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, Q1 2025
Institutional positions in Universal Health Realty Income Trust as of Mar 31, 2025. 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
- 170
- +7 vs. Q4 2024
- Shares held
- 8.77M
- +95.1K (+1.1%) vs. Q4 2024
- Total value
- $359.4M
- +$36.4M (+11.3%) vs. Q4 2024
- New holders
- 16
- 58 more added
- Sold out
- 9
- 59 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | +3+50.0% | Added |
| Dunhill Financial, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4 | $164 | 0.00% | −205−98.1% | Reduced |
| Abound Wealth Management | 5 | $205 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $287 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $369 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $410 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 17 | $696 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $779 | 0.00% | +6+46.2% | Added |
| Cornerstone Planning Group LLC | 30 | $1.16K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $1.23K | 0.00% | −104−77.6% | Reduced |
| NewSquare Capital LLC | 30 | $1.23K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 33 | $1.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $1.48K | 0.00% | −5−12.2% | Reduced |
| PSI Advisors, LLC | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 59 | $2.00K | 0.00% | −70−54.3% | Reduced |
| Sterling Capital Management LLC | 50 | $2.05K | 0.00% | −35−41.2% | Reduced |
| Boston Private Wealth LLC | 65 | $2.66K | 0.00% | +65 | New |
| Umb Bank N A | 77 | $3.15K | 0.00% | −182−70.3% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $4.10K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 112 | $4.57K | 0.00% | −140−55.6% | Reduced |
| GWM Advisors LLC | 121 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 140 | $5.73K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 161 | $7.00K | 0.00% | +161 | New |
| Skopos Labs, Inc. | 173 | $7.09K | 0.00% | +173 | New |
| Jones Financial Companies LLLP | 176 | $7.16K | 0.00% | +163+1,253.8% | Added |
| Gould Capital, LLC | 200 | $8.19K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 207 | $8.48K | 0.00% | +58+38.9% | Added |
| Parallel Advisors, LLC | 221 | $9.05K | 0.00% | +74+50.3% | Added |
| Allworth Financial LP | 261 | $10.0K | 0.00% | −144−35.6% | Reduced |
| GF Fund Management Co. Ltd. | 247 | $10.1K | 0.00% | +10+4.2% | Added |
| Larson Financial Group LLC | 289 | $11.8K | 0.00% | +39+15.6% | Added |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | +307 | New |
| Mirae Asset Global Investments Co., Ltd. | 355 | $14.5K | 0.00% | −12−3.3% | Reduced |
| Rise Advisors, LLC | 365 | $14.9K | 0.01% | −170−31.8% | Reduced |
| Versant Capital Management, Inc | 420 | $17.2K | 0.00% | +17+4.2% | Added |
| Creative Financial Designs Inc | 426 | $17.5K | 0.00% | +7+1.7% | Added |
| GAMMA Investing LLC | 440 | $18.0K | 0.00% | +198+81.8% | Added |
| Tower Research Capital LLC (TRC) | 461 | $18.9K | 0.00% | −56−10.8% | Reduced |
| Coldstream Capital Management Inc | 465 | $19.0K | 0.00% | +465 | New |
| Harbour Investments, Inc. | 469 | $19.2K | 0.00% | +4+0.9% | Added |
| Barrett & Company, Inc. | 500 | $20.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 567 | $23.2K | 0.00% | +43+8.2% | Added |
| Massmutual Trust Co FSB | 592 | $24.2K | 0.00% | −3−0.5% | Reduced |
| Lindbrook Capital, LLC | 616 | $25.2K | 0.00% | −37−5.7% | Reduced |
| Farther Finance Advisors, LLC | 709 | $29.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 870 | $35.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,328 | $54.4K | 0.00% | +20+1.5% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $54.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,372 | $56.2K | 0.01% | −1,095−44.4% | Reduced |
| Coastline Trust Co | 2,000 | $81.9K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 2,100 | $86.0K | 0.00% | +2,100 | New |
| CWM, LLC | 2,170 | $89.0K | 0.00% | +628+40.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $99.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $102.4K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,700 | $110.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,761 | $113.1K | 0.00% | +554+25.1% | Added |
| Oregon Public Employees Retirement Fund | 2,903 | $118.9K | 0.00% | −100−3.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $120.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,955 | $121.1K | 0.00% | +133+4.7% | Added |
| Medallion Wealth Advisors, LLC | 2,988 | $122.4K | 0.06% | 00.0% | Unchanged |
| Amalgamated Bank | 3,641 | $149.0K | 0.00% | −101−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,651 | $149.5K | 0.00% | +541+17.4% | Added |
| Royal Bank of Canada | 4,090 | $168.0K | 0.00% | +747+22.3% | Added |
| Public Employees Retirement Association of Colorado | 4,133 | $169.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,152 | $170.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,259 | $174.0K | 0.00% | +26+0.6% | Added |
| SG Americas Securities, LLC | 4,406 | $180.0K | 0.00% | −1,569−26.3% | Reduced |
| HighTower Advisors, LLC | 4,966 | $203.4K | 0.00% | +4,966 | New |
| Rothschild Investment LLC | 5,160 | $211.4K | 0.01% | −3,495−40.4% | Reduced |
| Qube Research & Technologies Ltd | 5,174 | $211.9K | 0.00% | −25,679−83.2% | Reduced |
| D. E. Shaw & Co., Inc. | 5,490 | $224.9K | 0.00% | −6,225−53.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,549 | $226.4K | 0.00% | +613+12.4% | Added |
| New York State Common Retirement Fund | 5,609 | $229.7K | 0.00% | −9,700−63.4% | Reduced |
| Nisa Investment Advisors, LLC | 5,654 | $231.6K | 0.00% | −702−11.0% | Reduced |
| Quantinno Capital Management LP | 5,756 | $235.8K | 0.00% | +5,756 | New |
| Janus Henderson Group PLC | 5,923 | $241.1K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,000 | $245.8K | 0.00% | −200−3.2% | Reduced |
| CI Private Wealth, LLC | 6,068 | $248.5K | 0.00% | −600−9.0% | Reduced |
| Teacher Retirement System of Texas | 6,114 | $250.4K | 0.00% | +6,114 | New |
| The PNC Financial Services Group, Inc. | 6,174 | $252.9K | 0.00% | +308+5.3% | Added |
| Illinois Municipal Retirement Fund | 6,315 | $258.7K | 0.00% | −793−11.2% | Reduced |
| State of Tennessee, Treasury Department | 6,459 | $264.6K | 0.00% | +611+10.4% | Added |
| Artisan Partners Limited Partnership | 6,543 | $268.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 6,709 | $274.8K | 0.00% | −132−1.9% | Reduced |
| Lazard Asset Management LLC | 6,969 | $285.0K | 0.00% | +1,131+19.4% | Added |
| MetLife Investment Management | 7,526 | $308.3K | 0.00% | −164−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,885 | $363.9K | 0.00% | +1,174+15.2% | Added |
| Creative Planning | 8,981 | $367.9K | 0.00% | +375+4.4% | Added |
| Code Waechter LLC | 9,288 | $380.0K | 0.31% | −14,121−60.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,376 | $384.0K | 0.01% | −4,473−32.3% | Reduced |
| Martingale Asset Management L P | 10,052 | $411.7K | 0.01% | +710+7.6% | Added |
| Deutsche Bank AG | 10,111 | $414.1K | 0.00% | +1,406+16.2% | Added |
| Citadel Advisors LLC | 10,149 | $415.7K | 0.00% | −10,076−49.8% | Reduced |
| Allianz Asset Management GmbH | 10,265 | $420.5K | 0.00% | +10,265 | New |
| LPL Financial LLC | 10,583 | $433.5K | 0.00% | −428−3.9% | Reduced |
| Spears Abacus Advisors LLC | 10,783 | $441.7K | 0.01% | −2,200−16.9% | Reduced |
| Quest Partners LLC | 10,931 | $447.7K | 0.05% | −1,416−11.5% | Reduced |