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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 5,583 | $225.9K | 0.00% | +173+3.2% | Added |
| Resona Asset Management Co.,Ltd. | 5,519 | $222.0K | 0.00% | −99−1.8% | Reduced |
| Victory Capital Management Inc | 5,353 | $216.6K | 0.00% | −8−0.1% | Reduced |
| Susquehanna International Group, LLP | 5,200 | $210.4K | 0.00% | −1,799−25.7% | Reduced |
| Engineers Gate Manager LP | 5,172 | $209.3K | 0.00% | −2,656−33.9% | Reduced |
| Joel Isaacson & Co., LLC | 5,125 | $207.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,076 | $205.4K | 0.01% | +19+0.4% | Added |
| State of Tennessee, Treasury Department | 5,055 | $204.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,987 | $201.8K | 0.00% | +4,987 | New |
| Daiwa Securities Group Inc. | 4,986 | $201.8K | 0.00% | +148+3.1% | Added |
| Vanguard Global Advisers, LLC | 4,886 | $197.7K | 0.00% | +4,886 | New |
| Public Employees Retirement Association of Colorado | 3,796 | $154.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $153.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,711 | $150.2K | 0.00% | −210−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,169 | $128.0K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 3,082 | $124.5K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,988 | $120.9K | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,942 | $119.1K | 0.00% | +67+2.3% | Added |
| BNP Paribas Arbitrage, SA | 2,916 | $118.0K | 0.00% | −1,504−34.0% | Reduced |
| Royal Bank of Canada | 2,601 | $105.0K | 0.00% | +22+0.9% | Added |
| GAMMA Investing LLC | 2,562 | $103.7K | 0.00% | +1,759+219.1% | Added |
| UBS Asset Management Americas Inc | 2,485 | $100.6K | 0.00% | +2,042+460.9% | Added |
| SG Americas Securities, LLC | 2,474 | $100.0K | 0.00% | −27,206−91.7% | Reduced |
| Russell Investments Group, Ltd. | 2,225 | $90.0K | 0.00% | +255+12.9% | Added |
| STRS Ohio | 2,200 | $89.0K | 0.00% | −300−12.0% | Reduced |
| Coastline Trust Co | 2,000 | $80.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,794 | $72.6K | 0.00% | −69−3.7% | Reduced |
| Hantz Financial Services, Inc. | 1,642 | $66.0K | 0.00% | −116−6.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,541 | $62.4K | 0.00% | +1,209+364.2% | Added |
| Farther Finance Advisors, LLC | 1,249 | $50.7K | 0.00% | +3+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,078 | $43.6K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,000 | $40.5K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 985 | $39.2K | 0.00% | −7−0.7% | Reduced |
| MAI Capital Management | 912 | $36.9K | 0.00% | +49+5.7% | Added |
| Bessemer Group Inc | 759 | $30.0K | 0.00% | +415+120.6% | Added |
| Advisory Services Network, LLC | 737 | $29.8K | 0.00% | +737 | New |
| California State Teachers Retirement System | 698 | $28.2K | 0.00% | −97−12.2% | Reduced |
| Harbour Investments, Inc. | 638 | $25.8K | 0.00% | +156+32.4% | Added |
| RWM Asset Management, LLC | 630 | $25.5K | 0.00% | +630 | New |
| Parallel Advisors, LLC | 613 | $24.8K | 0.00% | +111+22.1% | Added |
| Larson Financial Group LLC | 550 | $22.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $20.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 471 | $19.1K | 0.00% | −99−17.4% | Reduced |
| Massmutual Trust Co FSB | 391 | $15.8K | 0.00% | −186−32.2% | Reduced |
| Rockefeller Capital Management L.P. | 313 | $12.7K | 0.00% | +306+4,371.4% | Added |
| SHP Wealth Management | 308 | $12.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $12.4K | 0.00% | +306 | New |
| EverSource Wealth Advisors, LLC | 305 | $12.3K | 0.00% | +28+10.1% | Added |
| Valley National Advisers Inc | 307 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 239 | $9.67K | 0.00% | +90+60.4% | Added |
| Salomon & Ludwin, LLC | 213 | $8.70K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 205 | $8.30K | 0.00% | −93−31.2% | Reduced |
| Gould Capital, LLC | 200 | $8.09K | 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 |
| Versant Capital Management, Inc | 174 | $7.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 167 | $6.82K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 151 | $6.11K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 151 | $6.00K | 0.00% | −2,942−95.1% | Reduced |
| Millstone Evans Group, LLC | 140 | $5.67K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 130 | $5.26K | 0.00% | −62−32.3% | Reduced |
| GWM Advisors LLC | 121 | $4.90K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 111 | $4.49K | 0.00% | +29+35.4% | 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 |
| Umb Bank N A | 97 | $3.93K | 0.00% | +2+2.1% | Added |
| Gen-Wealth Partners Inc | 80 | $3.24K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 78 | $3.16K | 0.00% | −24−23.5% | Reduced |
| Smartleaf Asset Management LLC | 73 | $2.94K | 0.00% | −30−29.1% | Reduced |
| Creative Financial Designs Inc | 70 | $2.85K | 0.00% | +1+1.4% | Added |
| True Wealth Design, LLC | 59 | $2.39K | 0.00% | +1+1.7% | Added |
| Root Financial Partners, LLC | 58 | $2.35K | 0.00% | +58 | New |
| Holos Integrated Wealth LLC | 33 | $1.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $1.34K | 0.00% | −4−10.8% | Reduced |
| Cornerstone Planning Group LLC | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 24 | $971 | 0.00% | +24 | New |
| Cedar Mountain Advisors, LLC | 20 | $809 | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 17 | $691 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9 | $364 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $324 | 0.00% | +1+14.3% | Added |
| Steward Partners Investment Advisory, LLC | 5 | $202 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 3 | $121 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 2 | $81 | 0.00% | −1−33.3% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1 | $40 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | +1+100.0% | Added |
| Vinva Investment Management Ltd | 46,965 | – | – | +46,965 | New |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −50,942−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,869−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,917−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,571−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,452−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,185−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |