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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 4,406 | $180.0K | 0.00% | −1,569−26.3% | Reduced |
| Daiwa Securities Group Inc. | 4,259 | $174.0K | 0.00% | +26+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 4,152 | $170.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,133 | $169.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,090 | $168.0K | 0.00% | +747+22.3% | Added |
| BNP Paribas Arbitrage, SA | 3,651 | $149.5K | 0.00% | +541+17.4% | Added |
| Amalgamated Bank | 3,641 | $149.0K | 0.00% | −101−2.7% | Reduced |
| Medallion Wealth Advisors, LLC | 2,988 | $122.4K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,955 | $121.1K | 0.00% | +133+4.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $120.5K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,903 | $118.9K | 0.00% | −100−3.3% | Reduced |
| Russell Investments Group, Ltd. | 2,761 | $113.1K | 0.00% | +554+25.1% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $110.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $102.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $99.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,170 | $89.0K | 0.00% | +628+40.7% | Added |
| LSV Asset Management | 2,100 | $86.0K | 0.00% | +2,100 | New |
| Coastline Trust Co | 2,000 | $81.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,372 | $56.2K | 0.01% | −1,095−44.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,333 | $54.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,328 | $54.4K | 0.00% | +20+1.5% | Added |
| Trust Co of Vermont | 870 | $35.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 709 | $29.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 616 | $25.2K | 0.00% | −37−5.7% | Reduced |
| Massmutual Trust Co FSB | 592 | $24.2K | 0.00% | −3−0.5% | Reduced |
| US Bancorp | 567 | $23.2K | 0.00% | +43+8.2% | Added |
| Barrett & Company, Inc. | 500 | $20.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 469 | $19.2K | 0.00% | +4+0.9% | Added |
| Coldstream Capital Management Inc | 465 | $19.0K | 0.00% | +465 | New |
| Tower Research Capital LLC (TRC) | 461 | $18.9K | 0.00% | −56−10.8% | Reduced |
| GAMMA Investing LLC | 440 | $18.0K | 0.00% | +198+81.8% | Added |
| Creative Financial Designs Inc | 426 | $17.5K | 0.00% | +7+1.7% | Added |
| Versant Capital Management, Inc | 420 | $17.2K | 0.00% | +17+4.2% | Added |
| Rise Advisors, LLC | 365 | $14.9K | 0.01% | −170−31.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 355 | $14.5K | 0.00% | −12−3.3% | Reduced |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | +307 | New |
| Larson Financial Group LLC | 289 | $11.8K | 0.00% | +39+15.6% | Added |
| GF Fund Management Co. Ltd. | 247 | $10.1K | 0.00% | +10+4.2% | Added |
| Allworth Financial LP | 261 | $10.0K | 0.00% | −144−35.6% | Reduced |
| Parallel Advisors, LLC | 221 | $9.05K | 0.00% | +74+50.3% | Added |
| Fifth Third Bancorp | 207 | $8.48K | 0.00% | +58+38.9% | Added |
| Gould Capital, LLC | 200 | $8.19K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 176 | $7.16K | 0.00% | +163+1,253.8% | Added |
| Skopos Labs, Inc. | 173 | $7.09K | 0.00% | +173 | New |
| Hantz Financial Services, Inc. | 161 | $7.00K | 0.00% | +161 | New |
| Millstone Evans Group, LLC | 140 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $4.96K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 112 | $4.57K | 0.00% | −140−55.6% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $4.10K | 0.00% | +100 | New |
| Gen-Wealth Partners Inc | 80 | $3.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $3.15K | 0.00% | −182−70.3% | Reduced |
| Boston Private Wealth LLC | 65 | $2.66K | 0.00% | +65 | New |
| Sterling Capital Management LLC | 50 | $2.05K | 0.00% | −35−41.2% | Reduced |
| Harbor Capital Advisors, Inc. | 59 | $2.00K | 0.00% | −70−54.3% | Reduced |
| PSI Advisors, LLC | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $1.48K | 0.00% | −5−12.2% | Reduced |
| Holos Integrated Wealth LLC | 33 | $1.35K | 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 |
| Cornerstone Planning Group LLC | 30 | $1.16K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $779 | 0.00% | +6+46.2% | Added |
| Sound Income Strategies, LLC | 17 | $696 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $410 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 9 | $369 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $287 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $205 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4 | $164 | 0.00% | −205−98.1% | Reduced |
| Dunhill Financial, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | +3+50.0% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −68,986−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,366−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |