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, Q3 2025
Institutional positions in Universal Health Realty Income Trust as of Sep 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
- 177
- +7 vs. Q2 2025
- Shares held
- 8.83M
- +147.9K (+1.7%) vs. Q2 2025
- Total value
- $345.9M
- −$1.17M (−0.3%) vs. Q2 2025
- New holders
- 27
- 68 more added
- Sold out
- 20
- 51 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| Abound Wealth Management | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $274 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $353 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $392 | 0.00% | +10 | New |
| Ronald Blue Trust, Inc. | 10 | $392 | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 17 | $617 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $627 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 22 | $862 | 0.00% | +22 | New |
| Salomon & Ludwin, LLC | 27 | $1.04K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 15 | $1.10K | 0.00% | −39−72.2% | Reduced |
| Glen Eagle Advisors, LLC | 30 | $1.18K | 0.00% | +30 | New |
| Holos Integrated Wealth LLC | 33 | $1.19K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 38 | $1.49K | 0.00% | −2,606−98.6% | Reduced |
| Clearstead Advisors, LLC | 43 | $1.69K | 0.00% | +43 | New |
| True Wealth Design, LLC | 46 | $1.80K | 0.00% | +29+170.6% | Added |
| Rockefeller Capital Management L.P. | 66 | $2.58K | 0.00% | +66 | New |
| Umb Bank N A | 79 | $3.09K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 80 | $3.13K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 100 | $3.92K | 0.00% | +100 | New |
| Optiver Holding B.V. | 102 | $4.00K | 0.00% | +102 | New |
| Fifth Third Bancorp | 119 | $4.66K | 0.00% | +9+8.2% | Added |
| GWM Advisors LLC | 121 | $4.74K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 128 | $4.94K | 0.00% | +78+156.0% | Added |
| Millstone Evans Group, LLC | 140 | $5.48K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 146 | $5.72K | 0.00% | +63+75.9% | Added |
| IFP Advisors, Inc | 154 | $6.03K | 0.00% | +52+51.0% | Added |
| Harbor Investment Advisory, LLC | 166 | $6.50K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 167 | $6.51K | 0.00% | +167 | New |
| Gould Capital, LLC | 200 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 192 | $8.00K | 0.00% | +79+69.9% | Added |
| Harbor Capital Advisors, Inc. | 194 | $8.00K | 0.00% | +135+228.8% | Added |
| Parallel Advisors, LLC | 214 | $8.41K | 0.00% | −25−10.5% | Reduced |
| GF Fund Management Co. Ltd. | 218 | $8.54K | 0.00% | −19−8.0% | Reduced |
| Jones Financial Companies LLLP | 260 | $10.2K | 0.00% | +71+37.6% | Added |
| Allworth Financial LP | 280 | $11.0K | 0.00% | +87+45.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 288 | $11.3K | 0.00% | +15+5.5% | Added |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 307 | $12.0K | 0.00% | +307 | New |
| EverSource Wealth Advisors, LLC | 334 | $13.1K | 0.00% | +159+90.9% | Added |
| Rise Advisors, LLC | 379 | $14.8K | 0.01% | −19−4.8% | Reduced |
| Ameritas Advisory Services, LLC | 379 | $14.8K | 0.00% | +7+1.9% | Added |
| Creative Financial Designs Inc | 444 | $17.4K | 0.00% | +9+2.1% | Added |
| Harbour Investments, Inc. | 478 | $18.7K | 0.00% | +5+1.1% | Added |
| Essential Partners LLC | 487 | $19.1K | 0.01% | +469+2,605.6% | Added |
| Barrett & Company, Inc. | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 565 | $22.1K | 0.00% | −6−1.1% | Reduced |
| Massmutual Trust Co FSB | 603 | $23.6K | 0.00% | +19+3.3% | Added |
| Farther Finance Advisors, LLC | 722 | $28.3K | 0.00% | +124+20.7% | Added |
| GAMMA Investing LLC | 730 | $28.6K | 0.00% | −158−17.8% | Reduced |
| Advisory Services Network, LLC | 737 | $28.9K | 0.00% | +737 | New |
| MAI Capital Management | 800 | $31.3K | 0.00% | +586+273.8% | Added |
| US Bancorp | 866 | $33.9K | 0.00% | +218+33.6% | Added |
| Trust Co of Vermont | 870 | $34.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 877 | $34.4K | 0.00% | −186−17.5% | Reduced |
| Hantz Financial Services, Inc. | 969 | $38.0K | 0.00% | −548−36.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,078 | $42.2K | 0.00% | −255−19.1% | Reduced |
| Versant Capital Management, Inc | 1,167 | $45.7K | 0.01% | +1,044+848.8% | Added |
| Coastline Trust Co | 2,000 | $78.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,016 | $79.0K | 0.00% | −207−9.3% | Reduced |
| Simplex Trading, LLC | 2,254 | $88.0K | 0.00% | +2,254 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,423 | $94.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $97.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,573 | $100.8K | 0.00% | +1,603+165.3% | Added |
| KLP Kapitalforvaltning AS | 2,700 | $105.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,719 | $107.0K | 0.00% | −1,813−40.0% | Reduced |
| Oregon Public Employees Retirement Fund | 2,875 | $112.6K | 0.00% | −42−1.4% | Reduced |
| Medallion Wealth Advisors, LLC | 2,988 | $117.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,293 | $129.0K | 0.00% | −347−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,307 | $133.8K | 0.00% | +126+4.0% | Added |
| BNP Paribas Arbitrage, SA | 3,477 | $136.2K | 0.00% | +658+23.3% | Added |
| Teachers Retirement System of the State of Kentucky | 3,597 | $141.0K | 0.00% | −555−13.4% | Reduced |
| Amalgamated Bank | 3,758 | $147.0K | 0.00% | +117+3.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $148.2K | 0.00% | +841+28.6% | Added |
| Public Employees Retirement Association of Colorado | 3,796 | $149.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,449 | $174.0K | 0.00% | −7−0.2% | Reduced |
| State of Wyoming | 4,611 | $180.6K | 0.02% | +1,738+60.5% | Added |
| Joel Isaacson & Co., LLC | 5,125 | $200.7K | 0.01% | +5,125 | New |
| Rothschild Investment LLC | 5,173 | $202.6K | 0.01% | +28+0.5% | Added |
| Cerity Partners LLC | 5,206 | $203.9K | 0.00% | +5,206 | New |
| Victory Capital Management Inc | 5,363 | $210.1K | 0.00% | +5,363 | New |
| Quest Partners LLC | 5,529 | $216.6K | 0.01% | +5,529 | New |
| Mariner, LLC | 5,540 | $217.0K | 0.00% | +5,540 | New |
| Resona Asset Management Co.,Ltd. | 5,618 | $217.2K | 0.00% | +525+10.3% | Added |
| New York State Common Retirement Fund | 5,609 | $219.7K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,668 | $222.0K | 0.00% | +90+1.6% | Added |
| Captrust Financial Advisors | 5,722 | $224.1K | 0.00% | +5,722 | New |
| The PNC Financial Services Group, Inc. | 5,791 | $226.8K | 0.00% | −1,017−14.9% | Reduced |
| Louisiana State Employees Retirement System | 5,900 | $231.1K | 0.00% | −100−1.7% | Reduced |
| Janus Henderson Group PLC | 5,923 | $232.1K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,099 | $238.9K | 0.00% | −5,064−45.4% | Reduced |
| CI Private Wealth, LLC | 6,154 | $241.1K | 0.00% | +6,154 | New |
| Guggenheim Capital LLC | 6,179 | $242.0K | 0.00% | +6,179 | New |
| Artisan Partners Limited Partnership | 6,543 | $256.3K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,710 | $262.8K | 0.00% | −146−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 6,851 | $268.4K | 0.00% | +6,821+22,736.7% | Added |
| Mercer Global Advisors Inc | 8,211 | $321.6K | 0.00% | +8,211 | New |
| CWM, LLC | 8,804 | $345.0K | 0.00% | +5,479+164.8% | Added |
| LPL Financial LLC | 8,859 | $347.0K | 0.00% | −2,047−18.8% | Reduced |