technologies LP | 2,236 | $102.3K | 0.00% | +134+6.4% | Added |
| Coastline Trust Co | 2,000 | $91.5K | 0.01% | +2,000 | New |
| Acadian Asset Management LLC | 1,953 | $89.0K | 0.00% | +1,953 | New |
| Signaturefd, LLC | 1,457 | $66.7K | 0.00% | +16+1.1% | Added |
| CWM, LLC | 1,437 | $66.0K | 0.00% | −1,969−57.8% | Reduced |
| M&R Capital Management Inc | 1,389 | $63.5K | 0.01% | −168−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,333 | $61.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $41.2K | 0.01% | +900 | New |
| Trust Co of Vermont | 870 | $39.8K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 800 | $36.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 709 | $32.4K | 0.00% | +699+6,990.0% | Added |
| Lindbrook Capital, LLC | 695 | $31.8K | 0.00% | +2+0.3% | Added |
| Glen Eagle Advisors, LLC | 638 | $29.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 587 | $26.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 525 | $24.0K | 0.01% | +8+1.5% | Added |
| US Bancorp | 524 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 510 | $23.2K | 0.00% | +132+34.9% | Added |
| Barrett & Company, Inc. | 500 | $22.9K | 0.01% | +500 | New |
| Harbour Investments, Inc. | 461 | $21.1K | 0.00% | +3+0.7% | Added |
| Allworth Financial LP | 461 | $21.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 436 | $19.9K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 342 | $15.6K | 0.00% | −145−29.8% | Reduced |
| Creative Financial Designs Inc | 323 | $14.8K | 0.00% | +31+10.6% | Added |
| LGT Financial Advisors LLC | 310 | $14.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 269 | $12.3K | 0.00% | +62+30.0% | Added |
| Larson Financial Group LLC | 250 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 242 | $11.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $9.15K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 192 | $8.74K | 0.00% | +76+65.5% | Added |
| Parallel Advisors, LLC | 170 | $7.78K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 154 | $7.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $6.82K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | +30+36.1% | Added |
| SRS Capital Advisors, Inc. | 105 | $4.80K | 0.00% | −60−36.4% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.21K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 71 | $3.00K | 0.00% | +71 | New |
| Private Wealth Management Group, LLC | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $1.88K | 0.00% | +41 | New |
| Capital Performance Advisors LLP | 34 | $1.56K | 0.00% | +34 | New |
| EverSource Wealth Advisors, LLC | 29 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 34 | $1.00K | 0.00% | +34 | New |
| Sterling Capital Management LLC | 18 | $824 | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 20 | $783 | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 17 | $778 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $412 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $320 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 7 | $320 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $229 | 0.00% | −5−50.0% | Reduced |
| Mendota Financial Group, LLC | 2 | $92 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $40 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |