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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5,410 | $212.1K | 0.00% | −381−6.6% | Reduced |
| Victory Capital Management Inc | 5,361 | $210.2K | 0.00% | −20.0% | Reduced |
| HRT Financial LP | 5,353 | $209.0K | 0.00% | +5,353 | New |
| Arrow Investment Advisors, LLC | 5,185 | $203.3K | 0.23% | +5,185 | New |
| Joel Isaacson & Co., LLC | 5,125 | $201.0K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,055 | $200.8K | 0.00% | −613−10.8% | Reduced |
| Rothschild Investment LLC | 5,057 | $198.3K | 0.01% | −116−2.2% | Reduced |
| Daiwa Securities Group Inc. | 4,838 | $190.0K | 0.00% | +389+8.7% | Added |
| BNP Paribas Arbitrage, SA | 4,420 | $173.3K | 0.00% | +943+27.1% | Added |
| Advisor Group Holdings, Inc. | 3,921 | $153.8K | 0.00% | +614+18.6% | Added |
| Public Employees Retirement Association of Colorado | 3,796 | $149.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $148.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,721 | $146.0K | 0.00% | −37−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,169 | $124.0K | 0.00% | −428−11.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 3,082 | $121.7K | 0.00% | +3,082 | New |
| Harbor Capital Advisors, Inc. | 3,093 | $121.0K | 0.01% | +2,899+1,494.3% | Added |
| Medallion Wealth Advisors, LLC | 2,988 | $117.2K | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,875 | $112.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,824 | $110.7K | 0.00% | −469−14.2% | Reduced |
| Royal Bank of Canada | 2,579 | $102.0K | 0.00% | −140−5.1% | Reduced |
| STRS Ohio | 2,500 | $98.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 2,000 | $78.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,970 | $77.3K | 0.00% | −603−23.4% | Reduced |
| Signaturefd, LLC | 1,863 | $73.0K | 0.00% | −153−7.6% | Reduced |
| Hantz Financial Services, Inc. | 1,758 | $69.0K | 0.00% | +789+81.4% | Added |
| Farther Finance Advisors, LLC | 1,246 | $48.9K | 0.00% | +524+72.6% | Added |
| Kestra Advisory Services, LLC | 1,176 | $46.1K | 0.00% | +1,176 | New |
| Ameritas Investment Partners, Inc. | 1,078 | $42.3K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,000 | $39.2K | 0.01% | +1,000 | New |
| Jones Financial Companies LLLP | 992 | $38.9K | 0.00% | +732+281.5% | Added |
| Trust Co of Vermont | 870 | $34.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 863 | $33.8K | 0.00% | +63+7.9% | Added |
| GAMMA Investing LLC | 803 | $31.5K | 0.00% | +73+10.0% | Added |
| California State Teachers Retirement System | 795 | $31.2K | 0.00% | −11,496−93.5% | Reduced |
| Massmutual Trust Co FSB | 577 | $22.6K | 0.00% | −26−4.3% | Reduced |
| US Bancorp | 570 | $22.3K | 0.00% | −296−34.2% | Reduced |
| Larson Financial Group LLC | 550 | $21.6K | 0.00% | −15−2.7% | Reduced |
| Parallel Advisors, LLC | 502 | $19.7K | 0.00% | +288+134.6% | Added |
| Barrett & Company, Inc. | 500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 482 | $18.9K | 0.00% | +4+0.8% | Added |
| UBS Asset Management Americas Inc | 443 | $17.4K | 0.00% | +443 | New |
| Quarry LP | 416 | $16.3K | 0.00% | +416 | New |
| Flagship Harbor Advisors, LLC | 369 | $14.5K | 0.00% | +369 | New |
| Tower Research Capital LLC (TRC) | 332 | $13.0K | 0.00% | −545−62.1% | Reduced |
| Bessemer Group Inc | 344 | $13.0K | 0.00% | +152+79.2% | Added |
| SHP Wealth Management | 308 | $12.1K | 0.00% | +308 | New |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 298 | $11.7K | 0.00% | −189−38.8% | Reduced |
| EverSource Wealth Advisors, LLC | 277 | $10.9K | 0.00% | −57−17.1% | Reduced |
| Salomon & Ludwin, LLC | 213 | $8.41K | 0.00% | +186+688.9% | Added |
| Gould Capital, LLC | 200 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 192 | $7.53K | 0.00% | +46+31.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 187 | $7.33K | 0.00% | +187 | New |
| Versant Capital Management, Inc | 174 | $6.82K | 0.00% | −993−85.1% | Reduced |
| Westside Investment Management, Inc. | 167 | $6.56K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $6.51K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 151 | $5.92K | 0.00% | +151 | New |
| SRS Capital Advisors, Inc. | 149 | $5.84K | 0.00% | −6,702−97.8% | Reduced |
| Millstone Evans Group, LLC | 140 | $5.49K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 121 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 110 | $4.31K | 0.00% | −9−7.6% | Reduced |
| Smartleaf Asset Management LLC | 103 | $4.08K | 0.00% | −25−19.5% | Reduced |
| Optiver Holding B.V. | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 95 | $3.73K | 0.00% | +16+20.3% | Added |
| IFP Advisors, Inc | 82 | $3.21K | 0.00% | −72−46.8% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $2.71K | 0.00% | −375−84.5% | Reduced |
| True Wealth Design, LLC | 58 | $2.27K | 0.00% | +12+26.1% | Added |
| UMA Financial Services, Inc. | 37 | $1.45K | 0.00% | +37 | New |
| Holos Integrated Wealth LLC | 33 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.15K | 0.00% | +15+100.0% | Added |
| Sound Income Strategies, LLC | 17 | $685 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $627 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $392 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $353 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $275 | 0.00% | +7 | New |
| Rockefeller Capital Management L.P. | 7 | $274 | 0.00% | −59−89.4% | Reduced |
| Clearstead Advisors, LLC | 6 | $236 | 0.00% | −37−86.0% | Reduced |
| Abound Wealth Management | 5 | $197 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $118 | 0.00% | −7−70.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3 | $118 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 2 | $79 | 0.00% | +2 | New |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |