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, Q4 2024
Institutional positions in Universal Health Realty Income Trust as of Dec 31, 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
- 164
- −7 vs. Q3 2024
- Shares held
- 8.71M
- −129.0K (−1.5%) vs. Q3 2024
- Total value
- $324.2M
- −$80.3M (−19.8%) vs. Q3 2024
- New holders
- 14
- 58 more added
- Sold out
- 21
- 52 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,239,354 | $83.3M | 0.00% | +106,573+5.0% | Added |
| Vanguard Group Inc | 1,637,721 | $60.9M | 0.00% | −10,736−0.7% | Reduced |
| State Street Corp | 606,751 | $22.6M | 0.00% | +15,581+2.6% | Added |
| Geode Capital Management, LLC | 336,415 | $12.5M | 0.00% | +3,986+1.2% | Added |
| Bank of New York Mellon Corp | 336,183 | $12.5M | 0.00% | +100,325+42.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 321,332 | $12.0M | 0.03% | +16,292+5.3% | Added |
| Renaissance Technologies LLC | 272,310 | $10.1M | 0.01% | +12,500+4.8% | Added |
| ProShare Advisors LLC | 197,269 | $7.34M | 0.02% | −125,041−38.8% | Reduced |
| Morgan Stanley | 193,920 | $7.22M | 0.00% | +11,848+6.5% | Added |
| Dimensional Fund Advisors LP | 191,109 | $7.11M | 0.00% | −2,449−1.3% | Reduced |
| Ameriprise Financial Inc | 154,836 | $5.76M | 0.00% | +526+0.3% | Added |
| Northern Trust Corp | 140,355 | $5.22M | 0.00% | +7,576+5.7% | Added |
| Charles Schwab Investment Management Inc | 120,764 | $4.49M | 0.00% | +2,241+1.9% | Added |
| JPMorgan Chase & Co | 113,962 | $4.24M | 0.00% | +32,128+39.3% | Added |
| Invesco Ltd. | 92,054 | $3.43M | 0.00% | +1,865+2.1% | Added |
| Stifel Financial Corp | 78,101 | $2.91M | 0.00% | +5,447+7.5% | Added |
| Goldman Sachs Group Inc | 74,157 | $2.76M | 0.00% | −8,723−10.5% | Reduced |
| Millennium Management LLC | 68,986 | $2.57M | 0.00% | −40,245−36.8% | Reduced |
| Principal Financial Group Inc | 67,289 | $2.50M | 0.00% | +2,458+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 58,255 | $2.17M | 0.00% | +4,979+9.3% | Added |
| Bank of America Corp | 52,074 | $1.94M | 0.00% | −4,465−7.9% | Reduced |
| Panagora Asset Management Inc | 51,918 | $1.93M | 0.01% | +8,282+19.0% | Added |
| State of New Jersey Common Pension Fund D | 51,818 | $1.93M | 0.01% | +7,253+16.3% | Added |
| WealthTrust Axiom LLC | 40,849 | $1.52M | 0.45% | −1,482−3.5% | Reduced |
| Legal & General Group Plc | 35,368 | $1.32M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 33,584 | $1.25M | 0.00% | +68+0.2% | Added |
| Rhumbline Advisers | 32,825 | $1.22M | 0.00% | +211+0.6% | Added |
| Public Sector Pension Investment Board | 31,796 | $1.18M | 0.00% | +4,802+17.8% | Added |
| Nuveen Asset Management, LLC | 31,439 | $1.17M | 0.00% | −12,539−28.5% | Reduced |
| Qube Research & Technologies Ltd | 30,853 | $1.15M | 0.00% | +26,271+573.4% | Added |
| Alps Advisors Inc | 30,531 | $1.14M | 0.01% | +1,520+5.2% | Added |
| Great West Life Assurance Co | 26,289 | $977.0K | 0.00% | +1,378+5.5% | Added |
| Swiss National Bank | 25,900 | $963.7K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 25,500 | $949.0K | 0.10% | 00.0% | Unchanged |
| HRT Financial LP | 24,580 | $914.0K | 0.00% | −36,869−60.0% | Reduced |
| Barclays PLC | 23,713 | $882.4K | 0.00% | +861+3.8% | Added |
| AQR Capital Management LLC | 23,669 | $880.7K | 0.00% | +6,164+35.2% | Added |
| Los Angeles Capital Management LLC | 23,616 | $878.8K | 0.00% | −1,501−6.0% | Reduced |
| Code Waechter LLC | 23,409 | $871.0K | 0.76% | +110.0% | Added |
| Price T Rowe Associates Inc | 23,066 | $859.0K | 0.00% | +925+4.2% | Added |
| Citigroup Inc | 22,998 | $855.8K | 0.00% | +155+0.7% | Added |
| Penserra Capital Management LLC | 22,723 | $845.0K | 0.02% | −3,378−12.9% | Reduced |
| Altfest L J & Co Inc | 22,449 | $835.3K | 0.11% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 21,744 | $809.0K | 0.00% | −912−4.0% | Reduced |
| Algert Global LLC | 21,542 | $801.6K | 0.02% | +1,197+5.9% | Added |
| Citadel Advisors LLC | 20,225 | $752.6K | 0.00% | +10,420+106.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,913 | $741.0K | 0.00% | −5,504−21.7% | Reduced |
| Asset Management One Co.,Ltd. | 19,070 | $697.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 18,567 | $690.9K | 0.00% | +18,567 | New |
| Public Employees Retirement System of Ohio | 18,040 | $671.3K | 0.00% | −144−0.8% | Reduced |
| Jane Street Group, LLC | 17,318 | $644.4K | 0.00% | −45,028−72.2% | Reduced |
| Wilkinson Global Asset Management LLC | 17,000 | $632.6K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 16,620 | $618.4K | 0.00% | +1,000+6.4% | Added |
| Intech Investment Management LLC | 16,185 | $602.2K | 0.01% | +8,805+119.3% | Added |
| New York State Common Retirement Fund | 15,309 | $569.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 15,056 | $560.2K | 0.00% | −1,709−10.2% | Reduced |
| Wells Fargo & Company | 14,651 | $545.2K | 0.00% | −5,685−28.0% | Reduced |
| Alliancebernstein L.P. | 14,489 | $539.1K | 0.00% | −1,149−7.3% | Reduced |
| Prudential Financial Inc | 13,107 | $532.8K | 0.00% | −503−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,042 | $522.5K | 0.00% | −409−2.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 13,849 | $515.3K | 0.01% | +13,849 | New |
| UBS Asset Management Americas Inc | 13,659 | $508.3K | 0.00% | −11,142−44.9% | Reduced |
| State of Alaska, Department of Revenue | 13,397 | $497.0K | 0.01% | −79−0.6% | Reduced |
| Ieq Capital, LLC | 13,218 | $491.9K | 0.00% | +1,009+8.3% | Added |
| Spears Abacus Advisors LLC | 12,983 | $483.1K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 12,900 | $480.0K | 0.01% | +1,000+8.4% | Added |
| Midwest Professional Planners, LTD. | 12,385 | $460.9K | 0.14% | +1,355+12.3% | Added |
| Quest Partners LLC | 12,347 | $459.4K | 0.06% | −3,157−20.4% | Reduced |
| California State Teachers Retirement System | 12,290 | $457.3K | 0.00% | −107−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 11,715 | $435.9K | 0.00% | +4,699+67.0% | Added |
| Thrivent Financial for Lutherans | 11,613 | $432.0K | 0.00% | +1,608+16.1% | Added |
| Standard Life Aberdeen plc | 11,258 | $410.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,011 | $409.7K | 0.00% | −61−0.6% | Reduced |
| Crestwood Advisors Group LLC | 9,666 | $359.7K | 0.01% | +16+0.2% | Added |
| Martingale Asset Management L P | 9,342 | $347.6K | 0.01% | +9,342 | New |
| Deutsche Bank AG | 8,705 | $323.9K | 0.00% | +1,233+16.5% | Added |
| Rothschild Investment LLC | 8,655 | $322.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 8,606 | $320.2K | 0.00% | −2,055−19.3% | Reduced |
| MetLife Investment Management | 7,690 | $286.1K | 0.00% | −12−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $281.3K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 7,153 | $266.0K | 0.00% | −5,568−43.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,108 | $264.5K | 0.00% | +341+5.0% | Added |
| Corebridge Financial, Inc. | 6,841 | $254.6K | 0.00% | −535−7.3% | Reduced |
| CI Private Wealth, LLC | 6,668 | $248.1K | 0.00% | +151+2.3% | Added |
| Artisan Partners Limited Partnership | 6,543 | $243.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,518 | $242.5K | 0.00% | −5,651−46.4% | Reduced |
| Quadrature Capital Ltd | 6,366 | $236.9K | 0.00% | +6,366 | New |
| Nisa Investment Advisors, LLC | 6,356 | $236.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,355 | $236.5K | 0.00% | −10,850−63.1% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $230.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,975 | $222.0K | 0.00% | −1,201−16.7% | Reduced |
| Janus Henderson Group PLC | 5,923 | $220.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,890 | $219.2K | 0.02% | −939−13.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,866 | $218.3K | 0.00% | +241+4.3% | Added |
| State of Tennessee, Treasury Department | 5,848 | $217.6K | 0.00% | −137−2.3% | Reduced |
| Lazard Asset Management LLC | 5,838 | $217.0K | 0.00% | +163+2.9% | Added |
| Man Group plc | 5,621 | $209.2K | 0.00% | −6,771−54.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,936 | $180.8K | 0.00% | −19−0.4% | Reduced |
| Daiwa Securities Group Inc. | 4,233 | $158.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $155.0K | 0.00% | 00.0% | Unchanged |