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, Q2 2025
Institutional positions in Universal Health Realty Income Trust as of Jun 30, 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
- 171
- +2 vs. Q1 2025
- Shares held
- 8.69M
- −81.0K (−0.9%) vs. Q1 2025
- Total value
- $347.5M
- −$11.9M (−3.3%) vs. Q1 2025
- New holders
- 18
- 71 more added
- Sold out
- 16
- 44 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $200 | 0.00% | +5 | New |
| Huntington National Bank | 7 | $280 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $360 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10 | $397 | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $400 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 13 | $520 | 0.00% | +13 | New |
| Golden State Wealth Management, LLC | 16 | $640 | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 17 | $679 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $680 | 0.00% | −2−10.5% | Reduced |
| Essential Partners LLC | 18 | $719 | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 24 | $960 | 0.00% | +24 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Geneos Wealth Management Inc. | 27 | $1.08K | 0.00% | +27 | New |
| SRS Capital Advisors, Inc. | 30 | $1.20K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 33 | $1.28K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 42 | $1.68K | 0.00% | +12+40.0% | Added |
| Smartleaf Asset Management LLC | 50 | $2.00K | 0.00% | −62−55.4% | Reduced |
| Harbor Capital Advisors, Inc. | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 54 | $2.13K | 0.00% | +24+80.0% | Added |
| Umb Bank N A | 79 | $3.16K | 0.00% | +2+2.6% | Added |
| Gen-Wealth Partners Inc | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 83 | $3.32K | 0.00% | +33+66.0% | Added |
| IFP Advisors, Inc | 102 | $4.08K | 0.00% | +102 | New |
| Fifth Third Bancorp | 110 | $4.40K | 0.00% | −97−46.9% | Reduced |
| GWM Advisors LLC | 121 | $4.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 123 | $4.92K | 0.00% | −297−70.7% | Reduced |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 140 | $5.60K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $6.63K | 0.00% | +66+66.0% | Added |
| EverSource Wealth Advisors, LLC | 175 | $6.99K | 0.00% | +139+386.1% | Added |
| Jones Financial Companies LLLP | 189 | $7.54K | 0.00% | +13+7.4% | Added |
| Allworth Financial LP | 193 | $7.71K | 0.00% | −68−26.1% | Reduced |
| Gould Capital, LLC | 200 | $7.99K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 213 | $8.51K | 0.00% | +213 | New |
| MAI Capital Management | 214 | $8.55K | 0.00% | +214 | New |
| GF Fund Management Co. Ltd. | 237 | $9.47K | 0.00% | −10−4.0% | Reduced |
| Parallel Advisors, LLC | 239 | $9.55K | 0.00% | +18+8.1% | Added |
| Hoey Investments, Inc | 250 | $9.99K | 0.00% | +250 | New |
| Mirae Asset Global Investments Co., Ltd. | 273 | $10.9K | 0.00% | −82−23.1% | Reduced |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 372 | $14.9K | 0.00% | +372 | New |
| Rise Advisors, LLC | 398 | $15.9K | 0.01% | +33+9.0% | Added |
| Creative Financial Designs Inc | 435 | $17.4K | 0.00% | +9+2.1% | Added |
| Harbour Investments, Inc. | 473 | $18.9K | 0.00% | +4+0.9% | Added |
| Barrett & Company, Inc. | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 571 | $22.8K | 0.00% | +282+97.6% | Added |
| Massmutual Trust Co FSB | 584 | $23.3K | 0.00% | −8−1.4% | Reduced |
| Farther Finance Advisors, LLC | 598 | $23.9K | 0.00% | −111−15.7% | Reduced |
| US Bancorp | 648 | $25.9K | 0.00% | +81+14.3% | Added |
| Trust Co of Vermont | 870 | $34.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 888 | $35.5K | 0.00% | +448+101.8% | Added |
| Russell Investments Group, Ltd. | 970 | $38.8K | 0.00% | −1,791−64.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 979 | $39.1K | 0.01% | +979 | New |
| Tower Research Capital LLC (TRC) | 1,063 | $42.5K | 0.00% | +602+130.6% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $53.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,517 | $61.0K | 0.00% | +1,356+842.2% | Added |
| Coastline Trust Co | 2,000 | $79.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,045 | $81.7K | 0.01% | +1,872+1,082.1% | Added |
| Signaturefd, LLC | 2,223 | $88.9K | 0.00% | +895+67.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $96.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $99.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,644 | $105.7K | 0.00% | +2,640+66,000.0% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $107.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,819 | $112.7K | 0.00% | −832−22.8% | Reduced |
| State of Wyoming | 2,873 | $114.8K | 0.01% | +1,501+109.4% | Added |
| Oregon Public Employees Retirement Fund | 2,917 | $116.6K | 0.00% | +14+0.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $117.6K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,988 | $119.4K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,181 | $127.2K | 0.00% | +226+7.6% | Added |
| CWM, LLC | 3,325 | $133.0K | 0.00% | +1,155+53.2% | Added |
| Nisa Investment Advisors, LLC | 3,640 | $145.5K | 0.00% | −2,014−35.6% | Reduced |
| Amalgamated Bank | 3,641 | $146.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,796 | $152.0K | 0.00% | −337−8.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,152 | $166.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,456 | $178.0K | 0.00% | +197+4.6% | Added |
| Royal Bank of Canada | 4,532 | $182.0K | 0.00% | +442+10.8% | Added |
| Resona Asset Management Co.,Ltd. | 5,093 | $203.6K | 0.00% | −456−8.2% | Reduced |
| LSV Asset Management | 5,100 | $204.0K | 0.00% | +3,000+142.9% | Added |
| Rothschild Investment LLC | 5,145 | $205.6K | 0.01% | −15−0.3% | Reduced |
| State of Tennessee, Treasury Department | 5,578 | $223.0K | 0.00% | −881−13.6% | Reduced |
| New York State Common Retirement Fund | 5,609 | $224.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,747 | $230.0K | 0.01% | +5,747 | New |
| Janus Henderson Group PLC | 5,923 | $236.6K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,000 | $239.8K | 0.00% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 6,543 | $261.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,808 | $272.1K | 0.00% | +634+10.3% | Added |
| Illinois Municipal Retirement Fund | 6,856 | $274.0K | 0.00% | +541+8.6% | Added |
| Point72 Asset Management, L.P. | 6,909 | $276.1K | 0.00% | +6,909 | New |
| Allianz Asset Management GmbH | 7,212 | $288.3K | 0.00% | −3,053−29.7% | Reduced |
| Quantinno Capital Management LP | 7,767 | $310.5K | 0.00% | +2,011+34.9% | Added |
| FJ Capital Management LLC | 8,277 | $330.8K | 0.04% | +8,277 | New |
| Jane Street Group, LLC | 8,815 | $352.3K | 0.00% | −15,678−64.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,885 | $355.1K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 9,983 | $399.0K | 0.01% | −800−7.4% | Reduced |
| Deutsche Bank AG | 10,119 | $404.5K | 0.00% | +8+0.1% | Added |
| HRT Financial LP | 10,573 | $422.0K | 0.00% | −677−6.0% | Reduced |
| Creative Planning | 10,877 | $434.8K | 0.00% | +1,896+21.1% | Added |
| LPL Financial LLC | 10,906 | $435.9K | 0.00% | +323+3.1% | Added |
| Teacher Retirement System of Texas | 11,163 | $446.2K | 0.00% | +5,049+82.6% | Added |