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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 4,133 | $154.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,742 | $139.0K | 0.00% | −34−0.9% | Reduced |
| Royal Bank of Canada | 3,343 | $124.0K | 0.00% | −1,040−23.7% | Reduced |
| Medallion Wealth Advisors, LLC | 2,988 | $122.4K | 0.06% | +2,988 | New |
| BNP Paribas Arbitrage, SA | 3,110 | $115.7K | 0.00% | −3,903−55.7% | Reduced |
| Oregon Public Employees Retirement Fund | 3,003 | $111.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $109.5K | 0.00% | +2,943 | New |
| Advisor Group Holdings, Inc. | 2,822 | $105.0K | 0.00% | −261−8.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,713 | $100.9K | 0.03% | −3,482−56.2% | Reduced |
| KLP Kapitalforvaltning AS | 2,700 | $100.5K | 0.00% | +2,700 | New |
| Point72 Asset Management, L.P. | 2,676 | $99.6K | 0.00% | +376+16.3% | Added |
| STRS Ohio | 2,500 | $93.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,467 | $91.8K | 0.01% | +14+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $90.2K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,278 | $84.8K | 0.00% | −3,476−60.4% | Reduced |
| Russell Investments Group, Ltd. | 2,207 | $82.1K | 0.00% | −2,683−54.9% | Reduced |
| Coastline Trust Co | 2,000 | $74.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,542 | $57.0K | 0.00% | +105+7.3% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $49.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,308 | $48.7K | 0.00% | −149−10.2% | Reduced |
| Trust Co of Vermont | 870 | $32.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 709 | $26.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 653 | $24.3K | 0.00% | −42−6.0% | Reduced |
| Massmutual Trust Co FSB | 595 | $22.1K | 0.00% | +8+1.4% | Added |
| Rise Advisors, LLC | 535 | $19.9K | 0.01% | +10+1.9% | Added |
| US Bancorp | 524 | $19.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 517 | $19.2K | 0.00% | −3,112−85.8% | Reduced |
| Barrett & Company, Inc. | 500 | $18.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 465 | $17.3K | 0.00% | +4+0.9% | Added |
| Creative Financial Designs Inc | 419 | $15.6K | 0.00% | +96+29.7% | Added |
| Allworth Financial LP | 405 | $15.3K | 0.00% | −56−12.1% | Reduced |
| Versant Capital Management, Inc | 403 | $15.0K | 0.00% | +362+882.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 367 | $13.4K | 0.00% | −143−28.0% | Reduced |
| LGT Financial Advisors LLC | 310 | $11.5K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 259 | $9.64K | 0.00% | +252+3,600.0% | Added |
| Larson Financial Group LLC | 250 | $9.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 252 | $9.19K | 0.00% | +60+31.3% | Added |
| GAMMA Investing LLC | 242 | $9.01K | 0.00% | −27−10.0% | Reduced |
| Sandy Spring Bank | 242 | $9.01K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 237 | $8.82K | 0.00% | +237 | New |
| Quantbot Technologies LP | 209 | $7.78K | 0.00% | −2,027−90.7% | Reduced |
| Gould Capital, LLC | 200 | $7.44K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $5.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 147 | $5.47K | 0.00% | −23−13.5% | Reduced |
| Millstone Evans Group, LLC | 140 | $5.21K | 0.00% | +140 | New |
| Harbor Capital Advisors, Inc. | 129 | $5.00K | 0.00% | +58+81.7% | Added |
| SRS Capital Advisors, Inc. | 134 | $4.99K | 0.00% | +29+27.6% | Added |
| GWM Advisors LLC | 121 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 85 | $3.16K | 0.00% | +67+372.2% | Added |
| Gen-Wealth Partners Inc | 80 | $2.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 41 | $1.53K | 0.00% | +12+41.4% | Added |
| PSI Advisors, LLC | 39 | $1.45K | 0.00% | −115−74.7% | Reduced |
| Holos Integrated Wealth LLC | 33 | $1.23K | 0.00% | +33 | New |
| Cornerstone Planning Group LLC | 30 | $1.18K | 0.00% | +30 | New |
| NewSquare Capital LLC | 30 | $1.12K | 0.00% | +30 | New |
| Sound Income Strategies, LLC | 17 | $633 | 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 |
| Farmers & Merchants Investments Inc | 9 | $335 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | +2+50.0% | 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 |