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, Q1 2026
Institutional positions in Universal Health Realty Income Trust as of Mar 31, 2026. 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
- 187
- +7 vs. Q4 2025
- Shares held
- 8.87M
- +1.76M (+24.7%) vs. Q4 2025
- Total value
- $357.2M
- +$78.2M (+28.1%) vs. Q4 2025
- New holders
- 26
- 66 more added
- Sold out
- 19
- 54 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Universal Health Realty Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Simplex Trading, LLC | 1 | $40 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 2 | $81 | 0.00% | −1−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $121 | 0.00% | +3 | New |
| Steward Partners Investment Advisory, LLC | 5 | $202 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 8 | $324 | 0.00% | +1+14.3% | Added |
| Farmers & Merchants Investments Inc | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $691 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $809 | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 24 | $971 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $1.34K | 0.00% | −4−10.8% | Reduced |
| Holos Integrated Wealth LLC | 33 | $1.38K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 58 | $2.35K | 0.00% | +58 | New |
| True Wealth Design, LLC | 59 | $2.39K | 0.00% | +1+1.7% | Added |
| Creative Financial Designs Inc | 70 | $2.85K | 0.00% | +1+1.4% | Added |
| Smartleaf Asset Management LLC | 73 | $2.94K | 0.00% | −30−29.1% | Reduced |
| Optiver Holding B.V. | 78 | $3.16K | 0.00% | −24−23.5% | Reduced |
| Gen-Wealth Partners Inc | 80 | $3.24K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 97 | $3.93K | 0.00% | +2+2.1% | Added |
| Harbor Investment Advisory, LLC | 100 | $4.05K | 0.00% | −66−39.8% | Reduced |
| JPL Wealth Management, LLC | 100 | $4.05K | 0.00% | +100 | New |
| IFP Advisors, Inc | 111 | $4.49K | 0.00% | +29+35.4% | Added |
| GWM Advisors LLC | 121 | $4.90K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 130 | $5.26K | 0.00% | −62−32.3% | Reduced |
| Millstone Evans Group, LLC | 140 | $5.67K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 151 | $6.00K | 0.00% | −2,942−95.1% | Reduced |
| POM Investment Strategies, LLC | 151 | $6.11K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 167 | $6.82K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $7.04K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 191 | $7.73K | 0.00% | +4+2.1% | Added |
| Fifth Third Bancorp | 191 | $7.73K | 0.00% | +81+73.6% | Added |
| Gould Capital, LLC | 200 | $8.09K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 205 | $8.30K | 0.00% | −93−31.2% | Reduced |
| Salomon & Ludwin, LLC | 213 | $8.70K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 239 | $9.67K | 0.00% | +90+60.4% | Added |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 305 | $12.3K | 0.00% | +28+10.1% | Added |
| Allworth Financial LP | 306 | $12.4K | 0.00% | +306 | New |
| SHP Wealth Management | 308 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 313 | $12.7K | 0.00% | +306+4,371.4% | Added |
| Massmutual Trust Co FSB | 391 | $15.8K | 0.00% | −186−32.2% | Reduced |
| US Bancorp | 471 | $19.1K | 0.00% | −99−17.4% | Reduced |
| Barrett & Company, Inc. | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 550 | $22.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 613 | $24.8K | 0.00% | +111+22.1% | Added |
| RWM Asset Management, LLC | 630 | $25.5K | 0.00% | +630 | New |
| Harbour Investments, Inc. | 638 | $25.8K | 0.00% | +156+32.4% | Added |
| California State Teachers Retirement System | 698 | $28.2K | 0.00% | −97−12.2% | Reduced |
| Advisory Services Network, LLC | 737 | $29.8K | 0.00% | +737 | New |
| Bessemer Group Inc | 759 | $30.0K | 0.00% | +415+120.6% | Added |
| MAI Capital Management | 912 | $36.9K | 0.00% | +49+5.7% | Added |
| Jones Financial Companies LLLP | 985 | $39.2K | 0.00% | −7−0.7% | Reduced |
| Vision Retirement, LLC | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,078 | $43.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,249 | $50.7K | 0.00% | +3+0.2% | Added |
| Tower Research Capital LLC (TRC) | 1,541 | $62.4K | 0.00% | +1,209+364.2% | Added |
| Hantz Financial Services, Inc. | 1,642 | $66.0K | 0.00% | −116−6.6% | Reduced |
| Signaturefd, LLC | 1,794 | $72.6K | 0.00% | −69−3.7% | Reduced |
| Coastline Trust Co | 2,000 | $80.9K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $89.0K | 0.00% | −300−12.0% | Reduced |
| Russell Investments Group, Ltd. | 2,225 | $90.0K | 0.00% | +255+12.9% | Added |
| SG Americas Securities, LLC | 2,474 | $100.0K | 0.00% | −27,206−91.7% | Reduced |
| UBS Asset Management Americas Inc | 2,485 | $100.6K | 0.00% | +2,042+460.9% | Added |
| GAMMA Investing LLC | 2,562 | $103.7K | 0.00% | +1,759+219.1% | Added |
| Royal Bank of Canada | 2,601 | $105.0K | 0.00% | +22+0.9% | Added |
| BNP Paribas Arbitrage, SA | 2,916 | $118.0K | 0.00% | −1,504−34.0% | Reduced |
| Oregon Public Employees Retirement Fund | 2,942 | $119.1K | 0.00% | +67+2.3% | Added |
| Medallion Wealth Advisors, LLC | 2,988 | $120.9K | 0.04% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,082 | $124.5K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,169 | $128.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,711 | $150.2K | 0.00% | −210−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $153.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,796 | $154.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,886 | $197.7K | 0.00% | +4,886 | New |
| Daiwa Securities Group Inc. | 4,986 | $201.8K | 0.00% | +148+3.1% | Added |
| Cerity Partners LLC | 4,987 | $201.8K | 0.00% | +4,987 | New |
| State of Tennessee, Treasury Department | 5,055 | $204.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,076 | $205.4K | 0.01% | +19+0.4% | Added |
| Joel Isaacson & Co., LLC | 5,125 | $207.4K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,172 | $209.3K | 0.00% | −2,656−33.9% | Reduced |
| Susquehanna International Group, LLP | 5,200 | $210.4K | 0.00% | −1,799−25.7% | Reduced |
| Victory Capital Management Inc | 5,353 | $216.6K | 0.00% | −8−0.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,519 | $222.0K | 0.00% | −99−1.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,583 | $225.9K | 0.00% | +173+3.2% | Added |
| New York State Common Retirement Fund | 5,609 | $227.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,682 | $230.0K | 0.00% | +5,682 | New |
| Louisiana State Employees Retirement System | 5,700 | $230.7K | 0.00% | −100−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 5,856 | $237.0K | 0.00% | +3,032+107.4% | Added |
| D. E. Shaw & Co., Inc. | 5,963 | $241.3K | 0.00% | +5,963 | New |
| Gsa Capital Partners LLP | 6,613 | $268.0K | 0.02% | −6,342−49.0% | Reduced |
| Illinois Municipal Retirement Fund | 6,758 | $273.5K | 0.00% | −63−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,706 | $273.8K | 0.00% | +990+17.3% | Added |
| Quadrature Capital Ltd | 6,837 | $276.7K | 0.00% | −2,413−26.1% | Reduced |
| LSV Asset Management | 7,000 | $283.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,524 | $304.5K | 0.00% | +7,524 | New |
| Guggenheim Capital LLC | 7,848 | $317.6K | 0.00% | +624+8.6% | Added |
| CWM, LLC | 8,777 | $355.2K | 0.00% | +585+7.1% | Added |
| Point72 Asset Management, L.P. | 8,850 | $358.2K | 0.00% | +8,850 | New |