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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,325 | $133.0K | 0.00% | +1,155+53.2% | Added |
| Advisor Group Holdings, Inc. | 3,181 | $127.2K | 0.00% | +226+7.6% | Added |
| Medallion Wealth Advisors, LLC | 2,988 | $119.4K | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,943 | $117.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,917 | $116.6K | 0.00% | +14+0.5% | Added |
| State of Wyoming | 2,873 | $114.8K | 0.01% | +1,501+109.4% | Added |
| BNP Paribas Arbitrage, SA | 2,819 | $112.7K | 0.00% | −832−22.8% | Reduced |
| KLP Kapitalforvaltning AS | 2,700 | $107.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,644 | $105.7K | 0.00% | +2,640+66,000.0% | Added |
| STRS Ohio | 2,500 | $99.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $96.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,223 | $88.9K | 0.00% | +895+67.4% | Added |
| Skopos Labs, Inc. | 2,045 | $81.7K | 0.01% | +1,872+1,082.1% | Added |
| Coastline Trust Co | 2,000 | $79.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,517 | $61.0K | 0.00% | +1,356+842.2% | Added |
| Ameritas Investment Partners, Inc. | 1,333 | $53.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,063 | $42.5K | 0.00% | +602+130.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 979 | $39.1K | 0.01% | +979 | New |
| Russell Investments Group, Ltd. | 970 | $38.8K | 0.00% | −1,791−64.9% | Reduced |
| GAMMA Investing LLC | 888 | $35.5K | 0.00% | +448+101.8% | Added |
| Trust Co of Vermont | 870 | $34.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 648 | $25.9K | 0.00% | +81+14.3% | Added |
| Farther Finance Advisors, LLC | 598 | $23.9K | 0.00% | −111−15.7% | Reduced |
| Massmutual Trust Co FSB | 584 | $23.3K | 0.00% | −8−1.4% | Reduced |
| Larson Financial Group LLC | 571 | $22.8K | 0.00% | +282+97.6% | Added |
| Barrett & Company, Inc. | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 473 | $18.9K | 0.00% | +4+0.9% | Added |
| Creative Financial Designs Inc | 435 | $17.4K | 0.00% | +9+2.1% | Added |
| Rise Advisors, LLC | 398 | $15.9K | 0.01% | +33+9.0% | Added |
| Ameritas Advisory Services, LLC | 372 | $14.9K | 0.00% | +372 | New |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 273 | $10.9K | 0.00% | −82−23.1% | Reduced |
| Hoey Investments, Inc | 250 | $9.99K | 0.00% | +250 | New |
| Parallel Advisors, LLC | 239 | $9.55K | 0.00% | +18+8.1% | Added |
| GF Fund Management Co. Ltd. | 237 | $9.47K | 0.00% | −10−4.0% | Reduced |
| MAI Capital Management | 214 | $8.55K | 0.00% | +214 | New |
| Meeder Asset Management Inc | 213 | $8.51K | 0.00% | +213 | New |
| Gould Capital, LLC | 200 | $7.99K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 193 | $7.71K | 0.00% | −68−26.1% | Reduced |
| Jones Financial Companies LLLP | 189 | $7.54K | 0.00% | +13+7.4% | Added |
| EverSource Wealth Advisors, LLC | 175 | $6.99K | 0.00% | +139+386.1% | Added |
| Harbor Investment Advisory, LLC | 166 | $6.63K | 0.00% | +66+66.0% | Added |
| Millstone Evans Group, LLC | 140 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 123 | $4.92K | 0.00% | −297−70.7% | Reduced |
| GWM Advisors LLC | 121 | $4.84K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 110 | $4.40K | 0.00% | −97−46.9% | Reduced |
| IFP Advisors, Inc | 102 | $4.08K | 0.00% | +102 | New |
| Sterling Capital Management LLC | 83 | $3.32K | 0.00% | +33+66.0% | Added |
| Gen-Wealth Partners Inc | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $3.16K | 0.00% | +2+2.6% | Added |
| Cornerstone Planning Group LLC | 54 | $2.13K | 0.00% | +24+80.0% | Added |
| Harbor Capital Advisors, Inc. | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $2.00K | 0.00% | −62−55.4% | Reduced |
| NewSquare Capital LLC | 42 | $1.68K | 0.00% | +12+40.0% | Added |
| Holos Integrated Wealth LLC | 33 | $1.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 30 | $1.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $1.08K | 0.00% | +27 | New |
| Covestor Ltd | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| UMA Financial Services, Inc. | 24 | $960 | 0.00% | +24 | New |
| Essential Partners LLC | 18 | $719 | 0.00% | +18 | New |
| True Wealth Design, LLC | 17 | $680 | 0.00% | −2−10.5% | Reduced |
| Sound Income Strategies, LLC | 17 | $679 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $640 | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 13 | $520 | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 10 | $400 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 10 | $397 | 0.00% | +10 | New |
| Farmers & Merchants Investments Inc | 9 | $360 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $280 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $200 | 0.00% | +5 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,466−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,931−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −9,376−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −9,288−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6,969−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,709−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,966−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |