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, Q4 2025
Institutional positions in Universal Health Realty Income Trust as of Dec 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
- 183
- +6 vs. Q3 2025
- Shares held
- 8.72M
- −106.4K (−1.2%) vs. Q3 2025
- Total value
- $342.1M
- −$3.79M (−1.1%) vs. Q3 2025
- New holders
- 34
- 46 more added
- Sold out
- 28
- 67 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $79 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $118 | 0.00% | −7−70.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3 | $118 | 0.00% | +3 | New |
| Abound Wealth Management | 5 | $197 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $236 | 0.00% | −37−86.0% | Reduced |
| Rockefeller Capital Management L.P. | 7 | $274 | 0.00% | −59−89.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $275 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 9 | $353 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $627 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $685 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.15K | 0.00% | +15+100.0% | Added |
| Holos Integrated Wealth LLC | 33 | $1.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $1.45K | 0.00% | +37 | New |
| True Wealth Design, LLC | 58 | $2.27K | 0.00% | +12+26.1% | Added |
| Creative Financial Designs Inc | 69 | $2.71K | 0.00% | −375−84.5% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 82 | $3.21K | 0.00% | −72−46.8% | Reduced |
| Umb Bank N A | 95 | $3.73K | 0.00% | +16+20.3% | Added |
| Optiver Holding B.V. | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 103 | $4.08K | 0.00% | −25−19.5% | Reduced |
| Fifth Third Bancorp | 110 | $4.31K | 0.00% | −9−7.6% | Reduced |
| GWM Advisors LLC | 121 | $4.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 140 | $5.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 149 | $5.84K | 0.00% | −6,702−97.8% | Reduced |
| POM Investment Strategies, LLC | 151 | $5.92K | 0.00% | +151 | New |
| Harbor Investment Advisory, LLC | 166 | $6.51K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 167 | $6.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $6.82K | 0.00% | −993−85.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 187 | $7.33K | 0.00% | +187 | New |
| Sterling Capital Management LLC | 192 | $7.53K | 0.00% | +46+31.5% | Added |
| Gould Capital, LLC | 200 | $7.84K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 213 | $8.41K | 0.00% | +186+688.9% | Added |
| EverSource Wealth Advisors, LLC | 277 | $10.9K | 0.00% | −57−17.1% | Reduced |
| Essential Partners LLC | 298 | $11.7K | 0.00% | −189−38.8% | Reduced |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 308 | $12.1K | 0.00% | +308 | New |
| Bessemer Group Inc | 344 | $13.0K | 0.00% | +152+79.2% | Added |
| Tower Research Capital LLC (TRC) | 332 | $13.0K | 0.00% | −545−62.1% | Reduced |
| Flagship Harbor Advisors, LLC | 369 | $14.5K | 0.00% | +369 | New |
| Quarry LP | 416 | $16.3K | 0.00% | +416 | New |
| UBS Asset Management Americas Inc | 443 | $17.4K | 0.00% | +443 | New |
| Harbour Investments, Inc. | 482 | $18.9K | 0.00% | +4+0.8% | Added |
| Barrett & Company, Inc. | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 502 | $19.7K | 0.00% | +288+134.6% | Added |
| Larson Financial Group LLC | 550 | $21.6K | 0.00% | −15−2.7% | Reduced |
| US Bancorp | 570 | $22.3K | 0.00% | −296−34.2% | Reduced |
| Massmutual Trust Co FSB | 577 | $22.6K | 0.00% | −26−4.3% | Reduced |
| California State Teachers Retirement System | 795 | $31.2K | 0.00% | −11,496−93.5% | Reduced |
| GAMMA Investing LLC | 803 | $31.5K | 0.00% | +73+10.0% | Added |
| MAI Capital Management | 863 | $33.8K | 0.00% | +63+7.9% | Added |
| Trust Co of Vermont | 870 | $34.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 992 | $38.9K | 0.00% | +732+281.5% | Added |
| Vision Retirement, LLC | 1,000 | $39.2K | 0.01% | +1,000 | New |
| Ameritas Investment Partners, Inc. | 1,078 | $42.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,176 | $46.1K | 0.00% | +1,176 | New |
| Farther Finance Advisors, LLC | 1,246 | $48.9K | 0.00% | +524+72.6% | Added |
| Hantz Financial Services, Inc. | 1,758 | $69.0K | 0.00% | +789+81.4% | Added |
| Signaturefd, LLC | 1,863 | $73.0K | 0.00% | −153−7.6% | Reduced |
| Russell Investments Group, Ltd. | 1,970 | $77.3K | 0.00% | −603−23.4% | Reduced |
| Coastline Trust Co | 2,000 | $78.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,500 | $98.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,579 | $102.0K | 0.00% | −140−5.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,824 | $110.7K | 0.00% | −469−14.2% | Reduced |
| Oregon Public Employees Retirement Fund | 2,875 | $112.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,988 | $117.2K | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 3,093 | $121.0K | 0.01% | +2,899+1,494.3% | Added |
| Eurizon Capital SGR S.p.A. | 3,082 | $121.7K | 0.00% | +3,082 | New |
| Teachers Retirement System of the State of Kentucky | 3,169 | $124.0K | 0.00% | −428−11.9% | Reduced |
| Amalgamated Bank | 3,721 | $146.0K | 0.00% | −37−1.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $148.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,796 | $149.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,921 | $153.8K | 0.00% | +614+18.6% | Added |
| BNP Paribas Arbitrage, SA | 4,420 | $173.3K | 0.00% | +943+27.1% | Added |
| Daiwa Securities Group Inc. | 4,838 | $190.0K | 0.00% | +389+8.7% | Added |
| Rothschild Investment LLC | 5,057 | $198.3K | 0.01% | −116−2.2% | Reduced |
| State of Tennessee, Treasury Department | 5,055 | $200.8K | 0.00% | −613−10.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,125 | $201.0K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 5,185 | $203.3K | 0.23% | +5,185 | New |
| HRT Financial LP | 5,353 | $209.0K | 0.00% | +5,353 | New |
| Victory Capital Management Inc | 5,361 | $210.2K | 0.00% | −20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,410 | $212.1K | 0.00% | −381−6.6% | Reduced |
| Quest Partners LLC | 5,452 | $213.8K | 0.01% | −77−1.4% | Reduced |
| Captrust Financial Advisors | 5,571 | $218.4K | 0.00% | −151−2.6% | Reduced |
| New York State Common Retirement Fund | 5,609 | $219.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 5,618 | $220.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,716 | $227.1K | 0.00% | +5,716 | New |
| Louisiana State Employees Retirement System | 5,800 | $227.4K | 0.00% | −100−1.7% | Reduced |
| Ballentine Partners, LLC | 5,917 | $232.0K | 0.00% | +5,917 | New |
| PharVision Advisers, LLC | 6,161 | $241.6K | 0.12% | +6,161 | New |
| Artisan Partners Limited Partnership | 6,543 | $256.6K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 6,821 | $267.5K | 0.00% | +111+1.7% | Added |
| ExodusPoint Capital Management, LP | 6,869 | $269.3K | 0.00% | +6,869 | New |
| LSV Asset Management | 7,000 | $274.0K | 0.00% | +7,000 | New |
| Susquehanna International Group, LLP | 6,999 | $274.4K | 0.00% | +6,999 | New |
| Guggenheim Capital LLC | 7,224 | $283.3K | 0.00% | +1,045+16.9% | Added |
| Mariner, LLC | 7,588 | $297.9K | 0.00% | +2,048+37.0% | Added |
| Engineers Gate Manager LP | 7,828 | $306.9K | 0.00% | +7,828 | New |
| VARCOV Co. | 7,844 | $307.6K | 0.12% | +7,844 | New |