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, 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 | $377.1M |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +2+50.0% | Added |
| Dunhill Financial, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $484 | 0.00% | +13 | New |
| True Wealth Design, LLC | 13 | $484 | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 17 | $633 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $1.12K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 30 | $1.18K | 0.00% | +30 | New |
| Holos Integrated Wealth LLC | 33 | $1.23K | 0.00% | +33 | New |
| PSI Advisors, LLC | 39 | $1.45K | 0.00% | −115−74.7% | Reduced |
| EverSource Wealth Advisors, LLC | 41 | $1.53K | 0.00% | +12+41.4% | Added |
| Gen-Wealth Partners Inc | 80 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 85 | $3.16K | 0.00% | +67+372.2% | Added |
| Bessemer Group Inc | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $4.50K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 134 | $4.99K | 0.00% | +29+27.6% | Added |
| Harbor Capital Advisors, Inc. | 129 | $5.00K | 0.00% | +58+81.7% | Added |
| Millstone Evans Group, LLC | 140 | $5.21K | 0.00% | +140 | New |
| Parallel Advisors, LLC | 147 | $5.47K | 0.00% | −23−13.5% | Reduced |
| Fifth Third Bancorp | 149 | $5.54K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 200 | $7.44K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 209 | $7.78K | 0.00% | −2,027−90.7% | Reduced |
| GF Fund Management Co. Ltd. | 237 | $8.82K | 0.00% | +237 | New |
| GAMMA Investing LLC | 242 | $9.01K | 0.00% | −27−10.0% | Reduced |
| Sandy Spring Bank | 242 | $9.01K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 252 | $9.19K | 0.00% | +60+31.3% | Added |
| Larson Financial Group LLC | 250 | $9.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 259 | $9.64K | 0.00% | +252+3,600.0% | Added |
| LGT Financial Advisors LLC | 310 | $11.5K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 367 | $13.4K | 0.00% | −143−28.0% | Reduced |
| Versant Capital Management, Inc | 403 | $15.0K | 0.00% | +362+882.9% | Added |
| Allworth Financial LP | 405 | $15.3K | 0.00% | −56−12.1% | Reduced |
| Creative Financial Designs Inc | 419 | $15.6K | 0.00% | +96+29.7% | Added |
| Harbour Investments, Inc. | 465 | $17.3K | 0.00% | +4+0.9% | Added |
| Barrett & Company, Inc. | 500 | $18.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 517 | $19.2K | 0.00% | −3,112−85.8% | Reduced |
| US Bancorp | 524 | $19.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 535 | $19.9K | 0.01% | +10+1.9% | Added |
| Massmutual Trust Co FSB | 595 | $22.1K | 0.00% | +8+1.4% | Added |
| Lindbrook Capital, LLC | 653 | $24.3K | 0.00% | −42−6.0% | Reduced |
| Farther Finance Advisors, LLC | 709 | $26.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $32.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,308 | $48.7K | 0.00% | −149−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,333 | $49.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,542 | $57.0K | 0.00% | +105+7.3% | Added |
| Coastline Trust Co | 2,000 | $74.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,207 | $82.1K | 0.00% | −2,683−54.9% | Reduced |
| Cubist Systematic Strategies, LLC | 2,278 | $84.8K | 0.00% | −3,476−60.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $90.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,467 | $91.8K | 0.01% | +14+0.6% | Added |
| STRS Ohio | 2,500 | $93.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,676 | $99.6K | 0.00% | +376+16.3% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $100.5K | 0.00% | +2,700 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,713 | $100.9K | 0.03% | −3,482−56.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,822 | $105.0K | 0.00% | −261−8.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $109.5K | 0.00% | +2,943 | New |
| Oregon Public Employees Retirement Fund | 3,003 | $111.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,110 | $115.7K | 0.00% | −3,903−55.7% | Reduced |
| Medallion Wealth Advisors, LLC | 2,988 | $122.4K | 0.06% | +2,988 | New |
| Royal Bank of Canada | 3,343 | $124.0K | 0.00% | −1,040−23.7% | Reduced |
| Amalgamated Bank | 3,742 | $139.0K | 0.00% | −34−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,133 | $154.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $155.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,233 | $158.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 4,936 | $180.8K | 0.00% | −19−0.4% | Reduced |
| Man Group plc | 5,621 | $209.2K | 0.00% | −6,771−54.6% | Reduced |
| Lazard Asset Management LLC | 5,838 | $217.0K | 0.00% | +163+2.9% | Added |
| State of Tennessee, Treasury Department | 5,848 | $217.6K | 0.00% | −137−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,866 | $218.3K | 0.00% | +241+4.3% | Added |
| Quadrant Capital Group LLC | 5,890 | $219.2K | 0.02% | −939−13.8% | Reduced |
| Janus Henderson Group PLC | 5,923 | $220.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,975 | $222.0K | 0.00% | −1,201−16.7% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $230.7K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 6,355 | $236.5K | 0.00% | −10,850−63.1% | Reduced |
| Nisa Investment Advisors, LLC | 6,356 | $236.5K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,366 | $236.9K | 0.00% | +6,366 | New |
| Susquehanna International Group, LLP | 6,518 | $242.5K | 0.00% | −5,651−46.4% | Reduced |
| Artisan Partners Limited Partnership | 6,543 | $243.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,668 | $248.1K | 0.00% | +151+2.3% | Added |
| Corebridge Financial, Inc. | 6,841 | $254.6K | 0.00% | −535−7.3% | Reduced |
| Illinois Municipal Retirement Fund | 7,108 | $264.5K | 0.00% | +341+5.0% | Added |
| ExodusPoint Capital Management, LP | 7,153 | $266.0K | 0.00% | −5,568−43.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 7,711 | $281.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,690 | $286.1K | 0.00% | −12−0.2% | Reduced |
| Creative Planning | 8,606 | $320.2K | 0.00% | −2,055−19.3% | Reduced |
| Rothschild Investment LLC | 8,655 | $322.1K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,705 | $323.9K | 0.00% | +1,233+16.5% | Added |
| Martingale Asset Management L P | 9,342 | $347.6K | 0.01% | +9,342 | New |
| Crestwood Advisors Group LLC | 9,666 | $359.7K | 0.01% | +16+0.2% | Added |
| LPL Financial LLC | 11,011 | $409.7K | 0.00% | −61−0.6% | Reduced |
| Standard Life Aberdeen plc | 11,258 | $410.6K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 11,613 | $432.0K | 0.00% | +1,608+16.1% | Added |
| D. E. Shaw & Co., Inc. | 11,715 | $435.9K | 0.00% | +4,699+67.0% | Added |
| California State Teachers Retirement System | 12,290 | $457.3K | 0.00% | −107−0.9% | Reduced |
| Quest Partners LLC | 12,347 | $459.4K | 0.06% | −3,157−20.4% | Reduced |
| Midwest Professional Planners, LTD. | 12,385 | $460.9K | 0.14% | +1,355+12.3% | Added |
| Tocqueville Asset Management L.P. | 12,900 | $480.0K | 0.01% | +1,000+8.4% | Added |
| Spears Abacus Advisors LLC | 12,983 | $483.1K | 0.01% | 00.0% | Unchanged |