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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 13,218 | $491.9K | 0.00% | +1,009+8.3% | Added |
| State of Alaska, Department of Revenue | 13,397 | $497.0K | 0.01% | −79−0.6% | Reduced |
| UBS Asset Management Americas Inc | 13,659 | $508.3K | 0.00% | −11,142−44.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 13,849 | $515.3K | 0.01% | +13,849 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,042 | $522.5K | 0.00% | −409−2.8% | Reduced |
| Prudential Financial Inc | 13,107 | $532.8K | 0.00% | −503−3.7% | Reduced |
| Alliancebernstein L.P. | 14,489 | $539.1K | 0.00% | −1,149−7.3% | Reduced |
| Wells Fargo & Company | 14,651 | $545.2K | 0.00% | −5,685−28.0% | Reduced |
| FMR LLC | 15,056 | $560.2K | 0.00% | −1,709−10.2% | Reduced |
| New York State Common Retirement Fund | 15,309 | $569.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 16,185 | $602.2K | 0.01% | +8,805+119.3% | Added |
| Nomura Asset Management Co Ltd | 16,620 | $618.4K | 0.00% | +1,000+6.4% | Added |
| Wilkinson Global Asset Management LLC | 17,000 | $632.6K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,318 | $644.4K | 0.00% | −45,028−72.2% | Reduced |
| Public Employees Retirement System of Ohio | 18,040 | $671.3K | 0.00% | −144−0.8% | Reduced |
| Raymond James Financial Inc | 18,567 | $690.9K | 0.00% | +18,567 | New |
| Asset Management One Co.,Ltd. | 19,070 | $697.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,913 | $741.0K | 0.00% | −5,504−21.7% | Reduced |
| Citadel Advisors LLC | 20,225 | $752.6K | 0.00% | +10,420+106.3% | Added |
| Algert Global LLC | 21,542 | $801.6K | 0.02% | +1,197+5.9% | Added |
| New York State Teachers Retirement System | 21,744 | $809.0K | 0.00% | −912−4.0% | Reduced |
| Altfest L J & Co Inc | 22,449 | $835.3K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 22,723 | $845.0K | 0.02% | −3,378−12.9% | Reduced |
| Citigroup Inc | 22,998 | $855.8K | 0.00% | +155+0.7% | Added |
| Price T Rowe Associates Inc | 23,066 | $859.0K | 0.00% | +925+4.2% | Added |
| Code Waechter LLC | 23,409 | $871.0K | 0.76% | +110.0% | Added |
| Los Angeles Capital Management LLC | 23,616 | $878.8K | 0.00% | −1,501−6.0% | Reduced |
| AQR Capital Management LLC | 23,669 | $880.7K | 0.00% | +6,164+35.2% | Added |
| Barclays PLC | 23,713 | $882.4K | 0.00% | +861+3.8% | Added |
| HRT Financial LP | 24,580 | $914.0K | 0.00% | −36,869−60.0% | Reduced |
| Denali Advisors LLC | 25,500 | $949.0K | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 25,900 | $963.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 26,289 | $977.0K | 0.00% | +1,378+5.5% | Added |
| Alps Advisors Inc | 30,531 | $1.14M | 0.01% | +1,520+5.2% | Added |
| Qube Research & Technologies Ltd | 30,853 | $1.15M | 0.00% | +26,271+573.4% | Added |
| Nuveen Asset Management, LLC | 31,439 | $1.17M | 0.00% | −12,539−28.5% | Reduced |
| Public Sector Pension Investment Board | 31,796 | $1.18M | 0.00% | +4,802+17.8% | Added |
| Rhumbline Advisers | 32,825 | $1.22M | 0.00% | +211+0.6% | Added |
| UBS Group AG | 33,584 | $1.25M | 0.00% | +68+0.2% | Added |
| Legal & General Group Plc | 35,368 | $1.32M | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 40,849 | $1.52M | 0.45% | −1,482−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 51,818 | $1.93M | 0.01% | +7,253+16.3% | Added |
| Panagora Asset Management Inc | 51,918 | $1.93M | 0.01% | +8,282+19.0% | Added |
| Bank of America Corp | 52,074 | $1.94M | 0.00% | −4,465−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 58,255 | $2.17M | 0.00% | +4,979+9.3% | Added |
| Principal Financial Group Inc | 67,289 | $2.50M | 0.00% | +2,458+3.8% | Added |
| Millennium Management LLC | 68,986 | $2.57M | 0.00% | −40,245−36.8% | Reduced |
| Goldman Sachs Group Inc | 74,157 | $2.76M | 0.00% | −8,723−10.5% | Reduced |
| Stifel Financial Corp | 78,101 | $2.91M | 0.00% | +5,447+7.5% | Added |
| Invesco Ltd. | 92,054 | $3.43M | 0.00% | +1,865+2.1% | Added |
| JPMorgan Chase & Co | 113,962 | $4.24M | 0.00% | +32,128+39.3% | Added |
| Charles Schwab Investment Management Inc | 120,764 | $4.49M | 0.00% | +2,241+1.9% | Added |
| Northern Trust Corp | 140,355 | $5.22M | 0.00% | +7,576+5.7% | Added |
| Ameriprise Financial Inc | 154,836 | $5.76M | 0.00% | +526+0.3% | Added |
| Dimensional Fund Advisors LP | 191,109 | $7.11M | 0.00% | −2,449−1.3% | Reduced |
| Morgan Stanley | 193,920 | $7.22M | 0.00% | +11,848+6.5% | Added |
| ProShare Advisors LLC | 197,269 | $7.34M | 0.02% | −125,041−38.8% | Reduced |
| Renaissance Technologies LLC | 272,310 | $10.1M | 0.01% | +12,500+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 321,332 | $12.0M | 0.03% | +16,292+5.3% | Added |
| Bank of New York Mellon Corp | 336,183 | $12.5M | 0.00% | +100,325+42.5% | Added |
| Geode Capital Management, LLC | 336,415 | $12.5M | 0.00% | +3,986+1.2% | Added |
| State Street Corp | 606,751 | $22.6M | 0.00% | +15,581+2.6% | Added |
| Vanguard Group Inc | 1,637,721 | $60.9M | 0.00% | −10,736−0.7% | Reduced |
| BlackRock, Inc. | 2,239,354 | $83.3M | 0.00% | +106,573+5.0% | Added |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −92,880−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −57,260−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −36,398−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,252−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,061−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,933−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −342−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |