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 |
|---|---|---|---|---|---|
| CWM, LLC | 8,192 | $321.0K | 0.00% | −612−7.0% | Reduced |
| Thrivent Financial for Lutherans | 8,771 | $344.0K | 0.00% | −437−4.7% | Reduced |
| HighTower Advisors, LLC | 8,867 | $347.7K | 0.00% | −47−0.5% | Reduced |
| Deutsche Bank AG | 9,125 | $357.8K | 0.00% | −1,147−11.2% | Reduced |
| Quadrature Capital Ltd | 9,250 | $362.7K | 0.00% | +9,250 | New |
| Independent Wealth Network Inc. | 9,400 | $368.6K | 0.11% | +9,400 | New |
| FJ Capital Management LLC | 9,409 | $368.9K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 9,421 | $369.4K | 0.07% | −1,149−10.9% | Reduced |
| Mercer Global Advisors Inc | 9,571 | $375.3K | 0.00% | +1,360+16.6% | Added |
| Spears Abacus Advisors LLC | 9,983 | $391.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,179 | $399.1K | 0.01% | −986−8.8% | Reduced |
| Crestwood Advisors Group LLC | 10,250 | $401.9K | 0.01% | −562−5.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,742 | $421.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,554 | $453.0K | 0.00% | +524+4.8% | Added |
| Martingale Asset Management L P | 12,077 | $473.5K | 0.01% | −367−2.9% | Reduced |
| Prudential Financial Inc | 12,081 | $473.7K | 0.00% | −932−7.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 12,701 | $498.0K | 0.40% | +12,701 | New |
| Gsa Capital Partners LLP | 12,955 | $508.0K | 0.04% | +4,033+45.2% | Added |
| Mackenzie Financial Corp | 13,358 | $526.9K | 0.00% | +13,358 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 13,572 | $532.2K | 0.00% | −175−1.3% | Reduced |
| Alliancebernstein L.P. | 13,705 | $537.4K | 0.00% | +900+7.0% | Added |
| Bailard, Inc. | 13,800 | $541.1K | 0.01% | +13,800 | New |
| Jane Street Group, LLC | 13,979 | $548.1K | 0.00% | +13,979 | New |
| Citigroup Inc | 14,326 | $561.7K | 0.00% | −9,213−39.1% | Reduced |
| Tocqueville Asset Management L.P. | 14,400 | $564.6K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,995 | $585.0K | 0.01% | +1,628+12.2% | Added |
| Horizon Investments, LLC | 15,147 | $593.9K | 0.01% | +790+5.5% | Added |
| Two Sigma Advisers, LP | 15,200 | $596.0K | 0.00% | +15,200 | New |
| Raymond James Financial Inc | 15,309 | $600.3K | 0.00% | −3,389−18.1% | Reduced |
| Wilkinson Global Asset Management LLC | 17,000 | $666.6K | 0.05% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 17,417 | $684.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 17,553 | $688.3K | 0.00% | −493−2.7% | Reduced |
| Algert Global LLC | 18,104 | $709.9K | 0.01% | −5,088−21.9% | Reduced |
| Nomura Asset Management Co Ltd | 18,720 | $734.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 19,919 | $781.0K | 0.00% | −715−3.5% | Reduced |
| Price T Rowe Associates Inc | 20,621 | $809.0K | 0.00% | +2,834+15.9% | Added |
| Legal & General Group Plc | 21,386 | $838.5K | 0.00% | −14,180−39.9% | Reduced |
| Wells Fargo & Company | 21,909 | $859.0K | 0.00% | +5,945+37.2% | Added |
| Macquarie Group Ltd | 22,338 | $875.9K | 0.00% | +22,338 | New |
| Nomura Asset Management International Inc. | 22,338 | $876.0K | 0.00% | +22,338 | New |
| Altfest L J & Co Inc | 22,449 | $880.2K | 0.10% | 00.0% | Unchanged |
| FMR LLC | 23,754 | $931.4K | 0.00% | +3,856+19.4% | Added |
| Quantinno Capital Management LP | 24,027 | $942.1K | 0.00% | +5,249+28.0% | Added |
| Ameriprise Financial Inc | 25,115 | $984.7K | 0.00% | −133,647−84.2% | Reduced |
| Great West Life Assurance Co | 25,882 | $1.01M | 0.00% | −3,569−12.1% | Reduced |
| Alps Advisors Inc | 26,395 | $1.03M | 0.01% | −2,340−8.1% | Reduced |
| Penserra Capital Management LLC | 28,217 | $1.11M | 0.01% | +278+1.0% | Added |
| Rhumbline Advisers | 29,665 | $1.16M | 0.00% | −3,160−9.6% | Reduced |
| SG Americas Securities, LLC | 29,680 | $1.16M | 0.00% | −56,012−65.4% | Reduced |
| Barclays PLC | 31,314 | $1.23M | 0.00% | +1,774+6.0% | Added |
| Ieq Capital, LLC | 33,257 | $1.30M | 0.00% | −812−2.4% | Reduced |
| UBS Group AG | 33,664 | $1.32M | 0.00% | −14,773−30.5% | Reduced |
| Nuveen, LLC | 35,932 | $1.41M | 0.00% | +7,569+26.7% | Added |
| WealthTrust Axiom LLC | 35,968 | $1.41M | 0.36% | −932−2.5% | Reduced |
| Bank of America Corp | 38,435 | $1.51M | 0.00% | +6,807+21.5% | Added |
| Goldman Sachs Group Inc | 39,275 | $1.54M | 0.00% | +14,676+59.7% | Added |
| Two Sigma Investments, LP | 39,299 | $1.54M | 0.00% | +29,373+295.9% | Added |
| JPMorgan Chase & Co | 40,469 | $1.59M | 0.00% | −47,392−53.9% | Reduced |
| Exchange Traded Concepts, LLC | 49,748 | $1.95M | 0.02% | +807+1.6% | Added |
| LPL Financial LLC | 50,112 | $1.96M | 0.00% | +41,253+465.7% | Added |
| Moore Capital Management, LP | 50,942 | $2.00M | 0.04% | +50,942 | New |
| Millennium Management LLC | 56,602 | $2.22M | 0.00% | +8,060+16.6% | Added |
| Public Sector Pension Investment Board | 61,016 | $2.39M | 0.01% | −1,677−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 68,755 | $2.70M | 0.00% | +29,588+75.5% | Added |
| Citadel Advisors LLC | 70,571 | $2.77M | 0.00% | +70,571 | New |
| Principal Financial Group Inc | 71,940 | $2.82M | 0.00% | +2,923+4.2% | Added |
| Panagora Asset Management Inc | 75,085 | $2.94M | 0.01% | +15,341+25.7% | Added |
| Stifel Financial Corp | 77,293 | $3.03M | 0.00% | −18,372−19.2% | Reduced |
| Northern Trust Corp | 109,970 | $4.31M | 0.00% | −22,529−17.0% | Reduced |
| Qube Research & Technologies Ltd | 111,795 | $4.38M | 0.01% | +79,526+246.4% | Added |
| Invesco Ltd. | 128,512 | $5.04M | 0.00% | −7,476−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 130,948 | $5.13M | 0.00% | +5,508+4.4% | Added |
| AQR Capital Management LLC | 133,871 | $5.25M | 0.00% | −371−0.3% | Reduced |
| ProShare Advisors LLC | 152,766 | $5.99M | 0.01% | −1,615−1.0% | Reduced |
| Morgan Stanley | 180,711 | $7.09M | 0.00% | +12,980+7.7% | Added |
| Dimensional Fund Advisors LP | 187,903 | $7.37M | 0.00% | −925−0.5% | Reduced |
| Renaissance Technologies LLC | 227,110 | $8.90M | 0.01% | −23,100−9.2% | Reduced |
| Bank of New York Mellon Corp | 294,822 | $11.6M | 0.00% | −29,899−9.2% | Reduced |
| Geode Capital Management, LLC | 343,210 | $13.5M | 0.00% | −1,005−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 365,905 | $14.3M | 0.02% | +5,762+1.6% | Added |
| State Street Corp | 544,006 | $21.3M | 0.00% | −53,772−9.0% | Reduced |
| Vanguard Group Inc | 1,609,289 | $63.1M | 0.00% | −10,450−0.6% | Reduced |
| BlackRock, Inc. | 2,228,031 | $87.4M | 0.00% | −37,920−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −62,845−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,522−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −17,158−100.0% | Sold out |
| Midwest Professional Planners, LTD. | 0 | $0 | 0.00% | −12,586−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,848−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −9,583−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −5,923−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −4,611−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,254−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |